Jacob Baker is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab since 2020 and previously held positions at Texas Health and Human Service, Insight Global, IBC Mortgage, and Pepperdine University. 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Joy Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Annie Bao is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Sunrun and the Duke University Cardiovascular Research Center. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

James Aguilar is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at USAA Financial Planning Services and United Services Automobile Association. Outside of finance, he provides respite services to individuals with special needs through his involvement with Life Time Living. Charles Schwab serves a large client base of 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 and structured investment guidance.

William Bruin is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. He has prior experience working with several professional soccer teams, including Austin FC, Seattle Sounders, and Houston Dynamo. Outside of his advisory role, he serves on the board of Pflugerville FC, a youth soccer club, where he assists with tournament registration and communications with families. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, and estate planning decisions.

Stephen Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent seven years with DFA Securities LLC and Dimensional Fund Advisors. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while managing conflicts through established policies and disclosures.

Jeffrey Mc Crary is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Mass Mutual in 2023, he spent over a decade at St. Andrew's Episcopal School. He also serves as a trustee managing a family trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools.

Julie Leggett is a financial advisor at LPL Financial with 24 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at Kestra Financial Services from 2016 to 2018. She holds Series 63 and Series 66 registrations. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Matthew Johnson is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include 15 years at Waddell & Reed, Inc. and various insurance carriers, and he is also involved with Jjmack Group, LLC, a business entity for tax and investment purposes. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Reisen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2024. Prior to this, he was self-employed for seven years and has experience with Indeed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Vorauer is a CFP® and holds a Series 66 license with Edward Jones in Austin, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of advising, he manages a rental property in Austin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Alex Lipnicky is a financial advisor at Charles Schwab with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at PIMCO Investments LLC and Pharos Capital Group. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he is involved with Reel Analytics, where he manages databases and presents reports for college football programs, and he also works as a driver for Uber on weekends. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. 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 more than 23,000 financial advisors.

Erin Dougherty is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following eight years at Tdameritrade, Inc. Outside of finance, she teaches dance through meetup.com in Austin, TX. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Brent Thomas is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2007, including a role at Charles Schwab Bank, SSB since 2020. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 uses a multi-asset model portfolio approach with centralized custody and order-routing arrangements.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC, where he has worked for three years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Chandler Friesenhahn is a CFP® professional with five years of industry experience, currently serving at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB, and prior positions at The Fit Company and Lifetime Fitness. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment solutions, using multi-asset model portfolios and centralized operational resources.