Jose Cervantes Sanchez is a financial advisor at Wells Fargo Clearing in Austin, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Wells Fargo Bank and Fred Loya Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Dollive is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been associated with various entities related to Cambridge Investment Research since 1996 and serves as Treasurer for the Shanti Childrens Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms with strategies tailored to client objectives, including proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. 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 offers an integrated structure that includes custody, brokerage, and cash-sweep services.

Cameron Edenfield is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, Cameron held various positions in the hospitality and retail sectors and engaged in extended travel. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a comprehensive range of advisory and brokerage services through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to affiliated discretionary separately managed accounts.

Ross Hufstedler is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HEB Grocery Company. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Sanker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2022. His background also includes roles outside of finance, such as staffing and service positions with Hill Country Event Staffing and DoorDash. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Daniel Mendoza is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Charles Schwab since 2009. 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 discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Brendan Jones Williams is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked briefly at Charles Schwab and has academic experience from Columbia University. He has also been involved with College Possible, a nonprofit organization, during his career. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, combining internal and third-party management with tactical asset allocation and tax-aware options.

Dane Crick is a financial advisor with LPL Financial located in Austin, TX. He holds a Series 66 credential and has less than one year of industry experience. His prior work history includes roles at MWA Financial Services, Modern Woodmen of America, and non-financial positions at Cheddar's Scratch Kitchen and Polo Ralph Lauren. 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 portfolio programs, third-party asset management, and institutional platforms.

Peter O'Malley is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 12 years of experience in the industry. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that includes advanced analytical tools and modeling for outcomes, while generally acting in an advisory capacity.

Russell Bacon is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Crux Wealth Advisors. Outside of his advisor role, he is involved in multiple financial advisory and strategic consulting businesses based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Tasha Gilkey is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has previously worked at Financial Engines Advisors L.L.C., Desert Financial Credit Union, and Wells Fargo Bank N.A. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services with an emphasis on diversified portfolios and long-term strategies.

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 institutional fiduciary services.

Joshua Pottinger is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a mobile outdoor kitchen business and serves on the Board of Directors for Make a Wish Central and South Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers additional capital markets and banking services.

Andrew Vonehrenkrook is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. He has been associated with The Perspective Group, LLC and LPL Financial since 2016. Outside of his advisory role, he is involved in tax preparation and accounting services through Graystone Financial Services LLC and participates as a partner in two local businesses, The Groovy Event Co and Austin Connections LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

Joe Harris is a financial advisor at Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2025. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by algorithmic tools and research to deliver tailored, tax-efficient retirement recommendations.

David Berry is a Private Wealth Advisor with Merrill Private Wealth Management, having joined the firm in 2022. He supports successful individuals and families by connecting their wealth to their lives, with a focus on preparing business owners and entrepreneurs before, during, and after liquidity events. His client services emphasize family wealth management strategies, legacy planning, liquidity management, managing new wealth, and tax minimization. David's professional background includes leadership in Corporate Development at Workrise, where he executed acquisitions, divestitures, and strategic partnerships. He has experience as an associate at Blue Sage Capital, a private equity fund focused on founder-owned businesses in the lower middle market, and as an investment professional at ITE Management, where he participated in sourcing, due diligence, underwriting, and execution of industrial transportation assets. David began his career as an Investment Banking Analyst at Morgan Stanley, specializing in services industry transactions including consulting, IT services, payment processing, and professional services. His academic credentials include a Bachelor of Science degree in Finance and Entrepreneurship from the Kelley School of Business at Indiana University. He holds professional designations as a Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). David resides in Austin with his wife and two daughters. His personal interests include cooking, fishing, golfing, music, and traveling.

Frank Netherton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Thomas Caldroney is a Series 65-credentialed financial advisor with 21 years of industry experience, currently working at Fisher Investments since 2002. He is based in Austin, TX. Fisher Investments serves a diverse client base that includes institutional investors, pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenny Cox is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he manages his personal family trust. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.