Bruce Edwards is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2008. He holds the Series 66 designation and operates out of Round Rock, TX. In addition to his advisory role, Edwards is involved in tax preparation services conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers comprehensive advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Ruben Benavides is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions with BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. Outside of his advisory work, he is an owner and landlord of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Brian Esway is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Esway has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he volunteers as a youth baseball coach for Western Hills Little League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to client objectives, operating within an integrated New York Life affiliate structure.

Alexander Sweeney is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at The Vanguard Group. Outside of his role at Integrity Alliance, he is involved in fixed insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisers managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various program options through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Joshua Ford is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at LPL Financial and Thrivent Financial. Outside of his advisory work, he provides private baseball instruction for children in Cedar Park, TX. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining predominantly long-term strategies with options for shorter-term trading and discretionary or non-discretionary account management.

Juan Barcena is a financial advisor with Principal Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Barcena Financial Group and 6Pillars Financial Services. Barcena serves as a board member for both the Greater Austin Hispanic Chamber of Commerce and the Foundation for Better Business Bureau. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christian Zajac is a financial advisor with Empower Advisory Group in Cedar Park, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Advisory Group, he worked at Colonial Savings, F.A. for seven years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms.

Carla Jones is a financial advisor with Empower Advisory Group in Pflugerville, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill, and Nationwide Investment Services. 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 tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Anna Thouin is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 license and has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2023. Prior to her career in financial advising, she spent time in full-time education and had roles in hospitality. 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Querube Mena is a financial advisor with Empower Advisory Group in Lakeway, TX, holding Series 63 and Series 65 licenses and has eight years of industry experience. Mena has worked at GWFS Equities, Inc., MML Investors Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. 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 emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

Emma Melone is a financial advisor with D.A. Davidson & Co. in Austin, TX. She holds the Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at Equitable Advisors, LLC, Cintas Corporation, and Illinois State University. D.A. Davidson & Co. serves a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Armando Hernandez is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Mitchell Shubert is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he serves as an agent for non-securities insurance products. 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, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at scale with over 1,200 advisors.

Harold Rives III is a financial advisor with Private Advisor Group, LLC, bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The New England Guild, Inc. He serves on the board of Voce, Inc., a professional choral ensemble, and participates on the investment committees for St. John's Episcopal Church and the New Britain Museum of American Art. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while offering both proprietary and third-party managed account solutions.

Ryan Damra is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His work history includes roles at Charles Schwab & Co., Bank of America, Merrill, VALIC Financial Advisors, and Frost Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach relies on Charles Schwab’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually without exercising discretionary trading authority.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Paul Rhyne is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served in the US Army and US Coast Guard. He is a board member of O.U.R.R.R Worldwide Servant Leadership Academy, a nonprofit focused on providing leadership opportunities and mentorship to underprivileged children. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Christopher Jones is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Commonwealth Financial Network since 2015, with additional experience at PlanWise Financial Group and as owner of Reed Lake Private Wealth. Outside of his advisory roles, he serves as a co-trustee for a non-client trust. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Cleopatra Morales is a CFP® and ChFC® with 22 years of experience in the financial industry. She is affiliated with Eagle Strategies (NY Life) and has worked at Tony DeLeon & Associates since 2021. Morales has a long tenure with New York Life-related firms, including NYLIFE Securities and New York Life Insurance Co., dating back to 2003. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Angelena Armstrong is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Before joining TIAA-CREF in 2019, she worked with TD Ameritrade Investment Management and Scottrade. Outside of her advisory role, she is involved in fitness as a Pilates instructor and yoga teacher. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.