Felipe Puente Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Rodney Dahl is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Goodwater Wealth Management, an investment-related rental real estate business. 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 non-discretionary financial planning and consulting alongside access to a broad range of investment strategies and specialized municipal advisory services.

Randall Klaus is a financial advisor at Osaic with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Osaic, he worked at Quest Software Inc. and Dell Technologies. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types, delivered through a large network of affiliated advisers.

Austin Jacobs is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Reliant Mission. He is based in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third parties to support its investment approach.

Natalia Borziak is a Series 66-licensed financial advisor with 18 years of industry experience, currently working at Morgan Stanley since 2021. She previously held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and the expertise of specialized groups such as Estate Planning Strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Nathaniel Pepe is a Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a broad 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Ariel Seidner is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Prior to joining Charles Schwab in 2021, he worked at the American Cancer Society for 14 years. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a wide range of investment guidance supported by centralized custody and operational infrastructure.

Brock Youngblood is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Schwab, he worked at Bank of America for six years. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Daniel Harriman is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is president of Harriman Financial Network Inc and MoneyEdge Inc, a company focused on the design of financial software. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using both proprietary and third-party strategies across multiple platform arrangements.

Karen Campbell is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1997 and has worked as an independent insurance agent since 1989. Campbell also serves as an expert witness and researcher for attorneys on occasion. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.

Charles Cole is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice.

Andrew Mac Laren is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over three decades at Waddell & Reed, INC., and Protective Life/Insurance Specialty Services. Outside of advisory work, he is involved with the JJMACK Group LLC and the Micah 6 food pantry, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and utilizes both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Santiago Calderale is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. He has a background that includes roles in both financial services and information technology. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, along with trading, account administration, and custody services.

Debbie Leach is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured processes and firm-approved tools.

Stuart Bristow is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he held multiple positions at Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Stuart worked as an Account Executive at Fisher Investments during two periods, 2018 and 2019 to 2021, and also served as an Associate Vice President at Personal Capital in 2019. In his current role, Stuart focuses on providing clients with a sense of fulfillment and empowerment in their financial planning. He aims to understand and prioritize clients' goals to co-create a sound financial roadmap aligned with their objectives. Outside of his professional responsibilities, Stuart enjoys attending concerts, social events with friends, playing golf, and watching movies.

John Lukes II is a financial advisor at Charles Schwab with 21 years of industry experience. He has held his current position at Charles Schwab since 2009. Outside of his advisory role, he is starting a consumer packaged goods business focused on soap manufacturing and sales through online platforms and local markets. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Christopher Wong is a Financial Consultant who partners with clients to develop a unique, holistic approach to help them navigate their financial goals. He focuses on helping clients build confidence through a better understanding of their finances, enabling them to concentrate on what is important to them rather than worrying about their future. He has experience as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2024 and served as a Financial Representative at Fidelity Investments from 2021 to 2023. Christopher holds a California Insurance License. Outside of his professional work, Christopher enjoys cooking and baking, fishing, fitness, swimming, and traveling.

Javier Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has been with Charles Schwab since 2017 and Charles Schwab Bank SSB since 2021. Outside of advising, he manages a rental property in Leander, Texas. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance via multi-asset model portfolios and alternative investment options.

Leilani Shortt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at First Allied Advisory Services and Efficient Wealth Management, as well as work at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management options and research resources.

Eddie Rathburn II is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Hardwood Design Company from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,700 financial advisors.