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.

David Lorio is a financial advisor with LPL Financial in Austin, TX, holding Series 63, Series 65, and Series 66 designations and 14 years of industry experience. He has worked at LPL Financial since 2018 and previously spent time at Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both in-house and third-party strategies across discretionary and non-discretionary accounts.

Kevin Crabb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to his advisory career, he was affiliated with the University of Texas at Austin for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mandy Savage is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise for 25 years and at OSAIC for one year. Outside of her advisory role, she serves as a notary public and is involved in the sales and service of fixed insurance and annuities through her own agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of over 22,800 advisors with research-driven model portfolios, third-party management, and a variety of institutional platforms.

Channon Cain is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. Cain’s prior experience includes roles at Jackson National Life Distributors and First Trust Portfolios. Outside of advisory work, Cain is the owner of Agility Ventures LLC, an investment holding company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ruchir Elhence is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017, previously associated with Axa Advisors and the University of Texas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Sandra Starsiakova is a financial advisor with Wells Fargo Clearing in Austin, TX. She holds Series 63 and Series 65 designations and has 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. 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 both brokerage and advisory solutions.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Chanhome Soumetho is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Chanhome partners with teams to support high-level planning and servicing needs for clients, aiming to deliver exceptional customer service and maintain lifelong client relationships. Chanhome has professional experience spanning several years in the financial services industry. Prior to the current role, Chanhome served as a Relationship Manager at Fidelity Investments from 2018 to 2023 and worked as a Financial Services Professional at Charles Schwab from 2016 to 2018.

Adrian Cuevas is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides advice and guidance on a range of topics including general investing, retirement planning, and saving for unexpected expenses. Additionally, he can connect clients with specialists from Bank of America for services related to banking, credit, home financing, and small business solutions. Adrian holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Texas State University. Fluent in both Spanish and English, Adrian is equipped to communicate effectively with a diverse client base. His approach emphasizes ongoing dialogue to address clients' evolving needs and concerns.

Matthew Raggio is a financial advisor with Ameriprise Financial Services, LLC, holding Series 66 and Series 63 licenses. He is based in Austin, TX, and has been in the industry since 2024, with prior experience at Charles Schwab & Co., Inc. and Reynolds and Reynolds. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ana Menchaca is a financial advisor at Morgan Stanley in Austin, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She previously worked at Charles Schwab from 2022 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques, while clients are responsible for implementing and maintaining their plans.

Julia Coffey is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Austin, TX. She has seven years of industry experience and has held roles at Edward Jones and Baylor University. Additionally, she serves as Vice President of Master Networks in McKinney, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Richard Keenan is a Series 66 licensed financial advisor at Raymond James & Associates with 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Keenan is involved in two businesses: he is the owner of Fieldwise Connect, a digital asset initiative, and a partner in P&L Outfitters, where he occasionally leads outdoor hunting and fishing trips. 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 and consulting with a range of portfolio management styles and affiliated research resources.

James Cruise is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Bank of America, Merrill, and Northwestern Mutual. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Weldon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kestra Advisory and Kestra Investment Services for a combined 18 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jordan Allen Coles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked in education and the service industry, including roles at TopGolf Austin and Priority Roofing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advice and access to affiliated discretionary separate managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing operations.

Erika Greathouse is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and also assists Dr. Barbara Shaw Alford with bookkeeping and credentialing tasks. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investment options.

Thomas Le is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Merrill, Bank of America, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jonathan Bartling is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with less than one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Lightspeed Systems, Sodexo, and The University of Texas. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes centralized due diligence combining quantitative and qualitative research and employs an ESG eligibility framework within its advisory process.