Ashley Gonzalez is a financial advisor with Wells Fargo Advisors in Austin, TX, holding a Series 66 designation and with nine years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Charles Schwab & Co., Inc. In addition to her role at Wells Fargo Advisors, she has a minority ownership interest in Vision Wealth Group LLC, where she dedicates time monthly. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services, and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Frank Penn is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Penn is the CEO of FWPGP, Inc., a business involved in non-investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and municipal advisory services.

David Reyes III is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Dominic Lanzillotta is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in private wealth retirement planning and focuses on delivering personalized financial strategies to help clients pursue their long-term goals. Dominic's client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Born and raised in Cincinnati, Ohio, Dominic graduated from the United States Military Academy at West Point. He is an Army combat veteran and Bronze Star recipient. After serving in the military, he worked at Deloitte Consulting with a focus on supply chain and mergers and acquisitions. He transitioned to wealth management at Merrill Lynch to make a more direct and positive impact on clients and to apprentice under a veteran advisor with 38 years of experience. Dominic holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Dominic currently resides in south Austin with his dog Byron. He enjoys hiking, golfing, reading, and spending time with family. He also participates in community volunteer activities, following the Merrill tradition of community involvement.

Johann Frederik Kirsten is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in customized, actively managed financial strategies tailored to individual investment goals. He has expertise in areas including college education planning, international wealth management, socially responsible and values-based investing, tax minimization, retirement income, and portfolio management services. Johann Frederik holds a Bachelor of Engineering from the University of Pretoria in South Africa and a Master of Business Administration with a focus on International Business and Finance from the University of Texas at Dallas. His academic experience includes international study in Germany and Poland to analyze multinational corporate investments. Prior to joining Merrill Lynch Wealth Management in 2018, he gained extensive experience in engineering, finance, and business management through roles at Anglo American Corporation and Bristol Myers-Squibb Pharmaceuticals, as well as managing his own development and investment businesses. Fluent in Dutch and English, Johann Frederik resides in Austin, Texas, with his wife and two children. He aligns his work with a personal philosophy of developing one-on-one financial strategies to help clients pursue long-term goals and participates in community volunteering consistent with Merrill’s tradition of service. His personal interests include adventure sports, biking, camping, chess, hunting, running marathons, scuba diving, tennis, and traveling.

Reyes Alvear is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 2005, with a prior role at Optionsxpress, Inc. from 2015 to 2017. 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized supervisory, custody, and order-routing services.

West Jackson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials. Jackson has been with the firm since 2026 and has prior experience working in the fitness industry, including roles at Lifetime Fitness and The Perfect Workout. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Whitney Allen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Chase Hakes is a financial advisor at Charles Schwab with three years of industry experience. He has previously worked with the Colorado Rockies Baseball Organization and Walmart. 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 multi-asset model portfolios and alternative investment options.

Gabrielle Wilde is a Financial Consultant currently working with Fidelity Investments. She collaborates closely with clients to develop financial plans that address their long-term needs and adapt as their circumstances change. Her approach is informed by her personal experience with loss, which has fostered a commitment to guiding clients through challenging life events. Gabrielle's professional experience includes roles at Fidelity Investments since 2020, progressing through positions such as Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. Outside of her professional career, Gabrielle has interests in comedy, cooking and baking, and traveling.

Angela Kuno is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. She previously worked at Cambridge Investment Research Advisors and associated entities from 2016 to 2022. Outside of her advisory role, Kuno serves as treasurer for a homeowners association in Austin, TX. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers to meet diverse client needs.

Jordan Narcisse is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch and Simmons First National Bank. Narcisse is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence that combines quantitative and qualitative research to build model asset allocations.

Jessica Walgenbach is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, using a primarily model-driven investment approach with access to third-party asset managers and wrap programs.

Rona Neuneker is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2014. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Mark Glasper is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he held various roles including work with Amazon Flex and time spent in full-time education. 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, offering investment guidance through multi-asset model portfolios and a formal alternative-investment onboarding process.

Barry Wood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Carlos Aguilera serves as an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since 2012, he has provided personalized financial strategies that address the unique needs of clients, particularly focusing on managing cross-border wealth complexities. He supports clients with a range of services including family wealth management strategies, liquidity management, tax minimization, retirement income planning, and small business strategies. Carlos is a native speaker of both Spanish and English, which enables him to serve a diverse client base with clarity and confidence. He holds professional designations as a Chartered Retirement Planning Counselor and Personal Investment Advisor within the Merrill Investment Advisory Program. He earned a bachelor's degree from the University of Texas System. Beyond his professional work, Carlos has personal interests in soccer, tennis, and traveling.

Ashley Brunson is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill Lynch since 2006. Outside of her advisory work, she is employed as a bartender for a service called Cocktails 4 U in College Station, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with eight years of experience. She has been with Edward Jones since 2017. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, a business currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, affiliated mutual funds, and additional services including tax-efficient solutions and securities-based lending. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Anders Rasmussen is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Wells Fargo Clearing since 1986. Outside of his advisory role, he owns a collectibles buying and selling business in Martindale, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.