Peter Berardino is a financial advisor with Mass Mutual Investors Services based in Austin, TX. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at MetLife Securities and Metropolitan Life Insurance Company. He serves as Grand Knight for the St. Martin de Porres Knights of Columbus council, leading local faith and fundraising activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm focuses on annual financial planning engagements that utilize firm-approved software and collaborative goal analysis.

Owen Bybee IV is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Amarillo National Bank and BOC Bank. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Meyers Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. He has also been affiliated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Julie Almendral is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Meadows Mental Health Policy Institute for seven years. Almendral has also been involved with the Texas Democrats and has experience as a self-employed consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Warren Stansberry is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner and landlord of a rental property in Austin, TX. 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 broker-dealer and investment adviser registrations to deliver its services.

Rachel Roche is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She previously worked at TD Ameritrade and Charles Schwab Bank. In addition to her advisory role, she volunteers for the ALS Association in Austin, Texas, participating in fundraising and community events such as Max's Ride for ALS. 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 services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

James Kelly is a financial advisor with Cetera Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been associated with Cetera since 2006 and has operated his own firm, Jim Kelly Incorporated, since 2009. Outside of his advisory work, he teaches yoga classes and serves as vice president of the Capital of Texas Enrolled Agents, a nonprofit organization focused on education for enrolled agents. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and access to both affiliated and unaffiliated third-party money managers.

Dreux Hargus is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include nine years at J.P. Morgan Securities and J.P. Morgan Chase Bank, and seven years at BB&T Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

James Nguyen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and associated Schwab entities since 2016. Outside of his advisory role, he owns a rental property in Austin, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized structure supporting a large client base.

Austin Weber is a financial advisor with Equitable Advisors in Georgetown, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, Weber serves as a consultant for Texas Benefit Alliance, an independent insurance brokerage firm. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Isabella Cheever is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Raymond James & Associates and FIDELITY Brokerage Services LLC. 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 a structured due diligence process for alternative investments.

Anthony Serrano is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Department of Treasury - Internal Revenue Service and Wells Fargo Bank, NA. Serrano also has experience in the food service industry, having worked at Laredo Taco Company and The Railroad Seafood Station. 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 employs over 14,000 advisors, manages approximately $671 billion in assets, and offers a combination of brokerage and advisory solutions supported by research and analytics.

Nicholas Rosenbeck is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Charles Schwab, he was involved with several companies including Collecting Keys LLC and The One Brokerage. He has spent periods focused on extended travel and full-time education. Charles Schwab 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 discretionary separately managed accounts and offers a centralized, integrated approach to wealth management.

Daniel Shieldkret is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals and focuses on building a culture of trust for clients and associates to improve the lives of clients throughout Western Washington. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2003. His career progression includes positions such as Assistant Branch Manager, Vice President Financial Consultant, Financial Planning Consultant, Investment Representative, and Financial Representative. Outside of his professional responsibilities, Daniel has personal interests that include baseball, concerts, fitness, golf, parenthood, and traveling.

Paulene Rhenee Rodriguez is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at both Merrill and Bank of America since 2007. Outside of her advisory role, she is a part-time property owner in Austin, TX. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Richard De La Garza is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Oppenheimer for seven years before joining LPL Financial in 2017. Outside of his advisory role, he is associated with YaYa Ranch LLC, a business entity used for tax and investment purposes unrelated to his financial services work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and technology.

Brian Sauer is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Inspire Investing, LLC, Alliance Wealth Strategies, LLC, and Thrivent Investment Management. Sauer was also involved with Northlake Church for three years. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large nationwide network of financial advisors and branch offices.

Alexander Cassidy is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. He has been with Charles Schwab and its affiliated entities since 2018, serving clients from Austin, TX. Prior to his current role, he held positions at The Pennsylvania State University and in golf course operations. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a blend of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash management services.

Joshua Levinson is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked in various roles including at ClassUp and Power Home Remodeling. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Adam Kurak is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly 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 non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by due diligence from its Center for Financial Research.