William Nicholas is a financial advisor at Equitable Advisors in Austin, TX, holding the Series 66 designation with one year of industry experience. His prior work includes roles in the food service industry and as a stay-at-home dad. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Jonathan Alfred is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, concurrently working at Bank of America N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Strealy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. 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.

Zachary Feehan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, his work history includes roles at Charles Schwab Bank, SSB, as well as experience outside the financial industry and periods dedicated to full-time education. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Olivia Countiss is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones from 2015 to 2024 and has a background in education spanning 17 years. Outside of her advisory role, Olivia is a co-owner of Capestone LLC, a real estate rental business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various discretionary and non-discretionary strategies.

Mecholah Hayden is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Austin, TX, and has seven years of experience at Wells Fargo in various roles since 2015. Prior to joining Wells Fargo, Hayden worked at Limited Brands. Outside of advising, Hayden serves as a power of attorney for their mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Patricia Richeson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Alerus Financial from 2016 to 2023 before joining Mass Mutual and its subsidiary firm in 2023. Mass Mutual Investors Services is 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, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

George Henry is a CFP® with 38 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he is involved in real estate management through a business ownership in Austin, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jacob Dorsey is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has experience working at several financial institutions, including Comerica Bank and Plains State Bank. His industry experience began in 2019, with prior roles at Third Coast Bank and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.

Samer Abdelmasih is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Seitz is a Series 66-registered financial advisor with LPL Financial in Austin, TX, where he has worked since 2026. He has one year of industry experience and previously held roles at Equitable Advisors and University Federal Credit Union. Outside of finance, his background includes various positions in the food service and education sectors. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Jonathan Dewoody is a CFP® professional with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with A. G. Edwards & Sons, Inc. He is based in Austin, TX, and holds a Series 66 license. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Driscoll is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance, Wells Fargo Clearing, and Citigroup Global Markets. He also operates Driscoll Wealth Management LLC, an independent advisory business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models implemented through third-party managers and offers a range of investment products, including mutual funds, ETFs, and alternative investments.

Stacey Parks is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Merrill since 2005 and previously spent two years at UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Cindy Cook is a CFP® and ChFC® with 28 years of experience in the financial services industry. She currently serves as an independent advisor at Raymond James Financial Services Advisors, Inc., where she has worked since 2019. Prior to this, she held roles at Bank of America and Merrill. Outside of advisory work, she receives royalties from mineral rights she owns. 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, and institutions. The firm offers tailored, non-discretionary planning and supports its advisors with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA Employer Advisory services.

Benjamin Murray is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Wells Fargo Investments and Wachovia Bank, N.A., totaling over two decades in the financial sector. 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 brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.