Juanita Stephens is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for nine years. In addition to her advisory role, Stephens serves as president of a homeowners' association, acts as a community liaison for a women’s development enterprise, and co-owns a business that produces organic healing balm. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad range of investment options.

Alexia Masci is a Series 66 licensed advisor at Charles Schwab with eight years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Addison Group and Wells Fargo. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Adrianne Wempe is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. She began her current role in 2026 and has prior experience at JPMorgan Chase Bank, Comerica Bank, and Woodforest National Bank. Outside of her advisory work, she is involved with Wempe Enterprises LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Michael Johnson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Austin, TX. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Texas Rugby Alumni Association. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver comprehensive, non-discretionary retirement recommendations through a centralized consulting team.

Scott Brueckner is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at optionsXpress from 2014 to 2017 before joining Charles Schwab in 2017. 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, leveraging multi-asset model portfolios and a centralized operational structure.

John Webster is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Carolina's Wealth Management and J.P. Morgan entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Dylan Jennings is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Northwestern Mutual. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Cheri Hartman is a Series 66-licensed financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is involved in several baking businesses and performs as Mrs. Claus at seasonal events in Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Stewart Taber is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2021, including a role at Charles Schwab Bank, SSB. Prior to joining Schwab, he held positions at Nylife Securities LLC, New York Life Insurance Co., and Orangetheory Fitness. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios with strategic asset allocation and due diligence on alternative investments.

Dylan Campbell is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2018, following a period at AXA Advisors, LLC, and has experience at the University of Texas and University Presbyterian Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

John Barrett is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Bank of America, Primerica Advisors, Guardian Life Insurance Company, and Santander Consumer USA. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies.

Alberto Sandoval is a financial advisor with Charles Schwab based in Austin, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at TD Ameritrade and TravisMathew. Charles Schwab & Co., Inc. primarily serves 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 guidance supported by multi-asset model portfolios and centralized operational systems.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Ross Dowling is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. He also serves as a trustee for a family investment entity in Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

Stephen Feinstein is a Series 66–licensed financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 18 years of industry experience and has worked at J.P. Morgan Securities since 2009, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.