Donna Parker is a CFP® with 39 years of industry experience and is currently affiliated with OSAIC Wealth, Inc. She has held positions at Royal Alliance Associates, INC., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various program options.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Carolina Ospina is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Troy Hein is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2022. He began his financial services career in 2019 and has developed a focus on working with athletes, industry professionals, and high net worth individuals to build, manage, and preserve their wealth. Troy and his team work closely with families and small business owners to create wealth management strategies that align with their specific goals. His areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Troy’s approach emphasizes listening to clients and assisting them in making informed decisions to develop comprehensive financial plans. Troy holds a Bachelor's Degree from Stephen F Austin State University and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys golfing, hunting, music, and writing.

Bruce Bessner is a CFP® professional with 38 years of experience in the financial services industry. He currently works at OSAIC and previously spent nine years at Lincoln Financial Securities Corporation. Outside of his advisory role, he serves on the finance council advisory board for St. John Vianney Church, is a board member and treasurer of the Central Texas Community Foundation, and participates on the board of Rock, a nonprofit focused on equine-assisted therapy. OSAIC serves a diverse range of retail and institutional clients through a wide network of advisers and offers integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Carissa Mc Clintock is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and currently works at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Juan Carlos Cortez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has held multiple roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a three-year tenure at Bank of America N.A. Outside of finance, he has experience working with UMOW, an on-demand landscaping app. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Barry Doering is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Staton is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Prior to his financial career, he taught at Georgetown and Cedar Park High Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model-driven investment strategies across mutual funds, ETFs, and ETPs.

Patrick Dendy is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with IMG Financial Group since 2009 and transitioned to Cetera in 2023. Outside of advisory roles, he is also involved in fixed insurance sales as an agent and owns a holding company. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Makenna Lang is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles at several educational institutions and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Eric Blakely is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked in logistics and storage roles at AIT Worldwide Logistics and Berger Transfer & Storage. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management arrangements.

Corinne Yelle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial from 2014 to 2019. Outside of her advisory role, she works as a fitness instructor at Orangetheory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Melanie Dohrman is a CFP® professional with 18 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2023, following 11 years at Spc and Sigma Financial Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from internal and third-party sources.

Joel Bravo is a financial advisor at Edward Jones in Taylor, Texas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for the City of Bryan for 17 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm manages over $1 trillion in assets and provides services under a fiduciary standard.

Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 65 and Series 63 licenses and has three years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options for combined planning and managed-account services under a consolidated billing structure called WealthPlan.

Joe Harris is a financial advisor at Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2025. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by algorithmic tools and research to deliver tailored, tax-efficient retirement recommendations.