Rex Russell

Daniela Cronin is a financial advisor at Octavia Wealth Advisors LLC with a Series 65 credential. She has eight years of industry experience, including five years at Shusterman Wealth Management and four years at Eddie V's prior to joining Octavia Wealth Advisors. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets through a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis across diversified portfolios.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Timothy Shugrue is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Fisher Investments, Charles Schwab & Co., Inc., and Allstate Financial Services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.

Eric Schuster is a financial advisor with First Command Advisory Services in Alvarado, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with First Command entities since 2002 and operates Schuhouse Financial Services, Inc., where he serves as president and financial advisor. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and offers structured engagements with ongoing financial coaching and discretionary asset management using in-house investment management.