Mark Soderquist is a financial advisor at VOYA Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Capitol Wealth Strategies. Outside of financial advising, he has worked as a delivery driver with Inspired Delivery LLC and is an agent authorized to sell non-securities insurance products for AGIA. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm utilizes investment policy statements and model portfolios supported by in-house and external strategists, providing a mix of non-discretionary and limited discretionary management arrangements.

Thomas Sibley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011, with prior experience at New England Securities. In addition to his advisory work, he serves as an independent insurance agent and moderates an insurance class at a local university. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

James Giliberto is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at NYLIFE Securities LLC since 2016 and New York Life Insurance Co. since 2015. Giliberto is also the owner of WWS Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, and is the owner of CapriCare, LLC, a home care agency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Wesley Young is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has operated multiple advisory and insurance-related firms, including Wes Young & Associates and Silas Parker & Associates LLC. Outside of his advisory work, Young is an author of Christian leadership and business books, serves as a pastor, and volunteers with North Point Church. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of financial planning and investment management services, emphasizing tailored advice and managing a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Brandon Sarlls is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes positions at Edward Jones and Charles Schwab Bank, SSB, where he has worked since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on internal research tools and standard asset-allocation models, with client authorization required for all trades.

Christian Guerrero is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Wells Fargo Clearing and Wells Fargo Bank. He also has experience with Charles Schwab & Co., Inc. and has been involved with Cantina512. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Noah Boriack is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes roles within various Charles Schwab entities since 2022. Outside of finance, he has work experience in retail and food service industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Donald Zielinski Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. Prior to this, he worked at Corning for ten years. He is also engaged as an insurance broker outside of his advisory role. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to proprietary and third-party investment solutions.

Keegan Johnson is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, previously associated with Kestra Investment Services, LLC since 2007. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years and LPL Financial for 3 years. Outside of his advisory role, he serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Bruce Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has previously worked at USAA Investment Management Company and USAA Financial Advisors. Outside of advisory work, he is a silent partner in a trucking and transportation business and assists with a home restoration business. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Brian Anthony Pablo is a financial advisor with First Command Advisory Services in Austin, TX. He holds the ChFC® designation and Series 66 and 63 licenses, with 16 years of industry experience. Prior to his current role, he worked at Wilkinson Financial and held various positions within First Command entities. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered 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 and Wealth Portfolio Managers.

Karen Caulfield is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., VOYA Financial Advisors, Inc., Oppenheimer, and Wells Fargo Clearing. 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 a range of solutions such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing specialized services for high-net-worth clients through its Davidson Private Wealth program.

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.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials and has worked at firms including Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. She serves as a board member of Pat's Legacy, a family foundation that makes annual charitable donations. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

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.