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 with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked at Bank of America for six years and has diverse experience including roles in education and seasonal positions such as lifeguarding and working at Menchies Frozen Yogurt. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance, discretionary separately managed accounts, and integrated brokerage and custody services.

Daniel Harriman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge since 2014 and previously with Capital Choice Investment Advisers from 2008 to 2014. Outside of advisory work, Harriman is involved in financial software design as president of MoneyEdge Inc., and leads Harriman Financial Network Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals managing a multi-billion dollar asset base, offering access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Karen Campbell is a Series 63 licensed financial advisor with LPL Financial in Austin, TX, bringing 39 years of industry experience. She has worked at LPL Financial since 1997 and has been an independent insurance agent since 1989. She also serves as an expert witness on legal matters related to her field. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individual and institutional clients. The firm offers a range of financial planning and portfolio management solutions, combining extensive non-advisory financial services with oversight of over $819 billion in discretionary assets.

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.

Andrew Mac Laren is a CFP®-credentialed financial advisor with 38 years of industry experience, currently with LPL Financial since 2021. He previously worked at Waddell & Reed and Protective Life/Insurance Specialty Services and is involved with JJMACK Group LLC and the Micah 6 food pantry in Austin, TX. His activities include insurance agency work and nonprofit involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and technology tools across a large network of advisors.

Jeffrey Cartledge is a financial advisor with Thrivent Investment Management in Georgetown, TX, holding a Series 66 credential and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Santiago Calderale is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. He has a background that includes roles in both financial services and information technology. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, along with trading, account administration, and custody services.

Debbie Leach is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Banc of America Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Stuart Bristow is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he held multiple positions at Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Stuart worked as an Account Executive at Fisher Investments during two periods, 2018 and 2019 to 2021, and also served as an Associate Vice President at Personal Capital in 2019. In his current role, Stuart focuses on providing clients with a sense of fulfillment and empowerment in their financial planning. He aims to understand and prioritize clients' goals to co-create a sound financial roadmap aligned with their objectives. Outside of his professional responsibilities, Stuart enjoys attending concerts, social events with friends, playing golf, and watching movies.

John Lukes II is a financial advisor at Charles Schwab with 21 years of industry experience. He has held his current position at Charles Schwab since 2009. Outside of his advisory role, he is starting a consumer packaged goods business focused on soap manufacturing and sales through online platforms and local markets. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Christopher Wong is a Financial Consultant who partners with clients to develop a unique, holistic approach to help them navigate their financial goals. He focuses on helping clients build confidence through a better understanding of their finances, enabling them to concentrate on what is important to them rather than worrying about their future. He has experience as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2024 and served as a Financial Representative at Fidelity Investments from 2021 to 2023. Christopher holds a California Insurance License. Outside of his professional work, Christopher enjoys cooking and baking, fishing, fitness, swimming, and traveling.

Javier Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has been with Charles Schwab since 2017 and Charles Schwab Bank SSB since 2021. Outside of advising, he manages a rental property in Leander, Texas. 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 and offers investment guidance via multi-asset model portfolios and alternative investment options.

John Gruetzmacher is an advisor with LPL Financial based in Austin, TX. He holds the Series 66 credential and began his advisory career in 2025. Prior to his role at LPL Financial, he worked in the restaurant industry with positions at Mastro's Restaurants and Olive Garden, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering both discretionary and non-discretionary strategies alongside various institutional platforms.

Eddie Rathburn II is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Hardwood Design Company from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,700 financial advisors.

Alice Rodriguez is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses, and bringing 19 years of industry experience. She has worked extensively within various Schwab entities since 2006, including Charles Schwab Trust Bank and Charles Schwab Premiere Bank. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Austen Salusbury is a financial advisor at Edward Jones based in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2026 following a 26-year career in the British Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Brett Korensky is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since June 1991. He specializes in serving high net worth families and business owners, focusing on personalized financial strategies that address both personal and corporate financial needs. His areas of expertise include high net worth advisory, corporate equity award management, alternative investment portfolio management, and post monetization strategies for business owners. Brett holds an undergraduate degree in Economics and Mathematics from Northern Illinois University, earned in 1991, and a Master of Business Administration from the University of Chicago Graduate School of Business, completed in 2000. He is also a Personal Investment Advisor (PIA). Brett tailors his advisory services based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He is involved in philanthropy as an advisory board member for Mainspring Schools in Austin, Texas, and supports other local non-profits in Austin and Denver, Colorado. Brett resides in Spicewood, Texas, with his three children, Olivia, Graham, and Kaiya.

Tanner Crum is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and has experience in retail and service roles at various companies including Fat Quarter Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Butcher is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Edward Jones, Liberty National, and WP Engine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform of investment strategies and operational tools.