Nathaniel Hoffman is a financial advisor at Cetera with over 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Securian Financial Services, Inc. and Cri Securities, Inc. Hoffman is also involved as an agent and broker in fixed insurance sales through North Star Consultants, a role he has held since 2011. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment managers through a multi-manager platform with diverse program structures.

Laurice Crain is a financial advisor at Equitable Advisors in Austin, TX, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at AXA Advisors, LLC. Crain’s background includes diverse roles outside finance, such as positions at Austin Dustless Tile Removal and Apex Communications. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach involves assessing client information and risk tolerance to recommend suitable program models or managers, utilizing both proprietary and third-party offerings.

Randy Stewart is a financial advisor with Ameriprise based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Stewart serves on the Board of Directors for The Point at Rough Hollow, a community organization. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aileen Grant is a Certified Financial Planner (CFP®) with 35 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2016 and has held prior roles at Pence Wealth Management, LPL Financial, Wells Fargo Clearing, and other firms. In addition to her advisory work, she serves as president of Highpointe Advisors and is a board member of the Church of the Springs in Dripping Springs, TX. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and manages a multi-billion dollar asset base.

Hannah Bowers is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation. She began her advisory career in 2024 and has prior work experience at Berman & Co and Lehigh University. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Pumo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is involved in the ownership of several restaurant and bar businesses in the Austin, Texas area. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by advanced operational tools.

Kennon Horrocks is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for eight years each, as well as at Blue Hospitality LLC. 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, institutional clients, and municipal entities, offering financial planning, advisory services, and institutional consulting.

Tai Nguyen is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2023 and 2024, respectively. His prior experience includes roles in education and community recreation. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Brent Elyea is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes five years each at Bank of America, N.A., and Merrill. He is based in Austin, TX. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Alberto Arredondo Jr. is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he held positions at Instacart, Stewart Title, and International Bank of Commerce - First Equity. Outside of advising, he works as a Dasher for DoorDash. 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 affiliated discretionary SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Ambia Cummings is a financial advisor at Cetera with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and the International Bank of Commerce. In addition to her advisory role, she serves as Client Services Manager at Himelick Financial Group, where she manages client communications and supports financial planning and portfolio tasks. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, including access to affiliated and unaffiliated third-party managers and various program structures.

Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Kevin Yeiser is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. His prior work includes positions at the National Collegiate Athletic Association and roles connected to Texas A&M University Corps and Ohio University. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Kraleigh Woodford is a Series 66-licensed financial advisor based in Austin, TX, with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously spent 18 years at UBS Financial Services. 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 an extensive network of investment adviser representatives.

Michael Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005 and has also been associated with Breedlove, Dennis & Associates since 1992. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Donald Moore is a financial advisor with LPL Financial in Austin, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including prior roles at J.P. Morgan Securities Inc., Banc One Securities Corporation, and Citigroup Global Markets. Outside of his advisory work, he is involved with SWC Publishing, LLC, a home-based publishing and promotion business. 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 financial planning and asset management services, utilizing both proprietary and third-party investment models.

Alexander Robb is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Fidelity Investments and Deseret First 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Butterworth III is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bank of America, N.A., and Banc Of America Investment Services, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.