Tanu Mehta is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, Mehta spent 12 years at Bank of America/Merrill Lynch. Mehta also serves as a non-public arbitrator for FINRA, participating in arbitration hearings on a monthly basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kimberly Banesse is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 20 years of industry experience. She has been with Ameriprise in various capacities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and annual retirement-income planning advice, using proprietary research and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with an emphasis on assets held in Ameriprise managed accounts.

Jacob Khong is a financial advisor with Fidelity Investments based in Austin, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including logistics, retail, and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Caimen Mc Donough is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Austin Telco Federal Credit Union and Randolph Brooks Federal Credit Union, as well as positions at Pristine Texas Rivers and U.S. Silica. He also spent four years associated with Texas Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Felix is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2022, he worked in various roles including positions at Sitel/State Farm and FedEx Ground, as well as spending 14 years in full-time education. 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 affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

Ava Wampler is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at SENERGY and has a background that includes positions at JPMorgan Chase Bank and University of Mississippi. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice and manager searches. The firm’s process integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Derek Nelson is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he owns a vacation property in Costa Rica that he rents through VRBO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Matthew O'Bryant is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Fellers is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2021, following prior roles at TCG Advisory Services LLC, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated advisory, brokerage, and custody platform. The firm’s model emphasizes client decision-making supported by periodic recommendations and discretionary managed account options.

David Kincannon is a financial advisor at LPL Financial in Austin, TX, holding the CFP® and ChFC® designations with 19 years of industry experience. Prior to joining LPL Financial in 2024, he worked for MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment platforms and operational tools, serving over 22,800 advisors and overseeing significant discretionary assets.

Douglas Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2012 and also owns Fletch Realty, a real estate brokerage business he has operated since 2001. In addition to his advisory role, he serves as treasurer for the Polar Place Office Condominium Association and is involved in consulting and technical services through Money Edge, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals who utilize a range of portfolio management and model-based solutions tailored to client objectives.

Payton Lovell is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and previously owned a student summer storage company in Houston, managing projects and advertising. Lovell has worked with North Star Resource Group in securities and planning prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across multiple program structures.

Andres Alvarez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Edward Jones for two years and spent 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Italo Zarate is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes multiple roles at Charles Schwab and its affiliated entities, as well as positions at J.P. Morgan Securities and Brikl. 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 options, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

David Thelen is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Audra Mueller is a Series 66-licensed financial advisor with Ameriprise in Austin, TX, and has 11 years of industry experience. She previously worked at Morgan Stanley Private Bank and has served on the Boards of Directors for the Dripping Springs Community Foundation and the National Charity League, Dripping Springs Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Vi Phung is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Yelp, Inc. and The RealReal. Outside of her advisory role, she works as a dog walker on weekends through the Rover app. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, and offers a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Bradley Lawson is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2021, respectively. Outside of his advisory work, he participates in recreational dachshund racing and builds wooden furniture for sale in his local community. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment platform.

Celeste Lay is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has one year of industry experience and previously worked at companies including Leadsimple, Mindbody, Udacity, Civitas Learning, and Xerox Corporation. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and related services through a large network of investment adviser representatives.