Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Kenneth Cardenas is a financial advisor at Charles Schwab in Austin, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research.

Jeffrey Paull is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2006. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

Thomas Lloyd is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2006 and joined Wells Fargo Clearing in 2016. Outside of his advisory work, he is a musician who creates and uploads original music to streaming services through CD Baby. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment options.

David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Merrill, Arthur J Gallagher, Rocket Dollar Inc., and Pensionmark Financial Group. Outside of advising, he is the owner and founder of Quiq Bean Drop, LLC, a company focused on kitchen products and coffee capsule refill systems. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment approaches.

Neil Short is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Outside of his advisory role, he serves as the executive director running the All-Star organization for the Lake Travis Youth Association Baseball Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mele Darley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Canada College and The LDS Church. Outside of her advisory work, she occasionally provides paid caregiver support to an elderly individual and participates as a founding member of an engineering services company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Eric Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent a decade at Fidelity Investments, including two years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a member of Brown Cow Properties, LLC, which manages a short-term rental property in Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary SMA portfolios. The firm combines a large client base and integrated services including brokerage, custody, and alternative investment options.

Bailey Leroux is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Equitable Advisors. Outside of his advisory role, Leroux is the owner and sole proprietor of RCL Essentials, a business based in Austin, TX. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Greg Creech is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns Creech Honey Farm, where he engages in backyard beekeeping and sells honey at farmers' markets. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary client relationships with access to discretionary separately managed accounts.

Beau De Lee is a Series 66-licensed financial advisor with LPL Financial based in Austin, TX. He has been with LPL Financial since 2023 and previously worked in roles outside the financial industry, including positions at SBCC/UCSB and Olive Garden. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of investment strategies.

Carlos Arana is a financial advisor with Primerica Advisors in Austin, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at Primerica Advisors since 2008 and previously operated a business, Arana Installations, LLC, from 2016 to 2017. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and custodial support through third-party providers.

Victor Ordonez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2025. Outside of his advisory role, he is involved with KVO Enterprises LLC, which focuses on commercial real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Priyesh Purushothaman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Schwab in 2023, he worked at firms including Kepler Capital Markets and Cresent City Capital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life, LLC, a business he has operated since 2021. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Sean Durkin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for six years and has additional experience in the bicycle retail sector. 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 supported by a broad range of portfolio management styles and affiliated research.

Anisha Sabnis serves as a Wealth Management Senior Relationship Manager, acting as a primary point of contact for ultra high net worth individuals and their families. She assists clients in facilitating conversations on growing and maintaining wealth, as well as planning and gifting efficiently. Her role focuses on delivering service tailored to individual needs and preferences. Anisha has been with Fidelity Investments since 2007, holding various positions including High Net Worth Specialist, Relationship Manager, Wealth Management Planning Consultant, and currently Senior Relationship Manager. This extensive experience has provided her with a deep understanding of wealth management and client relationship strategies. Details regarding Anisha's education, credentials, personal interests, and community involvement have not been provided.

Holden Swansiger is a financial advisor at Equitable Advisors in Austin, TX, holding the Series 66 designation. He began his career in the financial services industry in 2026. Outside of advising, he has worked in various roles including at Uber Eats and has experience with nonprofit organizations such as the Young Men's Christian Association. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and proprietary tools to meet client needs.