Eric Pomerantz is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Oppenheimer and Investment Professionals, Inc. He serves on the Board of Directors for Texas Hillel. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies, and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mark Thompson is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he manages Dos Double Eagle LLC, a farming business, and M&M Investments, an investment management LLC. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Harold Allen is a CFP® and Series 66-registered financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Kenneth Cardenas is a financial advisor at Charles Schwab in Austin, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research.

Neil Short is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Outside of his advisory role, he serves as the executive director running the All-Star organization for the Lake Travis Youth Association Baseball Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Brandi Wilburn is a Series 66-licensed financial advisor with Edward Jones in Elgin, TX, having three years of industry experience. Prior to joining Edward Jones, she was affiliated with Texas State University for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hix is a CFP®-designated financial advisor with 14 years of industry experience. He currently works at Edward Jones and previously held positions at Merrill Lynch (Bank of America) and JPMorgan Chase & Co. 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 financial services, supported by a large network of advisors and branch offices nationwide.

Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Reynaldo Stoddart is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked with New York Life affiliates for eight years before joining Mass Mutual in 2020. Outside of his advisory role, he coaches kids' soccer. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using technology-assisted tools to develop written recommendations as part of ongoing client relationships.

Mele Darley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Canada College and The LDS Church. Outside of her advisory work, she occasionally provides paid caregiver support to an elderly individual and participates as a founding member of an engineering services company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 model portfolio approach and centralized operational infrastructure.

Eric Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent a decade at Fidelity Investments, including two years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a member of Brown Cow Properties, LLC, which manages a short-term rental property in Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary SMA portfolios. The firm combines a large client base and integrated services including brokerage, custody, and alternative investment options.

Bailey Leroux is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Raymond James, Bailey worked at Bank of America, Merrill, and Equitable Advisors. Outside of financial advising, Bailey is the owner and sole proprietor of RCL Essentials. 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, and municipal entities, and offers tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Greg Creech is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns Creech Honey Farm, where he engages in backyard beekeeping and sells honey at farmers' markets. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary client relationships with access to discretionary separately managed accounts.

Carlos Arana is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and previously operated Arana Installations, LLC for one year. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and provides custody and trade execution through Pershing, maintaining approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Victor Ordonez is a financial advisor with LPL Financial in Austin, TX, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he was involved with Florida Financial Advisors and Texas Financial Advisors, and has held roles outside the financial sector including in hospitality and AI solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Priyesh Purushothaman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Schwab in 2023, he worked at firms including Kepler Capital Markets and Cresent City Capital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life, LLC, a business he has operated since 2021. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Sean Durkin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for six years and has additional experience in the bicycle retail sector. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.