James Ellinwood is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked for Weatherford LTL for 23 years. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

William Spencer Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is an officer of Daisybully LLC, a property management business based in Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques.

Steven Landrum is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial Services and Comerica Securities. He is also involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by affiliated research and model managers.

Patrick Brennan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2002, including Portfolio Specialist, Account Executive, Investment Representative, and Retirement Investment Services Representative. Prior to his current position, he was an Investment Consultant at TD Ameritrade from 2010 to 2015. Patrick focuses on developing personal relationships with his clients to build comprehensive financial plans. He partners with clients to plan and implement investment strategies tailored specifically to their needs to help work toward their financial success. Outside of his professional work, Patrick's interests include camping, family activities, football, parenthood, pets, and running.

Joseph Kotran is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2015 and 2017, respectively. 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios, centralized custody, and integrated operational services.

Cari Rothfeld is a financial advisor with Wells Fargo Clearing in Bee Cave, TX, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brett Denson is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Seagate Technology and has experience as a self-employed professional and in lawn services. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Jeffrey Chatman is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and work with the Texas House of Representatives. Outside of finance, he is involved in the performing arts as a host and performer in improv comedy shows at the Hideout Theater. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and central custody and order-routing operations.

Zachary Schroeder is a Series 66 licensed financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisor role, he is a principal at ZAS Tech LLC, a technology company focused on decentralized cloud service protocols. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Joseph Klauzar is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank. Klauzar is also a licensed real estate broker in non-working status. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by wide-ranging portfolio management styles and affiliated research.

Steven Sorenson is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Mass Mutual in 2025, he worked at RSI, Foreside Fund Services, LLC, and CBRE Clarion Securities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides various planning programs and educational seminars with a focus on collaborative, annual financial planning engagements.

Yesica Garcia is a financial advisor with Merrill based in Leander, TX, holding a Series 66 designation and eight years of industry experience. She has worked at both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business in Spring, Texas. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers for a range of individual, institutional, and charitable clients.

Stephanie Boyer is a financial advisor with Merrill, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she is involved in several business activities including promoting health supplements with Le-Vel Brands, consulting for Mary Kay beauty products, working part-time in lawn care services, consulting for Pampered Chef cooking products, and managing a family cattle ranch. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, implementing tailored portfolio solutions with access to both internal and third-party management.

William Johnson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Edward Jones since 1998. 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 large network of financial advisors and branch offices nationwide.

Brendan Ingram is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Edward Jones. 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 affiliated discretionary separately managed accounts and offers a centralized operational structure that supports a large client base through integrated advisory, brokerage, custody, and cash-sweep services.

Thrisha Rao Oruganti is a financial advisor at J.P. Morgan Securities holding a Series 66 designation. She began her advisory career in 2026 and has prior experience at KPMG, Pareto Intelligence, Syneos Health, and MetLife. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

John Stansel is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab in Austin, TX since 2013. 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 separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Dale Vannoy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions/Insurance Group for 12 years before joining Edward Jones in 2024. Outside of advising, he owns a rental property in Stephenville, TX, where his son resides. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is known for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive portfolio management options.

Belton Robinson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Co. since 1986. Outside of his advisory role, he works as an insurance broker specializing in life and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.