Hanseung Chang is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. Before joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. Outside of finance, he is involved in managing a small family-owned coffee and tea shop called Manna Taim LLC, which specializes in boba teas, coffees, and ice cream. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Theresa Clements is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Empower Financial Services, Colonial Life, Paycor, Konica Minolta Business Solutions, and Enterprise Rent-A-Car. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

Zackery Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Commonwealth Financial Network and Life Strategies Inc. Benjamin also manages business operations at The Benjamin Group, an insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Shana Bielich is a CFP®-certified financial advisor with 24 years of industry experience. She currently works with Kestra Advisory and previously spent 15 years at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.

Kevin Dick is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Commonwealth Financial Network and operated his own investment management group. He serves as CEO and Managing Director of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting these with due diligence and multiple management platforms.

Madeline Weber is a financial advisor with Kestra Advisory in Wilmington, DE, holding a Series 66 credential and over a year of experience at Kestra. Her prior roles include work at Black Cactus and involvement with Deer Park Tavern and Goodness Bowls. She also served at the University of Delaware and Avalon Yacht Club in recent years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and various institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios supported by an internal investment team and third-party managers.

Mark Mann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Before joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at Waddell & Reed, Inc. for 14 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Jasen Wallace is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors LLC, Ameritas Advisory Services, and Weinheimer Wealth Management. He is an ex officio director of the YMBL Sunshine Foundation, which aligns with the Austin Sunshine Camps’ strategic goals. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Brandon Grocki is a CFP® with 11 years of industry experience, currently serving at Kestra Advisory. He has held positions with firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Grocki is involved in political service as a district representative for the Millstone Township Republican Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan-level investment advice, and employee education, supported by due diligence and multiple management platforms.

Paisley Jones is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Kestra Advisory since 2016 and also works with KESTRA Investment Services, LLC since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

James Mahoney III is a CFP® professional with 24 years of experience currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He is also the principal of Northampton Financial Services, where he provides consulting and financial planning for individuals and small businesses. Outside of his advisory roles, he coaches competitive skiing at Berkshire East, a ski resort, and serves as an assistant coach for the Northampton High School ski team. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and employee education, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Jillian Hefner is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Bluespring Wealth Management. She has also worked in educational settings, including Abilene Christian University and Westlake High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at Merrill, Bank of America, Morgan Stanley, and Guardian Life. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Shaun Kimball is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked for CUSO Financial Services, LP and Empower Federal Credit Union over a span of 10 years. Outside of his advisory role, Kimball owns Momentum Strategic Wealth, LLC, which provides investment advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Teresa Hoffman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously served as president of Your Friendly Property Solutions, an LLC focused on wholesaling and flipping residential real estate. Beginning in 2025, she has also engaged in public speaking on financial topics. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and management solutions, combining advisor-led discretionary strategies with model-based programs and digital advisory services.