Nicholas Vorauer is a CFP® and holds a Series 66 license with Edward Jones in Austin, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of advising, he manages a rental property in Austin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Alex Lipnicky is a financial advisor at Charles Schwab with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at PIMCO Investments LLC and Pharos Capital Group. Charles Schwab & Co., Inc. serves a large client base, 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 research from its Center for Financial Research.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. 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 more than 23,000 financial advisors.

Erin Dougherty is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following eight years at Tdameritrade, Inc. Outside of finance, she teaches dance through meetup.com in Austin, TX. 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 a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Brent Thomas is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2007, including a role at Charles Schwab Bank, SSB since 2020. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a multi-asset model portfolio approach with centralized custody and order-routing arrangements.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC, where he has worked for three years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Chandler Friesenhahn is a CFP® professional with five years of industry experience, currently serving at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB, and prior positions at The Fit Company and Lifetime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, using multi-asset model portfolios and centralized operational resources.

John Zeuner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisor role, he works as an independent contractor for Hanvey Financial in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Serna is a financial advisor at Charles Schwab with 16 years of industry experience. He has been with Charles Schwab since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in reviewing plans and purchasing supplies for residential and commercial construction projects. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Judson Whigham is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of advising, he is involved in several business ventures, including managing family-owned ranches and farmland, and serving as co-CEO of a coin-operated laundromat. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Bouquet Boulter is a financial advisor with Raymond James Financial Services Advisors Inc. in Austin, TX, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. He has worked with Raymond James since 2014 and concurrently with Southside Bank since 2013. Boulter is involved with Southside Investment Services, providing support for branch advisors in his area. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored non-discretionary planning and analytical tools to assist clients in meeting their financial goals and supports municipal and public-finance work through an affiliated municipal advisor.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hunter Lively is a Series 66-credentialed advisor at OSAIC with one year of industry experience. His work history includes roles at Osaic Wealth Inc., Southwest Business Consultants, Grant Thornton LLC, and Advanced Micro Devices. He is based in Austin, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Carter Rowles is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience, currently affiliated with Equitable Advisors in Austin, TX. His career includes over 21 years at Equitable Advisors and prior roles at Axa Advisors and Mony Securities Corporation. Outside of his advisory work, he serves as treasurer for the Reflections of Walnut Creek HOA and is a trip leader for Austin Skier. 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’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Angeline Krylo is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Outside of her advisory role, she is a member partner of Four Kings Stables LLC, which involves horse boarding. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and financial planning services through an integrated wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by multi-asset strategic portfolios and alternative investment due diligence.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Jayden Hutchings is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked in various roles including training and compliance, retail, and education. Outside of finance, he owns and oversees operations for a security and surveillance business as well as a wholesale trade/import-export company. 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 offers a mix of non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Silas Um is a financial advisor with Equitable Advisors in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes roles at BNY Mellon and prior involvement in the restaurant industry. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.