Greg Creech is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns Creech Honey Farm, where he engages in backyard beekeeping and sells honey at farmers' markets. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary client relationships with access to discretionary separately managed accounts.

Carlos Arana is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and previously operated Arana Installations, LLC for one year. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and provides custody and trade execution through Pershing, maintaining approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Victor Ordonez is a financial advisor with LPL Financial in Austin, TX, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he was involved with Florida Financial Advisors and Texas Financial Advisors, and has held roles outside the financial sector including in hospitality and AI solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Priyesh Purushothaman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Schwab in 2023, he worked at firms including Kepler Capital Markets and Cresent City Capital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life, LLC, a business he has operated since 2021. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Sean Durkin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for six years and has additional experience in the bicycle retail sector. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Anisha Sabnis serves as a Wealth Management Senior Relationship Manager, acting as a primary point of contact for ultra high net worth individuals and their families. She assists clients in facilitating conversations on growing and maintaining wealth, as well as planning and gifting efficiently. Her role focuses on delivering service tailored to individual needs and preferences. Anisha has been with Fidelity Investments since 2007, holding various positions including High Net Worth Specialist, Relationship Manager, Wealth Management Planning Consultant, and currently Senior Relationship Manager. This extensive experience has provided her with a deep understanding of wealth management and client relationship strategies. Details regarding Anisha's education, credentials, personal interests, and community involvement have not been provided.

Melanie Dehler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Samuel Moser is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, following his work at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs. The firm utilizes various advisory models including third-party TAMPs and offers ERISA fiduciary services through credentialed representatives.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. Their background includes roles at Gilman, McLaughlin & Hanrahan LLP and Northeastern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jonathan Keithan is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and previously worked at Charles Schwab Bank, SSB. Outside of his advisory role, he is an independent musician who teaches guitar, records musicians, and performs on a part-time basis. 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 a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and in-depth research.

An Do is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by proprietary research, model portfolios, and third-party subadvisors.

Richard Dunagan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Dunagan owns a federally licensed firearms transfer business and is co-owner of a retail business called The Boot Whisperer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Currin is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Oxford Park Group, Avantax Advisory Services, and Robnett CPA's & Financial Advisors, where she provides personal financial services and retirement planning. Outside of her advisory role, she manages an agricultural holding company involved in livestock operations. Cetera Investment Advisers LLC is a nationally registered advisor serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

James Hickey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and PNC prior to joining J.P. Morgan in 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

William Holm is a financial advisor at Charles Schwab in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Schwab Retirement Plan Services Co. from 2008 to 2018. Holm has been with Charles Schwab since 2005. 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 a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative investment program.

Erica Haworth is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at the Grameen Foundation USA and served in the Peace Corps. Charles Schwab 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, offering both non-discretionary investment guidance and access to affiliated discretionary strategies.

Douglas Noble is a financial advisor with Raymond James & Associates in Georgetown, TX, holding the CFP® and ChFC® designations and the Series 66 license. He has 21 years of industry experience and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in an agricultural holding company involved in land preparation and wildlife consulting. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Cooper is a financial advisor at Charles Schwab in Austin, TX, with 27 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2017. He holds Series 63 and Series 66 designations. 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 guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Jamie Mc Lean is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2001. Merrill, together 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.