Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. 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 analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Carlos Guerra is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities in Austin, TX. He has worked at J.P. Morgan Securities since 2012 and is also involved as a partial partner in a family investment partnership based in Mexico. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by a centralized due-diligence framework.

John Dover is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services supported by multiple advisory platforms and a variety of third-party solutions.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Deborah Sallee is a CFP®-designated financial advisor with Edward Jones in Austin, TX, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Sallee serves on the board of directors for the Senna Hills Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Derek Rhoades is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to joining Schwab, he spent six years with Figure Eight Properties and Lakeside at La Frontera. 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, offering multi-asset model portfolios and alternative investment options.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Gladstone Wealth Group, and Principal Financial Services. Outside of his advisory role, he is involved in real estate title services through Verde Capital Partners in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies. The firm supports advisors with a range of strategies and technology tools, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Aiden Steinle is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 credentials and bringing five years of industry experience. Prior to his current role, he was involved with Southwestern University and The Megaphone Student Newspaper. Outside of finance, Steinle operates a small crafts business, tutors high school mathematics occasionally, and undertakes occasional delivery work. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated investment advisory services, combining non-discretionary client guidance with access to discretionary separately managed accounts and a broad range of integrated brokerage and custody services.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Blaine Harriman is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. Prior to joining the financial services sector, he worked at Dell Technologies and Texas A&M University. He is also involved in insurance and benefits activities outside his advisory role. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm supports independent Financial Professionals through multiple platform arrangements and offers a range of investment strategies, including proprietary models and access to third-party managers.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he operated The Cataldo Agency and held management roles in several wine-related businesses. He is also the managing director of Hayner Valley Grove LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a combination of firm-offered and third-party advisory programs.

Calvin Ross is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, his background includes roles at JH Sports Center and a period focused on full-time education. He is based in Austin, TX. 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 options supported by multi-asset model portfolios and centralized operational infrastructure.

Bryan Spencer is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and the Texas Public Finance Authority, as well as work outside finance at Uber Eats and Perini Ranch and Steakhouse. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Gina Bustos is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She previously worked at Avantax Advisory Services and serves as a wealth management assistant at Eagle Harbor Financial. Outside of her advisory work, she is a board member of the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera is an SEC-registered adviser offering a multi-manager platform through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.