William Hart Jr. is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is a limited partner in a family ranch business, Blue Mountain Investments LTD, located in Kerrville, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large network of advisors and branch offices nationwide.

Shane Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at several firms since 2015, including Ameritas Investment Corp. and Capital Choice Investment Advisers. Outside of his advisory role, Allen serves as a pastor at Crossroads Assembly of God and is involved in real estate as a realtor with Austin Options Realty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based strategies.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Justin Hinojosa is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and TD Ameritrade. His current role at Charles Schwab and Charles Schwab Bank began in 2020 and 2025, respectively. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Allison Bouwman is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Concordia University, Austin, where she served as an adjunct professor teaching a forensic science course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding a ChFC® designation and a Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Urban Mattress and spent 18 years as a homeschool teacher. She also provides limited nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Michael Villanueva is a ChFC® and Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Charles Schwab in Austin, TX, where he has worked since 2023. Prior to joining Schwab, he held roles at First Command Insurance Services and served in the U.S. Army from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment options, with an integrated structure that includes advisory, brokerage, custody, and cash-sweep services.

Jeanne Underwood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Treehouse Retreat, LLC, a real estate business in Austin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joel Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2008. Pezzano also operates Pezzano Investment Management LLC, an investment-related business used primarily for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Armando Tamez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various roles within Charles Schwab since 2019. Prior to joining Schwab, he held positions at Holy Cross College and PPG Paints. Charles Schwab serves a large client base primarily composed 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 management using multi-asset model portfolios, with centralized operations supporting a high client coverage per advisor.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked with Texas All-Star Cheer and Dance and Pflugerville ISD, and served with the Pflugerville Police Department. Outside of advising, he is also an independent insurance agent and provides portfolio consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals who tailor strategies using both proprietary and third-party model solutions across multiple platform arrangements.

Scott Duplantis is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the sole owner of Kill It or Drill It, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. 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 recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Waqar Meyer is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles across financial and real estate services, including prior positions at First Allied Securities, Austin Wealth Management, and Bayshore Mortgage Funding. Outside of his advisory work, he is involved in mortgage services and serves as a nutritional coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Hassan Ali is a financial advisor with LPL Financial based in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lindsey Cole is a CFP®-certified financial advisor with three years of industry experience, currently with LPL Financial in Austin, TX. Prior to joining LPL Financial in 2024, she worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering the financial services industry, she held roles at Carillon Senior Living and Red Robin. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Michael Stoehr is a financial advisor with Equitable Advisors in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Jeffery Nitsche is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and 66 licenses and has worked at Charles Schwab Bank, SSB since 2021, in addition to his ongoing role at Charles Schwab starting in 2007. Outside of finance, he has worked as a farm hand involved in livestock care and property maintenance. 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 a multi-asset investment approach supported by centralized supervisory and custody arrangements.