James Dell is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors, LLC. Outside of finance, he has experience with sports organizations, including Chattanooga Red Wolves SC and Seaford Rangers SC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform that includes custody, underwriting, and capital markets activities.

Nicholson O'reilly is an advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes positions at Balentine and College Hunks, as well as attending Tulane University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and alternative investments.

Ansur Mazhar is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

William Martin Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Trust Advisors L.P. and Pacific Life. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs and draws on a range of portfolio management styles supported by affiliated research and sub-advisers.

Amy Aguilar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for ten years. Wells Fargo Advisors is a national securities firm providing 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 supported by research and analytics.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.

Kristen Nielsen is a financial advisor with LPL Enterprise LLC in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Securities America, Tallus Capital Advisors, and MassMutual. LPL Enterprise LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services also encompassing financial planning, insurance product sales, and trust and lending programs.

Dima Aboshady is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, Dima worked at Charles Schwab and Meradia Group. Outside of finance, Dima operated an Etsy shop, Dima's Designs, and also worked as a server at Jack and Ginger's. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jennifer Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX, holding a Series 66 designation and 15 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2013 and has been involved with Capital Advisors since 2006, where she serves as president. Outside of her advisory role, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Lance Fricke is a Financial Consultant at Fidelity Investments, where he has been employed since 2018. In his current role, he assists clients in developing, executing, and maintaining comprehensive financial plans tailored to their long-term financial goals. Lance has held multiple positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, Licensed Financial Representative, Client Experience Advocate, and Financial Services Representative. This progression reflects his broad experience within the financial services industry. Outside of his professional work, Lance has interests that include camping, comedy, fishing, football, music, and soccer.

Christopher Coffin is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 credential and 18 years of industry experience. He previously worked at Merrill Lynch and Bank of America, N.A. Coffin is also involved with Coffin Financial Group Powered by LPL Financial. 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, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Hunter Mendiola is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at the Law Office of Allen and Weaver and the Law Office of Antoinette Bone. He also has experience as a chef and spent several years in full-time education. 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 advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Forrest Six is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Voya Financial Advisors, Charles Schwab, and a five-year tenure at EVO Entertainment Group. Outside of his advisory work, he is involved with Himelick Financial Group, where he assists with financial plans, portfolio rebalancing, and analysis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Michelle Garcia is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2012, including Schwab Retirement Plan Services and multiple Schwab Trust and Bank affiliates. 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 operates a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Guevara is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he owned a collectibles resale business and worked as a store associate at a bakery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Carter Boehm is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Brick Street and Venturi Private Wealth. Carter also attended the University of Texas at Austin from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager research, and customized performance reporting. Their investment approach combines quantitative and qualitative due diligence supported by a manager solutions team and incorporates an ESG eligibility framework.

Kirby Marik is a Series 66-licensed financial advisor with Ameriprise in Austin, TX. Marik has recently transitioned into financial advisory work, joining Ameriprise in 2026 after a diverse background including roles in fitness, education, and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ryan Henderson is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Nathan Robnett is a financial advisor at Cetera with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at Avantax and Woodbury Financial Services. Robnett is also the owner of Robnett CPAs, a certified public accounting firm providing tax and accounting services, and Robnett Financial, LLC, where he serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and manages more than $256 billion in assets. The firm offers a multi-manager platform with a variety of investment strategies and serves a diverse client base including individuals, retirement plans, and institutional accounts.

Matthew Feigin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that align with their long-term goals. Matthew focuses on connecting all aspects of clients' financial lives and prioritizing the goals that matter most to them through a customized, goals-based approach to investing. Matthew's expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He holds professional designations such as Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Texas System. Born and raised in New York, Matthew has lived in Austin, Denver, and Miami before settling in Texas. He and his wife, Mia, were married in late 2023 and have two children, Wilson and Margo, as well as an eight-year-old cattle dog named Rufus. Matthew's personal interests include basketball, football, golfing, music, spending time with his family, and traveling.