Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. 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 proprietary research.

Daren Truax is a Financial Advisor with Merrill Lynch Wealth Management. He serves individuals and families in the greater Austin area, focusing on family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Originally from Beaumont, TX, Daren is an LSU graduate with a Bachelor's degree from the Louisiana State University System and holds the Professional Investment Advisor (PIA) designation. Daren takes the time to understand what matters most to his clients to develop strategies that pursue their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and saving for unexpected events. In addition, he can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. He is involved in professional and community organizations including the LSU Austin Alumni Association and Samaritan's Purse. Outside of work, Daren has personal interests in baseball, drawing/sketching, fishing, gardening, genealogy, golfing, hunting, reading, and spending time with his family.

William Bowers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at BOK Financial/Private Wealth and AXA Advisors. Bowers serves as a board member and coach with the Police Athletic League, a nonprofit focused on youth sports. 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 in its recommendations.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Jamal Morris is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Wells Fargo Clearing, JPMorgan Chase Bank, Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Kevin Coleman is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and concurrently at Bank of America, N.A. since 2015. Outside of his advisory role, he participates in a family-oriented sole proprietorship that involves media and print appearances related to his children. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cheryl Brown is a financial advisor at LPL Financial with 8 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Sunbelt Securities Inc for seven years and Hewlett Packard Corporation for 21 years prior to joining LPL Financial. Brown also operates CDBBL Investments, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Timothy Oates is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his advisory work, he is involved in managing a personal real estate property in South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering services such as fee-based financial planning, discretionary portfolio management, and market-making activities.

Kamron Praytor is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with UBS Financial Services since 1999 and Painewebber Inc. since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Zachary Culver is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. from 2016 to 2019. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. 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 applying an ESG eligibility framework in its recommendations.

Jennifer Hollers is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with LPL Financial and has previously worked at Kestra Advisory, SVB Wealth Advisory, and USAA Financial Planning Services. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aroosa Hamid is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been in the financial industry since 2025 and previously worked at Wells Fargo Bank, nA, and Target. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Joseph Himelick II is a financial advisor with Cetera who holds the ChFC® designation and the Series 66 license, and has 43 years of industry experience. He has held roles at VOYA Financial Advisors and owns Himelick Financial Group LLC, a financial services firm. Outside of advisory work, he is an independent insurance agent and owns a farming operation focused on hay harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

Mark Grafton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at First Allied Securities, Inc. and Ernst & Young before joining LPL Financial in 2020. Outside of his advisory role, Eaton is involved with The Fox Alliance Tax Advisors, LLC, where he provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL and third-party providers.

Roy Sparkman is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial and operates Sparkman Wealth Management. He serves as a Finance and Investment Committee Member and Deacon at the First Baptist Church of Burnet, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored, non-discretionary advice supported by analytical tools and supports a wide network of advisors with specialized services including municipal and public-finance advisory work.

Mark Fulton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial strategies to corporate executives, business owners, and multigenerational families. He focuses on areas including executive compensation, family wealth management, legacy planning, liquidity management, managing new wealth, and small business strategies. His approach is responsive and collaborative, emphasizing active communication and the integration of clients’ broader financial contexts including investments, risks, taxes, liquidity, and debt. Mark holds a Bachelor’s degree from the Texas A&M University System and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). His experience includes helping entrepreneurs at different stages of business development, from growth to succession and sale. Outside of his professional role, Mark has lived in Austin since 1997. He enjoys music, including playing and collecting rock and roll memorabilia, running, traveling, and spending time with his family. He has also been involved in coaching youth sports.

Brandon Bullock is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kompan and Around Campus Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.