An Do is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by proprietary research, model portfolios, and third-party subadvisors.

Richard Dunagan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Dunagan owns a federally licensed firearms transfer business and is co-owner of a retail business called The Boot Whisperer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Currin is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Oxford Park Group, Avantax Advisory Services, and Robnett CPA's & Financial Advisors, where she provides personal financial services and retirement planning. Outside of her advisory role, she manages an agricultural holding company involved in livestock operations. Cetera Investment Advisers LLC is a nationally registered advisor serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

James Hickey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, PNC, and First United Bank and Trust. Based in Austin, TX, he has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Holm is a financial advisor at Charles Schwab in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Schwab Retirement Plan Services Co. from 2008 to 2018. Holm has been with Charles Schwab since 2005. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative investment program.

Erica Haworth is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at the Grameen Foundation USA and served in the Peace Corps. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary investment guidance and access to affiliated discretionary strategies.

Douglas Noble is a financial advisor with Raymond James & Associates in Georgetown, TX, holding the CFP® and ChFC® designations and the Series 66 license. He has 21 years of industry experience and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in an agricultural holding company involved in land preparation and wildlife consulting. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Cooper is a financial advisor at Charles Schwab in Austin, TX, with 27 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2017. He holds Series 63 and Series 66 designations. 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Jamie Mc Lean is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Felipe Puente Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities since 2012. 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 large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Rodney Dahl is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Goodwater Wealth Management, an investment-related 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 non-discretionary financial planning and consulting alongside access to a broad range of investment strategies and specialized municipal advisory services.

Randall Klaus is a financial advisor at Osaic with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Osaic, he worked at Quest Software Inc. and Dell Technologies. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types, delivered through a large network of affiliated advisers.

Austin Jacobs is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Reliant Mission. He is based in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third parties to support its investment approach.

Natalia Borziak is a Series 66-licensed financial advisor with 18 years of industry experience, currently working at Morgan Stanley since 2021. She previously held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and the expertise of specialized groups such as Estate Planning Strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Nathaniel Pepe is a Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a broad 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Ariel Seidner is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Prior to joining Charles Schwab in 2021, he worked at the American Cancer Society for 14 years. Charles Schwab & Co., Inc. 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 affiliated discretionary separate managed accounts and offers a wide range of investment guidance supported by centralized custody and operational infrastructure.

Brock Youngblood is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Schwab, he worked at Bank of America for six years. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Daniel Harriman is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is president of Harriman Financial Network Inc and MoneyEdge Inc, a company focused on the design of financial software. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using both proprietary and third-party strategies across multiple platform arrangements.

Karen Campbell is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1997 and has worked as an independent insurance agent since 1989. Campbell also serves as an expert witness and researcher for attorneys on occasion. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.

Charles Cole is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address 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.