Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Matthew Kolesky is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior experience includes 22 years at Arbor Capital Management, Inc. before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that integrates passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior work includes roles at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of advising, he is involved in equipment leasing through Lone Ranger Leasing, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. 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 and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Troxler is a CFP® professional with 29 years of experience in financial advising. He is currently with LPL Financial and has held roles at Vista Financial Planning Group and SCF Investment Advisors, among others. Outside of his advisory work, he is employed by Alaska Airlines and is involved with CAE Flight Training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through its large network of advisors and utilizes various model portfolios, third-party subadvisors, and technology tools to support advisory services.

Cailin Mc Elrath is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab & Co., Inc. since 2014. Outside of her advisory role, Mc Elrath owns and operates vintage and women’s apparel businesses and maintains a personal blog focused on fashion, lifestyle, mental health, addiction recovery, motherhood, and social justice topics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 and due diligence on alternative investments.

Christopher Carruthers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior firms include Dovetail Wealth Management, LPL Financial, Post Oak, Austin Private Wealth, and Merrill. Outside of his advisory work, he serves as the treasurer for the Cub Scouts organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides detailed planning and recommendations focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Andrea Bustamante is a financial advisor with Edward Jones in Cedar Creek, TX, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Security Service Federal Credit Union from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Marozas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and KU Student Money Management. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and various institutional platforms.

Adam Straznicky is a financial advisor at Edward Jones in Bastrop, TX, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of advising, he serves as a ceremonial officiant for funerals and weddings and is developing a mobile device application. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive national network of advisors and branch offices.

Clete Wegner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge since 2016 and also operates Clete Wegner & Associates, which he founded in 2002. Outside of advising, Wegner is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a large network of independent financial professionals, offering various portfolio management and model-based solutions tailored to client objectives.

Robert Schobel is a financial advisor with LPL Financial in Bastrop, TX. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Micah Oliver is a CFP® with 11 years of industry experience, currently a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at TrueCar for one year. Outside of his advisory role, he is involved in managing a vacation rental business and an aircraft ownership LLC. 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 its clients through an extensive network of financial advisors and branch offices nationwide.