Shane Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked with Cambridge Investment Research and related firms since 2017. Outside of his advisory role, he is also a licensed realtor and serves as a pastor at Crossroads Assembly of God. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and technology tools.

Justin Hinojosa is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and TD Ameritrade. His current role at Charles Schwab and Charles Schwab Bank began in 2020 and 2025, respectively. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Allison Bouwman is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Concordia University, Austin, where she served as an adjunct professor teaching a forensic science course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, Kari worked with Sleep on It, dba Urban Mattress, and spent 18 years as a homeschool teacher. Outside of advising, Kari provides nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Michael Villanueva is a ChFC® and Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Charles Schwab in Austin, TX, where he has worked since 2023. Prior to joining Schwab, he held roles at First Command Insurance Services and served in the U.S. Army from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment options, with an integrated structure that includes advisory, brokerage, custody, and cash-sweep services.

Jeanne Underwood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Treehouse Retreat, LLC, a real estate business in Austin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Armando Tamez is a financial advisor with Charles Schwab and Co., Inc. in Austin, TX. He holds the ChFC® designation and Series 63 and 66 licenses, and has six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior positions in education and manufacturing. 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 models with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options through a centralized platform.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the Pflugerville Police Department and was involved with Texas All-Star Cheer And Dance and Pflugerville ISD. Outside of advising, he also works as an independent insurance agent and provides consulting services related to portfolio due diligence. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Scott Duplantis is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the sole owner of Kill It or Drill It, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Waqar Meyer is a financial advisor with LPL Financial in Round Rock, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at several firms including First Allied Securities, Austin Wealth Management, Bayshore Mortgage Funding, and Alterra Group. In addition to his advisory role, Meyer is involved in mortgage services and acts as a nutritional coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Hassan Ali is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002 and previously at UBS Financial Services from 1999 to 2002. 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 advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Lindsey Cole is a CFP®-designated financial advisor with three years of industry experience. She is currently with LPL Financial and has previously worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering financial advising, she held positions at Carillon Senior Living and Red Robin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Stoehr is a financial advisor with Equitable Advisors in Austin, TX, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach and relies on third-party asset managers and advisory programs for investment implementation.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Jeffery Nitsche is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and 66 licenses and has worked at Charles Schwab Bank, SSB since 2021, in addition to his ongoing role at Charles Schwab starting in 2007. Outside of finance, he has worked as a farm hand involved in livestock care and property maintenance. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Jennifer Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. In addition to her advisory role, she serves as a power of attorney for her grandfather. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hershel Meriwether II is a ChFC® credentialed advisor with 36 years of industry experience. He has been with MML Investors Services, Inc. since 1990 and Massachusetts Mutual Life Insurance Company since 1989. He is based in Austin, TX. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-based investment guidance.