John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is involved as a limited partner and registered agent in family business ventures including Dodie Farms Ltd and Jonelken Ventures Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm utilizes a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment implementations.

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.

Brandon Krone is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other financial firms. Outside of financial advising, he coaches wrestling at Fight Factory in Austin, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach.

Harvey Ford III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has 59 years of industry experience, including previous roles at Next Financial Group, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He is based in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and extensive operational resources.

John Stinson is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with LPL Financial since 2012 and also maintains a role at Pecan Street Insurance and Financial Services, a business he has been involved with since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Jaime Diaz is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at several prominent firms, including JP Morgan Chase Bank, Equitable Advisors, and PNC Financial Services. Outside of his advisory career, he has worked as a driver for ride-sharing and food delivery services. 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 combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Jon Pettry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Round Rock, TX. He has three years of industry experience and previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, and Northwestern Mutual Investment Services LLC. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-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, non-discretionary investment consulting, and municipal advisory services.

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.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large 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 extensive research and a range of portfolio management styles.

Jeremy Reynolds is a Senior Financial Advisor with over 22 years of experience in the financial services industry. He focuses on a comprehensive approach to wealth management that begins with understanding each client's family and financial situation. Jeremy helps clients develop customized strategies that are adaptable to changing needs and market conditions. He offers access to investment insights from Merrill Lynch and the banking services of Bank of America. Jeremy is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree from the University of Texas at Austin, where he moved in 1997. Currently, he resides in Georgetown, Texas, with his wife Alison and their dog, Mr. Bailey. He emphasizes personalized service and works closely with clients to pursue their long-term financial goals. Jeremy also participates in community volunteering in line with Merrill's tradition. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

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.

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.