Melissa Mendez is a Series 66-licensed financial advisor at NewEdge Advisors with nine years of industry experience. She has previously worked at LPL Financial, Sanctuary Wealth, USAA, and Texas Legacy Wealth Management. Mendez also provides administrative support to NewEdge Advisors as part of her business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing technology and centralized due diligence to support its network of independent investment adviser representatives.

Spencer Phillips is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., and TD Ameritrade. Spencer is based in Austin, TX. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrew Kuchera is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wrightwood Advisory Group, Lion Street Financial, Triad Advisors, Arthur J Gallagher, and Kestra Financial. He is also the owner of Wrightwood Advisory Group, where he occasionally writes life insurance policies for clients upon request. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and multiple program options through various platforms.

Joshua Dvorak is a CFP®-credentialed financial advisor at Farther with 11 years of industry experience. His prior roles include nine years at Austin Private Wealth, LLC, and two years at Fidelity. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios and algorithmic rebalancing, and integrates AI tools within its investment process.

Joshua Johnson is a financial advisor with PNC Wealth Management in Leander, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and discretionary management of mutual funds and ETFs.

Jeff Ruen is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 credential and 27 years of industry experience. His prior experience includes roles at Leander Wealth Management, Crystal Falls Financial Group, and several securities and insurance firms dating back to 1999. Outside of his advisory work, he serves as president of a local high school booster club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Marcom is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Advisors LLC, NEXT Financial Group, and S.B. Value Partners, L.P. Since 2011, he has also served as an expert witness in securities litigation. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-driven investment approach incorporating both active and passive strategies across various risk profiles and provides services such as financial planning, portfolio management, and retirement plan solutions.

Hyungkyu Choi is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Uber, Lyft, and InstaCart. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerances.

Casey Skrabanek is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Valic in 2018, Casey worked as a loan officer at Revolution Mortgage and currently has roles outside of finance, including owning an inflatable party rental business and a mortgage consulting service. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services using Envestnet UMA models.

Shannon Mckeehan is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Commonwealth since 2014. Mckeehan is the author of two books, *Retirement Test Run* and *Retiring on Purpose*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Alan Liljegren is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of his advisory role, he is affiliated with RoRo Es Loco, LLC, a non-investment business. He works within Park Avenue Securities, a Guardian Life subsidiary that offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and diverse financial planning solutions.

Cameron Filbrandt is a Series 66-registered advisor with Ameritas Advisory Services, LLC, based in Cedar Park, Texas. He joined Ameritas and its affiliated companies in 2026 and has a diverse background including roles in structural steel, education, and banking. Cameron also operates a self-managed business under the O'Keefe Group/Solutions name. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through various program platforms, utilizing both firm-developed and third-party models alongside a broad product set.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Anne Trinh is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at M Holdings Securities, Inc., M Advisory Group, and Waddell & Reed. She serves as a volunteer board member for the Christian Foundation of America and is the executive director of the 2Fish Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and supports clients with multiple management platforms and third-party solutions.

Robert Huntley is a CFP® and ChFC® licensed financial advisor with 41 years of industry experience. He is currently with Carson Wealth and has held prior roles at Cetera Advisor Networks and LPL Financial. Huntley is also the author of the book "Retire is a Verb." Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and monitor model portfolios with both fundamental and technical analysis.

Matthew Diteresa is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Eagle Strategies and serves as Treasurer on the Board of Directors at St. Dominic Savio Catholic High School. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Matthew Diteresa is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked at Equitable Advisors, LLC. Outside of advising, he is a 1% owner of 3MA Holdings, LP. Guardian Life operates Park Avenue Securities LLC, which offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Sezgi Kutay is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank and optionsXpress, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

Daniel Fiala is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has held positions at Itron Incorporated, Dell Technologies, and PRUCO Securities, LLC. Outside of advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs both discretionary portfolio management and tactical, momentum-based strategies across its offerings.