Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Ethun is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Thrivent Investment Management. Outside of advising, he operates a non-investment business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Lisa Aschenbeck is a financial advisor with Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge Investment Research since 2010. Outside of her advisory role, she is a partner in Texan Tree Depot and has involvement as an independent insurance agent. 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 a range of financial planning and investment management services delivered through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

Nils Eric Florander is a Series 66 licensed financial advisor with Edward Jones, based in Marble Falls, TX. He has 10 years of industry experience and has been with Edward Jones since 2015. He also has a concurrent role at Baylor University since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ritchy Scoggin is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Legg Mason Wood Walker, Inc. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Paul White is a financial advisor at Edward Jones in Marble Falls, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, White serves as an advisory board member for Heart of the Hills Pregnancy and Family Resources and is president of the school board at St. John Bosco High School in Fredericksburg, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Dregits is a financial advisor with Edward Jones in Lakeway, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Gary Hassenfratz is a financial advisor at Cetera with 36 years of industry experience. He has been with Cetera Investment Services LLC since 2000 and with Cetera since 2014. His credentials include Series 63 and Series 66 licenses. Outside of his advisory work, he serves as executor of the Charles Hassenfratz estate and holds power of attorney for his parents' Morgan Stanley accounts. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors, employing a multi-manager platform with both discretionary and non-discretionary program options.

Adam Gafken is a CFP®-credentialed financial advisor with Edward Jones, based in Lakeway, TX. He has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Caroline Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Wells Fargo Clearing from 2010 to 2012. She is also involved with Pezzano Investment Management LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Fahad Jethwa is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Tiaa Cref Individual & Institutional Services and Morgan Stanley. Outside of his advisory career, Fahad is involved in a family-owned automotive business in Austin, Texas, where he serves as president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Edward Deutschlander is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an author of multiple books and serves on several nonprofit and educational boards, including the American College of Financial Services Board of Trustees and the Macalester College Board of Trustees. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Elizabeth Geesin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she is an independent wine consultant and owns Bluestone Cellars LLC, a wine-related business based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Clare Grabarkewitz is a financial advisor with Edward Jones in Lago Vista, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Tarleton State University and Insurance Planners & Advisors Group Inc. Outside of advising, she owns a short-term rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Peck is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, and DV Trading. In addition to his advisory role, he serves as an executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, various program structures, and custodial relationships.

George Williams is a financial advisor at Fidelity with 14 years of industry experience. His prior roles include positions at Empower Wealth and Tax, Travis County, LPL Financial/Strategic Financial Concepts, New England Securities, Chase Investment Services, Edward Jones, and Ameriprise. He holds Series 63, Series 65, and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves multiple registered investment companies and intermediaries.

William Sowers V is a financial advisor at Osaic with a Series 66 credential and one year of industry experience. He has worked at IronBridge Wealth Counsel LLC and Northern Edge Advisors LLC, among other roles. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Frank Winford Sr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2016. Outside of his advisory role, he serves as a trustee for two family trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Steven Kampwerth is a CFP® professional with 27 years of experience in financial services. He is currently with OSAIC and has previous experience at firms including Lion Street Financial, Investacorp Inc., Highland Capital Brokerage, and Banc of America Investment Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.