Melanie Dehler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program employs centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Samuel Moser is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, following his work at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs. The firm utilizes various advisory models including third-party TAMPs and offers ERISA fiduciary services through credentialed representatives.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. Their background includes roles at Gilman, McLaughlin & Hanrahan LLP and Northeastern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jonathan Keithan is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and previously worked at Charles Schwab Bank, SSB. Outside of his advisory role, he is an independent musician who teaches guitar, records musicians, and performs on a part-time basis. 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 services and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and in-depth research.

An Do is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union, CUSO Financial Services, Bank of America, and Wells Fargo. Outside of advising, An is involved with DFCU Financial Partners, a business related to the LPL operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Ellen Schriver is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has worked at LPL Financial since 2011 and previously held roles at VOYA Financial Advisors, Kestra Investment Services, and Citigroup Global Markets. Outside of her advisory work, she is involved with Bayside Market, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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 eight years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, PNC, and J.P. Morgan entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

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 with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2007, including a role at Charles Schwab Bank since 2017. He is based in Austin, TX. 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 using multi-asset model portfolios and incorporates a comprehensive operational structure that supports a large client base with integrated advisory, brokerage, custody, and cash-sweep services.

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 based in Pflugerville, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes roles at Edward Jones, Chase Investment Services Corp., and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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 one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining OSAIC Wealth Inc., he worked at Quest Software Inc. for four years and Dell Technologies for thirteen years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

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 financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Citigroup Global Markets. She is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, with a focus on structured planning and a broad range of investment offerings. The firm manages approximately $2.74 trillion in client assets and offers planning through both direct and corporate channels.

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.