Emily Smyth is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Bryan Lawhon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized wealth management strategies that address their individual financial goals and aspirations. Bryan focuses on understanding clients' priorities to create tailored financial plans that encompass aspects such as family wealth management, retirement planning, legacy planning, and tax minimization. Bryan has dedicated his career to financial advising, driven by a passion for investing and wealth planning. He has spent most of his life in Texas and holds both a Bachelor of Arts in History and an MBA from the University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Outside of his professional work, Bryan enjoys baseball, fishing, football, golfing, reading, and spending time with his family. He lives with his wife Katie, their daughter Ellie, and their mini-golden doodle Pippi. Bryan balances his work by supporting his daughter's sporting events and following the Texas Longhorns.

Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Kampwerth is a CFP® professional with 26 years of industry experience. He is currently with OSAIC and has previously held roles at Highland Capital Brokerage, Investacorp Inc, Lion Street Financial, and Crump Life Insurance Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced portfolio construction tools and access to third-party investment platforms.

Edward Kunkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers over three decades of experience working with high-net-worth individuals, families, and business owners. Edward specializes in personalized wealth strategies that encompass investment management, tax-efficient planning, estate and legacy structuring, and philanthropic advisory. He provides tailored financial solutions to entrepreneurs, corporate executives, and retirees managing complex financial lives. Edward collaborates closely with clients' attorneys, CPAs, and estate planners to ensure alignment across their financial objectives. His approach focuses on simplifying complexity, protecting capital, and supporting long-term success through disciplined and consultative guidance. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from the University of California System. In addition to his professional role, Edward has served on the boards of community organizations such as Any Baby Can and Lifeworks Austin. He and his family have lived in the Steiner Ranch community in Austin since 2006, where he balances his work with personal interests including fishing, football, and golfing.

Cade Bortle is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Charles Schwab, his work history includes positions outside the financial sector. 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 discretionary separately managed accounts and provides comprehensive custody and brokerage services.

Robert Spradling is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials. He joined LPL Financial in 2026 and has prior experience at First United Bank and Trust, Charles Schwab, and various roles outside the financial industry, including service with the Texas Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services.

Darrik Fisk is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. He previously worked at First Command Financial Planning from 2011 to 2021. 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 guidance with integrated brokerage, custody, and advisory services.

Cole Gaches is a financial advisor at Equitable Advisors in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including independent contracting and academic settings. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Jordan Dewitt is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Assurance IQ, and Morgan Stanley. 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 separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. 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 multi-asset model portfolios supported by proprietary research.

Christopher Sullivan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Comerica Securities and Bank of America, N.A. prior to his current role. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Nicholas Philbeck is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he owns Philbeck's Boating Company, a boat detailing business based in Lago Vista, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from various sources.

Cameron Gregory is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies for five years and has also been involved with Winkthreads LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Deborah Lawyer is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates, Signator Investors, and OSAIC Wealth, Inc. She is also president of Jerry Lawyer & Associates, Inc., a corporation wholesaling fixed insurance products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Uriel Bach is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a finance community board member for Congregation Agudas Achim. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers additional services such as tax-efficient investing and securities-based lending.