Patrick Woodman is a financial advisor at Edward Jones in Austin, TX, holding the Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, with notable features including a large retail advisor network, affiliated mutual funds, and a securities-based lending option.

Alex McArthur is an Investment Consultant at Fidelity Investments, a role they have held since 2024. Prior to this, Alex worked as a Financial Advisor at 49 Financial from 2018 to 2024. Alex focuses on understanding clients' unique perspectives and experiences to provide financial strategies tailored to their individual needs. They emphasize educating clients to help them feel empowered and confident in the financial planning process. Alex's approach is relational and empathetic, aiming to ensure clients feel seen and heard. Outside of their professional work, Alex has interests in concerts, fitness, painting, reading, and volunteering.

Christina Beauchamp is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2015. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and comprehensive operational infrastructure.

Thomas Uhl is a financial advisor at Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Levi Sikkema is a Series 65-licensed financial advisor with Fisher Investments, based in Austin, TX. He has 14 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research. The firm manages diverse portfolios using tax-aware strategies and risk management techniques across multiple asset classes.

Tiva Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and has a longer tenure at Wells Fargo Bank dating back to 2005. She is based in Austin, TX. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ted Gray Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team focus on the complex investment and banking requirements of ultra-affluent clients. Since joining Merrill Private Wealth Management in 2017, Ted has emphasized customized wealth planning strategies, risk management, alternative asset investment, private equity, estate planning, and philanthropic planning to address clients' diverse financial needs. With a career in financial services beginning in 1973, Ted brings decades of experience advising individuals, families, banks, and foundations. His approach centers on Goals Based Wealth Management, which prioritizes clients' unique concerns, financial goals, and risk tolerance to develop personalized strategies. He and his team also pay close attention to market psychology and investor behavior history to complement quantitative analysis. Ted earned a Bachelor of Arts degree with emphasis in history from Yale University in 1972. He has served on bank, corporate, and philanthropic boards. Outside of his professional endeavors, Ted enjoys cooking, fishing, football, hiking, horseback riding, hunting, reading, spending time with his family, traveling, and watching movies.

Jay Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2015, previously working at optionsXpress, Inc. in 2017. Outside of his advisory role, he is an owner and member of Mashasaya LLC, an entity created with his wife for managing real estate. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and advanced operational infrastructure.

Rachel Lothman is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has real estate ownership interests unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kory Johanning is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank, N.A. since 2014. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Sarah Chavarria is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Aaron's Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Grant Shatzer is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Advisor at North Star Resource Group from 2020 to 2024. Grant takes a goal-based approach in assisting clients with their financial needs, emphasizing a thorough process centered on open communication and collaborative planning. His professional experience spans several years in financial advisory and investment consulting, where he has developed expertise in helping clients achieve their financial objectives through personalized strategies. Grant's approach ensures that clients are actively involved in the planning process, fostering transparency and collaboration. Outside of his professional life, Grant has interests in food, football, and reading.

Jennifer Elliott is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership through Team Elliott LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets and offers a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Justin Bertelson is a financial advisor at Charles Schwab in Austin, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he provides daily assistance for a wheelchair-bound individual. Charles Schwab serves a large client base, 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 multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Joshua Holwerda is a Financial Advisor at Merrill Lynch Wealth Management, serving clients across Texas and beyond. He specializes in connecting various aspects of clients' financial lives to help prioritize and pursue their most important goals. Holding designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA), Joshua works with individuals, families, and business owners to develop tailored financial strategies. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Joshua’s approach emphasizes building strong relationships and maintaining connection throughout all stages of a client's financial life. Joshua earned his High School Diploma from Gull Lake Community High School. He contributes to the community as a member of the Anti-Defamation League's Glass Leadership Institute and serves on the Congregation Beth Israel Brotherhood Committee. Outside of his professional role, Joshua enjoys cooking, gardening, music, reading, rock climbing, skiing, and yoga.

Ronald Ciani is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and Raymond James Financial since 2009. Outside of his advisory role, he owns and operates Ciani Financial, which provides tax planning, preparation, and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Jon Albright is a financial advisor with Edward Jones in Austin, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including one year at Merrill and ten years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Noah Alderson is a financial advisor at Wells Fargo Clearing in Austin, TX. He holds Series 65 and Series 63 designations and has been in the financial industry since 2023. Prior to his current role, he worked at Wells Fargo Bank, nA, and has experience outside finance including positions with the Orange County Registrar of Voters and political campaign work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines proprietary research with third-party analytics and offers both brokerage and advisory solutions across a large network of financial advisors.

Matthew Taheri is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, BBVA-affiliated companies, and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and centralized custody and brokerage services.

Austin Bult is a financial advisor with Charles Schwab and Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and leadership of a digital marketing firm. He is also the CEO of CuratePro, a software company developing AI tools for automated content curation and LinkedIn posting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a broad range of advisory, brokerage, and managed-account services, combining non-discretionary advice with access to affiliated discretionary portfolios and a formal alternative investment platform.