Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 designation. Outside of her advisory role, she has worked in the restaurant and food truck industry and has been involved with local educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models and uses third-party asset managers and LPL-sponsored programs to implement client solutions.

Alan Shaw is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. Before joining Morgan Stanley in 2026, he spent 13 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of financial advisory, he is a passive minority investor in a healthcare IT startup, Manta Health. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Chantell Gonzales is a CFP®-designated financial advisor with Edward Jones in Austin, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016 and also works as a personal trainer at a fitness center, teaching early morning Boot Camp and Spin classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, known for its extensive advisor network and affiliated financial services.

Edward Cruz Medrano is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Charles Schwab since 2019, including time at Charles Schwab Bank, SSB since 2025. Prior to joining Schwab, he worked at Manpower, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves 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 blend of non-discretionary and discretionary investment management, combining broad multi-asset model portfolios with a formalized alternative investment selection process and integrated custody and brokerage services.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.

Brent Hagen is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. Prior to joining OSAIC in 2025, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business focused on waterproofing and a property and casualty insurance agency. OSAIC 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, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment products.

Kevin Corrigan is a CFP®-designated financial advisor with 27 years of industry experience, currently associated with J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Lakeway, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. 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 financial advisors and branch offices.

Russell Zapalac is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a director on the Woodlawn Place Condos HOA board, where he participates in decisions regarding capital improvements and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs while maintaining separate service arrangements.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2022, respectively. 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 related managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to affiliated discretionary strategies and offers centralized custody, brokerage, and cash-sweep services.

Blake Kossl is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Blake held various roles including positions at Iowa State University and Sukup Manufacturing Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Elisabeth Bailey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. She previously worked for 16 years at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities supported by proprietary research and model-based asset allocations.

Brittanie Bailor is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her career includes roles at Dimensional Fund Advisors, JPMorgan Chase & Co., and Columbia Pacific Advisors. 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 an ESG eligibility framework in its investment process.

Bryan Mitchell is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, among others. Outside of his advisory duties, he serves as President of the Meadowland Homeowners Association in Alvin, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.

Benjamin Westerterp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience with Avantax Investment Services and Avantax Advisory Services, and has been involved in tax preparation and health insurance sales through his own business activities. Westerterp is based in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to both affiliated and third-party investment managers.

Derek Norsworthy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Mindlance, and the Small Business Development Center. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Ashley Brueckner is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, NA since 2020. Outside of advising, she is the managing member of Locker Mobility LLC, a company providing temporary storage solutions, and serves on the Grant Advisory Board of the Fertility Foundation of Texas, which supports uninsured infertility patients through fundraising and grant awards. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 brokerage, distribution, and investment management capabilities, delivering advisory services on a non-discretionary basis.