Sean Hegarty is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously at Southwest Securities Inc. from 2013 to 2021. He is based in Austin, TX. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Nada Allen is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Penn Mutual Life Insurance Company, The Rainier Financial Group, and New York Life Insurance Company. In addition to her advisory roles, Allen serves as an adjunct faculty professor at Austin Community College, teaching and advising students at the college level. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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 designation and 26 years of industry experience. His career includes roles at Leander Wealth Management, Crystal Falls Financial Group, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. He serves as the 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, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

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.

Cameron Filbrandt is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he worked in various roles including at Alamo Structural Steel and Nebraska Bank of Commerce. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, employer-sponsored plans, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house model portfolios and third-party managers.

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.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeremy Self is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and The Church at Lake Travis. He is co-owner of Cedarwood Financial Partners, LLC, and owner of Kingdom Equity Group LLC, entities established to facilitate advisory and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm provides advisors access to diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Matthew Diteresa is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2015. Outside of his advisory work, he serves as Treasurer on the Board of Directors for St. Dominic Savio Catholic High School and is a member of the Board of Directors for St. Louis King of France. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies with both discretionary and non-discretionary management options.

Matthew Diteresa is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked with Park Avenue Securities and Equitable Advisors. Outside of his advisory role, he is a 1% owner of 3MA Holdings, LP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs using both proprietary and third-party models.

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Austin Private Wealth, LLC and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of her advisory role, she has a minority ownership interest in a real estate business based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

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.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Fiala is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has a background that includes roles at Itron Incorporated and Dell Technologies. In addition to his advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in some legacy programs.

Michael Rhodes is a CFP® with nine years of industry experience, currently serving as an advisor at NewEdge Advisors. He previously worked at HUB Investment Partners, LLC for 19 years. Rhodes operates under NewEdge Advisors doing business as Everplan Wealth. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing diversified asset allocation and regular portfolio reviews.

Thomas Thigpen is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup for nine years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot available to PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.