Carlos Guerra is a CFP® with 24 years of experience in the financial industry. He is currently with J.P. Morgan Securities and has held roles at Millway 8300, Peacan Tree S de RL CV, JPMorgan Chase Bank, and other firms over the course of his career. He is a partial partner in a family investment partnership that invests in non-U.S. securities. 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 searches, and customized performance reporting, with clients retaining final decision-making authority.

John Dover is a CFP®-certified financial advisor at OSAIC with 18 years of industry experience. Prior to joining OSAIC in 2025, he spent 18 years at Lincoln Financial Advisors Corporation and has been self-employed since 2005. He is also an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC Wealth serves a diverse range of retail and institutional clients with a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Deborah Sallee is a CFP®-designated financial advisor with Edward Jones in Austin, TX, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Sallee serves on the board of directors for the Senna Hills Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Derek Rhoades is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to joining Schwab, he spent six years with Figure Eight Properties and Lakeside at La Frontera. 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 discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Gladstone Wealth Group, and Principal Financial Services. Outside of his advisory role, he is involved in real estate title services through Verde Capital Partners in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies. The firm supports advisors with a range of strategies and technology tools, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Aiden Steinle is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. He has been with Charles Schwab since 2020 and has prior experience working with Southwestern University and The Megaphone Student Newspaper. Outside of financial advising, Aiden operates a small crafts business and provides occasional private math tutoring. Charles Schwab serves primarily high- and ultra-high-net-worth clients through a range of advisory, brokerage, custody, and financial planning services. The firm’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and utilizes multi-asset model portfolios supported by ongoing research and due diligence.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Blaine Harriman is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Dell Technologies and Texas A&M University. Harriman is involved in an outside business activity through Harriman Financial. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he operated The Cataldo Agency and held management roles in several wine-related businesses. He is also the managing director of Hayner Valley Grove LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a combination of firm-offered and third-party advisory programs.

Calvin Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role at Charles Schwab, he has worked in education and at JH Sports Center. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and due diligence on alternative investments.

Bryan Spencer is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and the Texas Public Finance Authority, as well as work outside finance at Uber Eats and Perini Ranch and Steakhouse. 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 formal alternative-investment program.

Gina Bustos is a financial advisor with Cetera and holds a Series 65 license. She has four years of industry experience, having previously worked at Avantax Advisory Services and serving as a Wealth Management Assistant at Eagle Harbor Financial. Outside of her advisory role, she serves on the board of directors for the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera Investment Advisers LLC is a large nationwide network of independent advisors that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and supervises over $256 billion in assets under management.

Steven Bright is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he is a partner in Prominent Team 360 LLC, a business formed by advisors to lease office space and manage related expenses. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.