John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.

Mason Richard is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Charles Schwab, Mason worked at Grailed and has been involved in a retail arbitrage and small leather goods ecommerce business through 138M LLC. 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 management supported by multi-asset model portfolios and centralized operational infrastructure.

Ryan Gerdts is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and having nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James. Outside of his advisory role, he owns In Vino Veritas Consulting, a wine consulting business. 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management strategies.

Jennifer Murphy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as trustee and co-manager for family limited partnerships involved in estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Hunter Cowley is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, with prior experience at Equitable Advisors and in academic roles at Brigham Young University. Outside of financial services, he has been involved in managing non-agent real estate holdings. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering a mix of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory program, which combines non-discretionary guidance with access to discretionary managed accounts and alternative investments.

Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to deliver collaborative, written financial planning recommendations.

Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Jennifer Miller is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, Miller serves as a board member for KLRU-TV, Austin PBS, dedicating approximately eight hours per month to this role. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Mc Namee is a CFP®-designated financial advisor with Raymond James & Associates in Austin, TX, bringing 12 years of industry experience. He has previously worked at Steward Partners Investment Advisory, UBS, and Morgan Stanley. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research resources.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeffrey Frederickson is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is based in Austin, Texas. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting its advisory work with proprietary research and model-based asset allocations.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 years. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Ashton Roane is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining LPL Financial, he worked at Cohnreznick for four years and has operated Fabians Latin Flavors since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Matthew Stephens is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and ESG considerations. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, she spent over 18 years in healthcare, including roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach, providing access to third-party asset managers and various financial planning services.

Gisel Negrete Rubio is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for four years before joining Merrill and Bank of America, N.A. in 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Daily is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 12 years at Osaic FS, Inc. Schaefer also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, trusts, and estates—offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, including proprietary and third-party models, with options for discretionary and non-discretionary management.