Thomas Bonnington is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Nixon Capital LLC, Kestra Financial, Inc., and IMG Financial Group, Inc. Outside of his advisory work, he has experience in the restaurant industry with Torchy's Tacos. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a combination of proprietary and third-party investment strategies.

Henry Arellano is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent 12 years with Edward Jones. Outside of advising, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and owns an auto repair shop. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm provides a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Eddie Hebert Jr. is a financial advisor at Strategic Financial Concepts, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Associated Credit Union since 2008. His prior experience includes roles at LPL Financial and Concourse Financial Group Securities, Inc. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and is notable for its integration of insurance-related activities within its multi-team practice.

Lisa Hutter is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 license and has worked previously at firms including Morgan Stanley and Comerica Securities. Outside of her advisory role, she is president-elect of Congregation Agudas Achim and is involved in a commercial real estate business tied to a CrossFit gym. Legacy Wealth Management serves individual, charitable, and business clients by offering discretionary and non-discretionary portfolio management, financial planning, and related services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerances.

Jacob Bruner is a financial advisor at Mariner Independent with a Series 65 credential and one year of industry experience. Prior to joining Mariner Platform Solutions and JOOY Wealth in 2026, he worked at Wells Fargo Bank for five years. His background also includes roles outside finance, such as involvement with YouthMinistry360 and Cypress Creek Church. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 advisors and offers integrated services including trust and institutional pension consulting affiliates.

Chadwick Canine is a CFP® and CFA® with 21 years of industry experience. He is currently a managing director at JOOY Wealth and works through Mariner Platform Solutions. His prior experience includes roles at RSM US Wealth Management, AdvicePeriod, J.P. Morgan Securities, and William Blair. Canine serves on the Wimberley ISD School Board and is the founder and CEO of JOOY Consulting, LLC. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Financial planning is personal because life is personal. Whether you're building a business, preparing for retirement, navigating a career transition, or thinking about the legacy you'll leave, every important decision has financial implications. For more than two decades, I've helped business owners, executives, and successful families make those decisions with confidence through thoughtful planning, objective advice, and long-term relationships. I founded Vonera Wealth because I believe financial advice should be personal, objective, and built around relationships. As an independent advisor, and someone who has built businesses myself, I understand that financial decisions are rarely just about the numbers. They're about balancing opportunity with risk, taking care of the people who matter most, and creating more choices for the future. When we work together, you can expect straightforward conversations, practical guidance, and someone who takes the time to understand what matters to you before offering advice. Outside the office, I'm a husband, dad, entrepreneur, proud SMU graduate, and occasional golfer. I believe money isn't the goal, it's a tool that creates opportunities, provides peace of mind, and gives you the freedom to focus on what matters most.

Andrew Denkler is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2016. He holds a Series 66 license and has eight years of industry experience. Based in Dripping Springs, TX, Denkler provides investment advisory services through a firm with over 1,100 advisors. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations with a broad range of programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary investment management along with consulting and retirement services.

Edward Kozlowski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, First Allied Securities, Inc., and Lighthouse Wealth Management. He is also involved in tax planning and preparation through Lighthouse Tax Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings.

Christopher Karschnik is a CFP® with six years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Lincoln Investment for five years and has held roles at KW Gutshall & Associates and Soccer Shots. Karschnik is also licensed to provide life insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is noted for its use of market-timing and momentum-based investing strategies.

Daniel Jensen is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. Daniel is also a general partner and equity holder in Let's Go Ball, a sports directory website he developed with his father. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Before entering financial services, he worked in various roles including as an apprentice electrician and delivery driver for Uber Eats. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Carson Popp is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he has worked in physical therapy and operated a business in the music industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform. The firm combines advisory programs with broker-dealer services, offering a range of account options and third-party asset manager relationships.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Richard Gutshall is a financial advisor with GWN Securities Inc. in Austin, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. Outside of advisory work, Gutshall is a managing partner of a startup protection company and has experience as an independent representative in metals and coins. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy of market-timing and momentum-based strategies among its diverse suite of managed-account programs.

Ruben Ruiz Jr. is a financial advisor with Money Concepts Capital Corp, holding the ChFC® designation and a Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital Corp since 1988. Outside of his advisory role, he owns Ruiz Financial Group LLC, which provides virtual sales assistant services and offers financial education courses to employees of various organizations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base that includes individual investors, pension plans, trusts, and corporations. The firm uses model-driven and asset allocation approaches, offering both discretionary and non-discretionary programs, and works with third-party managers and platforms such as Envestnet to support its investment strategies.

Herbert Flores is a CFP® with six years of industry experience and currently serves as a financial advisor at Farther. He previously worked at Mission Wealth Management, JPMorgan Chase Bank, and J.P. Morgan Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Kenneth Gutshall is a financial advisor with GWN Securities Inc. in San Marcos, TX, holding a Series 63 designation and over 52 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. and has operated his own financial services business, K. W. Gutshall & Associates, since 1997. He also works as an independent contractor providing life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management strategies, including legacy market-timing and momentum-based approaches.

Rosalynd Shaw is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial, she held various roles at Northwestern Mutual from 2021 to 2026 and worked at Gallagher Bassett from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kendall Simpson is a financial advisor with Edward Jones in Dripping Springs, TX. He holds the Series 66 designation and joined Edward Jones in 2023. Prior to his current role, Kendall worked at Lake Austin Spa and Resort and Concordia University - Texas, among other positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.