Gerardo Solis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to this, he worked at Nike and the University of North Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

William Bruin is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. He has prior experience working with several professional soccer teams, including Austin FC, Seattle Sounders, and Houston Dynamo. Outside of his advisory role, he serves on the board of Pflugerville FC, a youth soccer club, where he assists with tournament registration and communications with families. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, and estate planning decisions.

Stephen Rodriguez is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Bee Cave, Texas, and has nine years of industry experience. He previously worked at Dimensional Fund Advisors and DFA Securities LLC for seven years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicolas Campbell is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Costco, and several resale businesses on platforms such as GOAT, StockX, and eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Jeffrey Mc Crary is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Mass Mutual in 2023, he spent over a decade at St. Andrew's Episcopal School. He also serves as a trustee managing a family trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools.

Toney Gizzarelli is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Financial Services Inc and Foresters Financial Services. In addition to his advisory role, he is involved with North Star Consultants and North Star Brokerage as an agent/broker specializing in fixed insurance sales. Cetera Investment Advisers LLC is a large 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 a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party investment managers.

Matthew Johnson is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked with Waddell & Reed, Inc. and various insurance carriers. He is also involved in Jjmack Group, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Kendall Aramaki is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm in 2026, he worked at Deloitte and has experience as a self-employed professional and in various entrepreneurial roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using advanced analytics and tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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 in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Schwab, he worked at PIMCO Investments LLC for three years and has experience across both investment management firms and other sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services supported by an integrated operational framework.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he manages player data and reporting for college football programs at Reel Analytics and works as a driver on weekends for Uber. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools to support various investment strategies.

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 Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. She has worked at Charles Schwab Bank, SSB since 2024 and held roles at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. from 2014 onward. Outside of her advisory work, she instructs dance through meet up.com in Austin, TX. 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Brent Thomas is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 2007 and Charles Schwab Bank since 2020, with prior roles at Banc of America Investment Services and U.S. Bancorp Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational support.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with broad retail and institutional offerings.

Chandler Friesenhahn is a CFP® with six years of industry experience currently with Charles Schwab in Austin, TX. He has been associated with Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he worked at The Fit Company and The Retail Connection, and has experience at Lifetime Fitness. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

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.