Linden Henry is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Prior to that, he was affiliated with North Star Consultants of Texas and operated a law service. He also has experience running a life insurance and securities planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Judson Whigham is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of advising, he is involved in several business ventures, including managing family-owned ranches and farmland, and serving as co-CEO of a coin-operated laundromat. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Bouquet Boulter is a financial advisor with Raymond James Financial Services Advisors Inc. in Austin, TX, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. He has worked with Raymond James since 2014 and concurrently with Southside Bank since 2013. Boulter is involved with Southside Investment Services, providing support for branch advisors in his area. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored non-discretionary planning and analytical tools to assist clients in meeting their financial goals and supports municipal and public-finance work through an affiliated municipal advisor.

Laurence Egle is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cetera. He has a long tenure in the financial services field, including 27 years with Avantax Insurance Agency and Avantax Investment Services, and 19 years with Avantax Advisory Services. He serves on the board of the Texas Music Museum. Cetera Investment Advisers LLC is an SEC-registered firm that provides comprehensive investment and retirement services through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to her financial career, she spent eight years with the Leander Independent School District. 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 within a non-discretionary advisory program.

Hunter Lively is a financial advisor at OSAIC in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has worked at firms including Grant Thornton LLC and Southwest Business Consultants. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Carter Rowles is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience, currently affiliated with Equitable Advisors in Austin, TX. His career includes over 21 years at Equitable Advisors and prior roles at Axa Advisors and Mony Securities Corporation. Outside of his advisory work, he serves as treasurer for the Reflections of Walnut Creek HOA and is a trip leader for Austin Skier. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Angeline Krylo is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Outside of her advisory role, she is a member partner of Four Kings Stables LLC, which involves horse boarding. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and financial planning services through an integrated wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by multi-asset strategic portfolios and alternative investment due diligence.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Jayden Hutchings is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked in various roles including training and compliance, retail, and education. Outside of finance, he owns and oversees operations for a security and surveillance business as well as a wholesale trade/import-export company. 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 offers a mix of non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Silas Um is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at BNY Mellon and has professional experience that includes positions outside the financial sector, such as in the restaurant industry. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

John Thrower is a financial advisor with Ameriprise in Lakeway, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Guthrie is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at University Federal Credit Union and CUSO Financial Services, LP. Guthrie also manages UFCU Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering diverse financial planning and investment management solutions.

Clinton Potts is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 credential and 19 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years and Edward Jones for 5 years. 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 portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a network of over 22,800 advisors.

Gabriel Delgado Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes four years at Modern Woodman of America/NWA Financial and over two decades managing Delgado Restorations. 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 searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Matthew Sugg is a financial advisor at LPL Financial in Austin, TX, holding Series 66 and Series 63 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 and access to third-party asset managers, leveraging a large network of advisors and advanced operational tools.

Donna Lopez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. since 2003. Outside of her advisory role, she is an independent contractor for Avon Products Inc. 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 tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Vaughn is affiliated with LPL Financial in Austin, TX, holding the Series 66 designation. He has less than one year of experience as a financial advisor and previously worked in several roles across different industries including real estate services and technology. 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 a wide range of advisory and brokerage services, with access to model portfolios, third-party management, and institutional platforms.

Joyce Dormady is a CFP® professional with 48 years of industry experience, currently serving at Osaic Wealth since 2023. She previously worked at SagePoint Financial, Inc. for 14 years and Osaic Services, Inc. for 16 years. Dormady also operates Dormady Financial LLC, which handles her tax-related matters. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technology and multiple management options.

Kuruvila Mani is a CFP® and ChFC® with over 22 years of experience in the financial services industry. He is currently with Cetera, having joined in 2021, and previously worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Mani serves in leadership positions within the Boy Scouts of America, including as Council Commissioner for the Capitol Area Council. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, featuring multi-manager platform options and a variety of program structures.