Christopher Thrower is a Series 66 registered advisor with 21 years of industry experience. He is currently with J.P. Morgan Securities in Austin, TX, joining the firm in 2024. His prior experience includes roles at Guardian Life Insurance Company of America and Park Avenue Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Harvey Ford III is a financial advisor at LPL Financial with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2025. Prior to joining LPL, he worked at Next Financial Group, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

London Chamberlain is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. He has held roles at LPL Financial and The Fox Alliance Wealth Advisors since 2021. In addition to his advisory work, Chamberlain is involved in mentoring and seminar instruction for new transfer students in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining model portfolios and research with discretionary and non-discretionary management options.

Jaime Diaz is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Equitable Financial Life Insurance, PNC Financial Services, and Cetera. Outside of his advisory work, he is also engaged as a rideshare driver for Lyft and a food delivery contractor for Uber. 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 with third-party analytics to support diversified investment strategies.

Erin Smith is a CFP® professional with two years of industry experience, currently affiliated with Cetera. Her background includes roles at Purcell Financial Solutions Group and several Cetera entities. Outside of her advisory work, she serves as vice president of education for the Austin Women's Toastmasters Club, where she organizes member activities and supports speech contests. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Sarah Barajas is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals focused on providing sound financial guidance and outstanding customer service through intentional client connections. Her experience in the financial industry spans several years, including roles as a Senior Financial Consultant at TD Ameritrade from 2019 to 2022, a Financial Advisor at BBVA Securities from 2018 to 2019, and a Financial Advisor at Regions Investment Solutions from 2015 to 2018. Outside of her professional career, Sarah enjoys spending time with friends, attending social events, reading, playing tennis, and traveling.

Holly Ruckel is a financial advisor with Cetera in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services, among other firms. In addition to her advisory work, Ruckel is involved in horse training, where she serves as a coach and trainer. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, providing advisors with access to both affiliated and third-party investment strategies.

Marc Abello is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Comerica Securities, Inc. for eight years and Comerica Bank for ten years. Outside of his advisory role, he has been involved in real estate ownership in Austin, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis to support clients’ retirement strategies.

Paul Rangel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Michael Johnson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments since 2022, Charles Schwab from 2019 to 2021, and USAA Federal Savings Bank from 2012 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven tools in its investment process.

H Netherton is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a career beginning in 1980, Netherton has over 40 years of experience assisting clients in managing their individual and family wealth through various market cycles. His approach centers on understanding each client’s unique financial goals to develop personalized wealth management strategies that adapt to changing market conditions. He offers expertise in areas including college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Netherton holds the Personal Investment Advisor (PIA) designation and earned an Associate’s Degree from the University of Texas System. A lifelong Austin resident, he follows the tradition of community engagement promoted by Merrill Lynch, dedicating time to volunteering with local organizations. Outside of his professional work, his personal interests include baseball, basketball, fishing, football, golfing, and hunting.

Dirk Van De Graaf is a Wealth Management Advisor with experience supporting a select group of individual and corporate clients. He provides comprehensive financial guidance including investments, estate planning strategies, retirement forecasting and planning, and credit and lending services through Bank of America, N.A. Dirk aims to develop customized financial strategies tailored to each client’s unique circumstances, recognizing the evolving complexities of financial lives today. He focuses on helping clients integrate all aspects of their financial lives to move toward their envisioned futures. Dirk began his career at Merrill Lynch Wealth Management in 1999, bringing perspective gained from navigating various market cycles. His expertise includes college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, individual and corporate investment strategies, and retirement income planning. He holds a bachelor's degree from Saint Olaf College and a high school diploma from Minnehaha Academy in Minneapolis. Dirk maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the community through organizations such as Habitat for Humanity, SWWS Booster President, and Wishes and More.

Joshua Fuchs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Elle Yarbrough is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Dimensional Fund Advisors and JPMorgan Chase Bank, N.A. Yarbrough has been involved with organizations including McCombs School Of Business and Alamo Angels. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Roisum is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for MassMutual Life Insurance Co and MML Investors Services LLC for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology such as machine learning.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.

Jacob Moreno is a financial advisor at Mass Mutual Investors Services with one year of experience. He holds a Series 66 designation. Prior to joining MassMutual, Moreno worked in various roles including positions at City Limits Subaru/Idea Auto Group and Vessel Longevity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on annual, collaborative client relationships.

Grant Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at BNY Mellon for seven years and spent one year at Trammell Crow Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Amanda Poynor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021, with prior experience at Northwestern Mutual, Texas Disposal, and Fat Quarter Shop. Outside of her advisory role, she has been involved as a sales consultant for a beauty and health products company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Connie Shen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at Charles Schwab and JPMorgan Chase before joining Wells Fargo. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.