Jason Davis is a financial advisor with Guardian Life in Austin, TX, holding Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at First Command Advisory Services and the United States Army. Outside of his advisory work, he serves as president of Eagles Ventures Group, a board member for the Gabriels Grove Property Owners Association, a youth hockey referee, and chair of a local Boy Scout troop committee. Guardian Life’s Park Avenue Wealth Management division offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through advisor-led discretionary strategies and model-based solutions, supported by proprietary and third-party platforms.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Farm Bureau Financial Services before joining PNC in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot that uses algorithm-driven risk assessments and invests via approved model strategies executed through mutual funds and ETFs.

Randy Oehrlein is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. Before joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for 15 years and has operated his own insurance and investment practice since 2000. He is also associated with the University of Texas–Austin since 2000. Outside of his advisory role, he manages health and life insurance sales and services through several business entities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates a robust Investment Management & Research team that supports advisor-led portfolio customization.

Chad Houchin is a Series 66 registered advisor with Valic Financial Advisors in Austin, TX, bringing four years of industry experience. His prior roles include positions at Ameriprise and several firms related to financial services and insurance. He also has experience in the food service and airline industries. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services via Envestnet’s platform.

Tomas Ortiz is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm utilizes centralized technology and model solutions across its large network of advisors to provide discretionary unified managed accounts and additional overlay services.

John Sullivan III is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Group and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Tom Mitchell Jr. is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has concurrent experience at affiliated First Command entities dating back to 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, including a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

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 at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Charles Schwab & Co., Inc. and H-E-B. Outside of his advisory work, he has been involved with Vypr Installations over several years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Kenneth Banks is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, Citibank, and USAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cade Steen is a CFP® with 21 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Inc., USAA Investment Management Company, and Ameriprise. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Donald Beattie is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2007 and 2017 respectively. In addition to his advisory role, he is a partner in White Coat Wealth Advisors, LLC, a financial planning practice based in Austin, TX. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party solutions.

Scott Gidley is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been affiliated with United Planners since 2006. Gidley is also president of Stavreti Scholarship, Inc., which awards an annual scholarship to a graduating varsity baseball player at his high school alma mater. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Stacey Vincent Flores is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior roles include positions at Martin Capital Advisors, LPL Financial LLC, Frost Brokerage Services, Stifel Nicolaus & Co Inc, J.P. Morgan Securities, and Edward Jones. Outside of her advisory work, she is an investor in a business based in Dubai, United Arab Emirates. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 15 years at Legend Equities Corporation. Crook serves on the boards of Partners in Hope Ministries, a nonprofit organization, and the Michael James Cotton Foundation, a memorial foundation. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house investment management and research team.

Christy Shelton is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allfluent Wealth Management and Commonwealth Financial since 2014. Outside of her advisory role, she operates a social event coordination business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions.

Trent Connor is a CFP® professional with two years of industry experience, currently affiliated with Carson Wealth. He previously worked at Wise Counsel Wealth Management and has a background that includes roles at Southwestern University and Langham Creek Highschool. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios, providing tailored solutions and ongoing portfolio oversight.

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.