Lindsey Cole is a CFP®-certified financial advisor with three years of industry experience, currently with LPL Financial in Austin, TX. Prior to joining LPL Financial in 2024, she worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering the financial services industry, she held roles at Carillon Senior Living and Red Robin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Michael Stoehr is a financial advisor with Equitable Advisors in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Jeffery Nitsche is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and 66 licenses and has worked at Charles Schwab Bank, SSB since 2021, in addition to his ongoing role at Charles Schwab starting in 2007. Outside of finance, he has worked as a farm hand involved in livestock care and property maintenance. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Jennifer Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. In addition to her advisory role, she serves as a power of attorney for her grandfather. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Hershel Meriwether II is a ChFC® credentialed advisor with 36 years of industry experience. He has been with MML Investors Services, Inc. since 1990 and Massachusetts Mutual Life Insurance Company since 1989. He is based in Austin, TX. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-based investment guidance.

Dawson Groch is a financial advisor with LPL Financial based in Austin, TX. He holds a Series 66 designation and has experience working with several firms including Oracle NetSuite, JCrew, and Kestra Financial. Prior to his advisory roles, he worked in education at institutions such as Tiffin University, Jackson College, and Vista Ridge High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from both in-house and third-party sources.

Mark Macumber is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial LLC and Kestra Financial Services, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aidan Sowry is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Schwab, he held roles at Streetwise Retail Advisors and National Financial Alliance. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Bronwyn Swartz is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2018, she worked at Redsky Renewable Solutions and Leander ISD. She also owns a retail business, She's Just B, creating handmade leather and resin earrings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jordan Kopelman is a Series 66-credentialed financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Lakeway, TX. His prior work includes roles at Wells Fargo & Co., Edward Jones, and previous tenures at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves on the board of directors for a janitorial supply business owned by his family, although he does not participate in its operations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kelly Mahmoud is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 24 years of industry experience. Mahmoud has been with Edward Jones since 2004. Outside of advisory work, Mahmoud is involved in real estate investment activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kestrel Carson is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. Their prior work includes positions at ExtendMY Team, Roberts Half, and Stitch Fix. Charles Schwab serves a large client base primarily composed of 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 a mix of non-discretionary and discretionary investment solutions, combining multi-asset model portfolios, alternative investment options, and centralized operational support.

Nicholas Constable is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Charles Schwab in Austin, TX, where he has worked since 2020 following prior roles at NYLIFE Securities LLC, New York Life Insurance Co., and Edward Jones. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment process.

Cassady Frey is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, Frey worked at 49 Financial and held multiple roles with the City of Arlington. Outside of advising, Frey is a licensed insurance agent. 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 a combination of non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Molly Johnson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Dimensional Fund Advisors for six years, along with shorter tenures at Juniper Square Inc., JSQ Securities, LLC, and a period of unemployment in 2023. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Morgan is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at SAIC Corp. and Azimuth Corp., and served five years in the United States Army. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Elske Parker is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory role, she is involved in managing administrative tasks for a real estate business. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, integrated platform that includes brokerage, custody, and alternative investment services.

Daniel Sullivan Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.