Alberto Sandoval is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at TD Ameritrade, TravisMathew, and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to affiliated discretionary separately managed accounts using multi-asset model portfolios and a centralized operational structure.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Ross Dowling is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee for family investment activities. 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 customized financial planning and consulting through a variety of portfolio management styles and affiliated research resources.

Stephen Feinstein is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and JPMorgan Chase Bank, N.A. He has been with J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Russell Philips is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Investments, LLC from 2002 to 2011 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, 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.

Ford Thompson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Andrew Marcus serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Austin, Texas. In this role, he focuses on comprehensive wealth management, helping clients make confident, long-term financial decisions. His expertise encompasses managing new wealth, portfolio management services, and retirement income. Marcus employs a disciplined, client-first approach, combining strategic insight with personalized guidance to develop customized strategies and deliver trusted, relationship-driven advice. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Greenhill and attendance at the University of Texas System, with no degree conferred. Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Dilnawaz Gazdar is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. Gazdar also acts in a fiduciary capacity for a family estate. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Luke Skifich is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at First Allied Securities, Inc., The Fox Alliance, and Nfp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and various analytical tools.

Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 credential and has a background that includes roles at Austin Bodybuilding and various food service businesses, as well as teaching positions at the University of Texas at Austin and the Austin Waldorf School. Equitable Advisors serves a broad 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, utilizing a range of third-party advisory models and investment options.

Alan Shaw is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. Before joining Morgan Stanley in 2026, he spent 13 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of financial advisory, he is a passive minority investor in a healthcare IT startup, Manta Health. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Edward Cruz Medrano is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Charles Schwab since 2019, including a role at Charles Schwab Bank, SSB since 2025. Prior to that, he worked at Manpower, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base of 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 a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence on alternative investments.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.

Brent Hagen is a financial advisor with Osaic Wealth, holding a Series 66 designation and 21 years of industry experience. He has previously worked at MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business and a property/casualty insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Russell Zapalac is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as a director on the HOA board for Woodlawn Place Condos. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across a broad range of financial topics. The firm combines planning with managed-account services through its WealthPlan program while maintaining separate delivery of advice and portfolio management.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing arrangements.