Stephen Hanvey is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been with Raymond James Financial since 2009 and owns Hanvey Financial, a separate support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles in education, retail, and food service, including positions at Chic-Fil-A and Texas Tech University. 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 services with access to discretionary separately managed accounts, supported by centralized custody and research resources.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as involvement with Handwaxandwash, LLC and Beckway MGT, LLC. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMA options and a formal alternative-investment onboarding process.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base 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 relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Merrill and Wells Fargo, with multiple roles spanning both advisory and banking functions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Jackline Rollins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Outside of her advisory role, she is engaged in a crafting business that involves customizing and selling items such as baby blankets, shirts, and holiday decorations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services including asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Robert Pender is a financial advisor with Osaic Wealth, Inc. based in Leander, Texas. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he is president and CEO of Estate Preservation Network, LLC, a company providing discounted legal services through a network of attorneys. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios on both discretionary and non-discretionary bases.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Maylene Poulsen is a Series 66 certified financial advisor with two years of industry experience, currently with LPL Financial. Her prior roles include positions at OSAIC and Austin National Financial Services. Poulsen also serves as a Notary Public and is involved with ANFS, Inc. as an Accounts Manager, handling client account paperwork and communications. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Felix Erbring is a Private Wealth Manager with Merrill Private Wealth Management, based in Austin, Texas. He brings over 22 years of experience in private wealth management, specializing in liquidity management, managing new wealth, socially responsible and values-based investing, ESG investing, and working with clients in the sports and entertainment sectors. Mr. Erbring holds a Bachelor’s degree from Clemson University and earned an MBA in Finance from the University of Texas at Austin, where he was recognized as a J. Anderson Fitzgerald Scholar. Prior to joining Merrill, he held positions at Goldman Sachs, Morgan Stanley, and UBS Wealth Management. He holds the Personal Investment Advisor (PIA) designation and collaborates on a team with Roger Berry and Ted Gray. Outside of his professional commitments, Mr. Erbring’s personal interests include scuba diving, surfing, and traveling.

Caleb Hulbin is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to banking and lending services through Bank of America. Caleb holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Texas System. His approach centers on understanding what matters most to clients and their families to create tailored strategies for their financial objectives.

John Elliott is a financial advisor at Charles Schwab with seven years of industry experience. He previously worked at JPMorgan Securities LLC and Axa Advisors, Llc. His credentials include Series 63 and Series 66 licenses. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Eric Sheppard is a financial advisor with Ameriprise in Pflugerville, TX, holding a Series 66 designation and 13 years of industry experience. Prior to Ameriprise, he worked at Cuna Brokerage Services, Inc. and Randolph Brooks FCU. He maintains an outside role as a financial advisor involved in financial planning at Randolph Brooks FCU. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and algorithmic tools to provide written recommendations and ongoing advice.

Donna Bromfield Day is a Series 66-registered financial advisor with Wells Fargo Clearing in Austin, TX, bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Michael Navarro is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked with The Center for Child Protection and the City and County of Broomfield. Outside of his advisory role, he serves as a notary, administering oaths and verifying signatures to support legal transactions. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, leveraging proprietary research and third-party data.

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Daniel Garces is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, with a brief period at 57 West Capital Advisors, Inc. He receives residual commission income related to his former work at 57 West Capital Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm manages client assets using multi-asset portfolios and provides centralized operational support across its large client base.