Alyssa Calhoun, CAM Investor Solutions
Kristin Fang CFP®, CFA, Austin Asset
Samuel Fishelburg, CFA, Wealthspire Advisors
Melissa Fleming CFP®, IronBridge Private Wealth
Gerald Glesenschlag CFP®, Edward Jones
Irving Hernandez CFP®, Northwestern Mutual
Joshua Holdman CFP®, UBS
Kristen LeClair CFP®, 994 Group
Benjamin Lee CFP®, Equitable Advisors
Danny Lopez CFP®, JPMorgan Chase Bank, N.A.
Matthew Maxcy CFP®, Venturi Private Wealth
Richard McAuliffe CFP®, Aspiriant, LLC
Stan McShurley CFP®
Celina Ochoa
Preston Parker CFP®, Edward Jones
Chad Perry, Level Four Financial
Justin Vohs MBA, First Citizens Bank