Mark Dickens is a CFP® professional with nine years of industry experience, currently with Charles Schwab in Austin, TX. His work history includes roles at Charles Schwab Bank, Kestra Investment Services LLC, and SWBC Investment Advisory Services. Outside of his advisory role, he is a 25% owner of Blackbird Agency LLC, an entity holding real estate rental property. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment guidance, supported by centralized custody and operational infrastructure.

Brian Schoppmann is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing wealth planning and investment advice since 2013. He analyzes, constructs, and adjusts client portfolios to help pursue specific goals, risk profiles, and objectives. Brian collaborates with his business partners to offer banking, lending, insurance, and estate planning services to his clients, conducting ongoing research across multiple asset classes including equities, fixed income, passive strategies, and third-party investment managers. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree from Dickinson College. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Brian serves on the Board of Managers for the TownLake YMCA and is affiliated with The SAFE Alliance. He resides in southwest Austin with his wife, Alexandra.

Charles Cox III is a ChFC®-designated financial advisor with Edward Jones in Lago Vista, TX, with 21 years of industry experience, all with Edward Jones since 2005. He is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated mutual funds, operating under a fiduciary standard and maintaining a nationwide network of financial advisors and branch offices.

Jeffrey Bailey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory role, Bailey serves on the boards of Goodwill San Antonio and the Texas A&M Association of Former Yell Leaders, where he is involved in governance and scholarship oversight. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Reid Shafran is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Stream Realty Partners and educational engagements at the University of Texas at Austin and the University of Colorado Boulder. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with both broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Elizabeth Jensen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding the CFP® designation along with Series 66 and Series 63 licenses. She has five years of industry experience, including prior roles at Northern Trust Bank and Northern Trust Securities, and over a decade at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of financial advisors and offers both brokerage and advisory solutions.

Anthony Franzago is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its related entities since 2004. Outside of advisory work, he is involved in real estate ownership, holding several residential investment properties in the Austin and San Antonio areas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware retirement income planning advice.

Bruce Stewart is a financial advisor with Fisher Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Arete Wealth Management LLC and KBS Capital Markets Group. Outside of his advisory work, he manages personal investments through an ownership interest in B&T Acquisitions, LLC. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Jennifer Tuttle is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX, where she has worked since 2014. She has 11 years of industry experience. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. His other business activities include involvement in various insurance businesses. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models and tools tailored to client risk profiles and investment needs.

Andrew Nida is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He also has a background in recreational services and university employment. Outside of his advisory role, he sells insurance through fixed and variable annuities when suitable for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to multiple investment platforms and model portfolios.

Ryan Manalili is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation. Prior to his current role, Manalili had periods of full-time education and worked briefly at Strawberry Farms Golf Club and DoorDash. 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 managed by an affiliate and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Jessi Underbrink is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, nA, Willow Bend Mortgage, and operated self-employed ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Randall Mceachern is a financial advisor at Raymond James & Associates with 46 years of industry experience. He has been with Raymond James & Associates since 2012 and holds a Series 63 designation. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Natalie Anderson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is the sole proprietor of a spiritual coaching business, meeting with individuals on a minimal basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Ablutz is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF. Outside of his advisory role, he is involved as an independent contractor with Arbonne International, supporting administrative and promotional efforts in health, wellness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christy Berglund is a financial advisor at Wells Fargo Clearing with four years of industry experience. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Prudential Insurance Company of America. She holds Series 63 and Series 66 designations and is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.