Nickelle Leist is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Prior to that, Leist was with Pinney Insurance for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Jennifer Harvey is a financial advisor with Guardian Life in Austin, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, The Prudential Insurance Company of America, Eagle Strategies LLC, and New York Life Insurance Company. She is also involved in the sales and service of insurance products outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party strategies.

Rey Camacho is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Morgan Stanley, and Bank of America. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients rather than discretionary management.

Thomas Sibley Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, he moderates an insurance class at Hutson-Tillotson University. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Brandon Sarlls is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2011. He joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Noah Boriack is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Premier Bank, Charles Schwab Trust Bank, and Charles Schwab Bank. Outside of finance, he has worked in diverse roles including at Grimaldis Pizzeria and The Container Store. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm serves individual clients by recommending investments while leaving final trading decisions to clients and does not exercise discretionary trading authority.

Donald Zielinski Jr. is a CFP® professional with three years of experience in financial advising at Primerica Advisors. He has a background that includes nine years with Guardian Life Insurance Company and ten years with Corning. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and financial planning solutions. The firm uses a combination of proprietary and third-party investment strategies to meet client needs.

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Edward Jones and three years at LPL Financial LLC. He serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Bruce Reynolds is a CFP® credentialed financial advisor with 23 years of industry experience, currently serving at Schwab Wealth Advisory in Austin, TX. His prior experience includes roles at USAA Financial Advisors, USAA Investment Management Company, and Charles Schwab across various capacities since 2005. Outside of advisory services, Reynolds is a silent partner in a trucking and transportation business and assists with a home improvement venture alongside his spouse. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. As an internal advisory unit within the Schwab ecosystem, the firm operates under a cost-and-expense arrangement with Charles Schwab & Co., focusing on individual wealth management without discretionary trading authority.

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

John Sullivan III is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and has prior experience at Charles Schwab and USAA Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with clients making final trading decisions, and it operates as an internal advisory unit within the Schwab ecosystem without directly charging clients fees.

Tom Mitchell Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Landon Lau is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., H-E-B, and involvement in professional baseball organizations and player development. Outside of financial services, he has experience with Vypr Installations, a business he has been involved with for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm serves individual clients with annual financial reviews and personalized investment recommendations, operating as an internal advisory unit within the Schwab ecosystem rather than charging clients directly.

Dejan Dimitrijevic is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Capital Advisors, Inc., TIAA-CREF, TD Ameritrade, and Scottrade Investment Management. He is a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Cade Steen is a CFP® with 21 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. since 2026. He previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA in various financial planning and advisory roles from 2007 to 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Donald Beattie is a CFP® with 17 years of industry experience, currently affiliated with Primerica Advisors in Lakeway, TX. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities, with nearly a decade at each firm. Beattie is also a partner in White Coat Wealth Advisors, LLC, a financial advisory practice. Park Avenue Securities LLC serves a wide range of clients including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Stacey Vincent Flores is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Martin Capital Advisors, LPL Financial LLC, Frost Brokerage Services, Stifel Nicolaus, and JP Morgan Securities. Outside of her advisory role, she is an investor in a Dubai-based LLC. 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 aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Trent Connor is a CFP® professional with two years of industry experience. He is currently with CWM, LLC and has previously worked at Wise Counsel Wealth Management. Prior to his financial advisory roles, he spent time in education with positions at Southwestern University and Langham Creek High School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and operational transparency.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.