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James R

Series 63, Series 65

Austin, TX

VOYA Financial Advisors, Inc.

James Rushing Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked with NYLIFE Securities LLC and New York Life for five years. Outside of advising, he operates as a Notary Public and an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios, combining in-house and external strategists with technology tools to implement mostly non-discretionary investment recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Cassandra D

Series 66

Austin, TX

VOYA Financial Advisors, Inc.

Cassandra Davenport is a Series 66-licensed financial advisor with 25 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Austin, TX. She has worked with Voya Financial Advisors since 2014 and previously with Voya Financial Partners, LLC. Outside of her advisory role, she operates as an independent insurance agent, focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides services including financial planning, portfolio management, and retirement-plan advisory through a combination of in-house and third-party strategies, operating both non-discretionary and limited discretionary managed accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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William C

Series 63, Series 65

Austin, TX

VOYA Financial Advisors, Inc.

William Cornforth is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Voya Retirement Advisors, LLC from 2011 to 2015. Outside of his advisory role, Cornforth is a musician involved in songwriting, producing, and performing, and he serves as president of his local homeowners association. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, institutional clients, and organizations. The firm employs a range of in-house and third-party strategies, focusing on investment policy statements and model allocations, and operates both non-discretionary and limited discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Mark S

Series 63, Series 66

Austin, TX

VOYA Financial Advisors, Inc.

Mark Soderquist is a financial advisor at VOYA Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Capitol Wealth Strategies. Outside of financial advising, he has worked as a delivery driver with Inspired Delivery LLC and is an agent authorized to sell non-securities insurance products for AGIA. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm utilizes investment policy statements and model portfolios supported by in-house and external strategists, providing a mix of non-discretionary and limited discretionary management arrangements.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Noah L

Series 63, Series 66

Austin, TX

VOYA Financial Advisors, Inc.

Noah Lee is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Elkwood Capital, and the University of Texas at Rio Grande Valley. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both in-house and external strategists, delivering services through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brock J

Series 63, Series 66

Austin, TX

VOYA Financial Advisors, Inc.

Brock Johns is a financial advisor with Voya Financial Advisors, Inc. based in Austin, TX, holding the Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at First Trust Advisors L.P., Charles Schwab, and The Vanguard Group, among others. He also manages a rental property in Dripping Springs, TX. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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