Brett Korensky is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since June 1991. He specializes in serving high net worth families and business owners, focusing on personalized financial strategies that address both personal and corporate financial needs. His areas of expertise include high net worth advisory, corporate equity award management, alternative investment portfolio management, and post monetization strategies for business owners. Brett holds an undergraduate degree in Economics and Mathematics from Northern Illinois University, earned in 1991, and a Master of Business Administration from the University of Chicago Graduate School of Business, completed in 2000. He is also a Personal Investment Advisor (PIA). Brett tailors his advisory services based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He is involved in philanthropy as an advisory board member for Mainspring Schools in Austin, Texas, and supports other local non-profits in Austin and Denver, Colorado. Brett resides in Spicewood, Texas, with his three children, Olivia, Graham, and Kaiya.

Tanner Crum is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and has experience in retail and service roles at various companies including Fat Quarter Shop. 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, third-party asset management, and institutional platforms.

Brett Laine is a financial advisor at Cetera with the PFS™ designation and four years of industry experience. He also serves as a member of Carpenter & Langford PLLC, a tax preparation and consulting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Butcher is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Edward Jones, Liberty National, and WP Engine. 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 and access to third-party asset management, supported by a broad platform of investment strategies and operational tools.

Leyviana Smith is a financial advisor with Primerica Advisors in Cedar Park, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 1996. Smith is also involved in sales of investment-related and other home products through affiliated companies and owns Spillane & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure.

John Spano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 registrations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he works as an independent insurance agent and operates his own financial services firm, Spano Financial, LLC, in Cedar Park, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary account management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Bradley Reeves is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, he operates a small aerial real estate photography business using drone technology. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers centralized custody and brokerage solutions.

Denver Childs is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, BBVA Wealth Solutions, Ameriprise Financial Services, and Regions Bank. He also serves as a financial advisor for Comerica Financial Advisors powered by Ameriprise Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Charles Grimes Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Prior to that, he was with Merrill from 2001 to 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including customized financial planning supported by a structured discovery process and proprietary tools.

Michael Sabra is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he shares responsibility for an office suite used by Ameriprise Franchisee advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Brown is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with MML Investor Services and MassMutual Life Insurance Co since 2016. Brown serves as board treasurer for Independent Identity, a nonprofit that assists adults with autism by managing cash flow and budgeting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate settlement planning.

Todd Lively is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fortis Investors, Inc. since 1993. Outside of his advisory role, he is president of Southwest Business Consultants, Inc., a firm specializing in tax compliance, consulting, and litigation support. OSAIC Wealth serves a diverse group of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services supported by a model-based investment process and operates through a multi-advisor platform that integrates various affiliated entities and third-party managers.

Jason Sadeghbeigi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup, Bank of America, Merrill, and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery tools and a range of investment products.

Christopher Davenport is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. In addition to his advisory role, he serves as a FINRA arbitrator in Chicago, acting as an industry-affiliated individual on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment programs under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional services such as trust and securities-based lending.

Emmanuel Aguirre is a financial advisor at Charles Schwab in Austin, TX, with two years of industry experience. He previously worked at DoorDash for four years and at Thyme Matters for four years before joining Charles Schwab. He holds Series 63 and Series 66 designations. 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 affiliated discretionary separately managed accounts and an established alternative investment platform.

Logan Jackson is a Series 66-licensed financial advisor with LPL Financial, based in Austin, TX. He has prior work experience at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. 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, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Jacob Baker is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Texas Health and Human Service, Insight Global, and IBC Mortgage. 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 mix of non-discretionary and discretionary investment options, leveraging multi-asset portfolios and alternative investments within a large, integrated operational structure.

Joy Strickland is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Annie Bao is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Sunrun and the Duke University Cardiovascular Research Center. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

James Aguilar is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at USAA Financial Planning Services and United Services Automobile Association. Outside of finance, he provides respite services to individuals with special needs through his involvement with Life Time Living. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and structured investment guidance.