Robert Wilson is a Series 66-licensed financial advisor at MissionSquare Retirement with 11 years of industry experience. His prior positions include roles at Dimensional Fund Advisors, Charles Schwab, Fidelity Investments, TD Ameritrade, and Transamerica. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.

Matthew Shields is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arax in 2026, he worked at U.S. Capital Wealth Advisors, Purshe Kaplan Sterling Investments, and The Prudential Insurance Company of America. Shields is also engaged as an insurance agent outside of his advisory role. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies across traditional and alternative assets, supported by in-house and external portfolio teams, with a platform enhanced by AI tools and third-party analytics.

Denis Toth is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Herbert J. Sims & Co. Inc., Northern Trust Bank, and JPMorgan Securities LLC. Outside of his advisory role, he creates product review and life hack videos for a YouTube channel based in Austin, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, managing approximately $213 billion in client assets. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Hersey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at several firms including Renaissance Austin Senior Living and Spectrum Retirement Communities. He serves as Vice President of the Austin Spartans Alumni Club and is active on the Membership Committee of BNI Executive Referrals. Park Avenue Securities LLC, 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 both advisor-led discretionary management and model-based strategies, with tailored client relationships supported by proprietary and third-party platforms.

Luis Castillo is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill Lynch, and Cetera Investment Services. Outside of advising, he receives royalty income as a professional writer with books published on Amazon.com. 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 pre-existing TIAA employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has additional experience with Westlake Football Club. Villarreal also serves as an independent contractor brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate network.

Zachary Langan is a financial advisor with Carson Wealth, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial. He is also a financial advisor with Wise Counsel Wealth Management. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of partner offices and over 650 advisors, offering discretionary asset management, financial planning, and retirement plan services, supported by a structured Investment Committee and various tailored investment solutions.

Matthew Williams is a financial advisor at Eagle Strategies (NY Life) based in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Williams Wealth Strategies and WWS Financial, LLC. Outside of his advisory role, he owns and operates WWS Financial, LLC, an entity used for business operations including staffing and office management. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Clay Howell is a financial advisor with Integrity Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience with prior roles at Mass Mutual Investors Services, Metlife Securities, and New England Securities. Howell is also an independent insurance agent specializing in life, accident, and health insurance planning for individuals and businesses. Integrity Alliance is an enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management, financial planning, and third-party manager services.

Meshia Greer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked at the FDIC and Prairie View A&M University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm uses internal research and asset allocation models to tailor recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

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.

Sean Hegarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. He previously worked for Southwest Securities Inc. from 2013 to 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard.

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.

Silas Parker is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at various firms including Wes Young & Associates and operates his own LLC, Silas Parker & Associates. Outside of advising, Parker serves as a volunteer youth sports coach and is a board member of the Synergistic Planning Association; he is also involved in creative pursuits such as composing and recording music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement plans.

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.