Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. 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-developed UMA models for portfolio construction.

Jennifer Harvey is a financial advisor with Guardian Life in Austin, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, The Prudential Insurance Company of America, Eagle Strategies LLC, and New York Life Insurance Company. She is also involved in the sales and service of insurance products outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party strategies.

Nadim Eldahdah is a Series 66 licensed financial advisor with Valic Financial Advisors, based in Leander, TX. He has six years with Valic and five years of industry experience. His prior work includes roles at Spring Smiles Dental Group and Orthodontics and Houston Methodist Hospital. Outside of advisory work, he is involved as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily 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 third-party model managers supported by a centralized technology platform.

Mark Soderquist is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Capitol Wealth Strategies. Outside of advising, he has worked as a delivery driver for Inspired Delivery LLC and serves as an agent for AGIA, selling non-securities insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management using model portfolios and third-party strategists, and combines advisory services with brokerage and insurance product distribution.

Thomas Sibley Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, he moderates an insurance class at Hutson-Tillotson University. Park Avenue Securities 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, utilizing proprietary and third-party investment strategies across multiple 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 and having two years of industry experience. She concurrently serves as an owner of Qualicare Home Care Greater Austin, a home care agency. Lanfear has worked at multiple firms including The Rainier Financial Group, NYLIFE Securities, and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Stolte is a CFP® and ChFC® with 18 years of industry experience, currently serving at Independent Financial Partners since 2014. He previously worked at LPL Financial from 2014 to 2019 and IFP Securities, LLC since 2019. Stolte is a board member of the Austin chapter of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management alongside specialized retirement-plan advisory and pension consulting services.

Wesley Young is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with multiple firms, including Savagen Strategy, Silas Parker & Associates LLC, and Mahoney Financial Organization, and has operated his own advisory business, Wes Young & Associates, since 2009. Outside of financial advising, Young is an author of Christian leadership books and serves as a pastor, and he is involved in several business ventures including software development for small businesses and empowerment coaching. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and emphasizes non-discretionary asset management, working extensively within the integrated New York Life affiliate structure.

Donald Zielinski Jr. is a CFP® professional with three years of experience in financial advising at Primerica Advisors. He has a background that includes nine years with Guardian Life Insurance Company and ten years with Corning. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and financial planning solutions. The firm uses a combination of proprietary and third-party investment strategies to meet client needs.

Keegan Johnson is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2007. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, serving clients that include sovereign wealth funds and other large institutional investors.

Brian Anthony Pablo is a financial advisor with First Command Advisory Services in Austin, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 16 years of industry experience, including roles at First Command Insurance Services, First Command Brokerage Services, First Command Financial Planning, and Wilkinson Financial. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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. with 31 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining D.A. Davidson in 2023, she worked at Hilltop Securities Inc. from 2016 to 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards and incorporates both qualitative and quantitative analysis in its investment and planning processes.

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Dan Kraus is a CFP® with 31 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity, he spent 15 years at Austin Private Wealth, LLC. He is a member of the Shalom Austin Investment Committee and serves on the advisory board of the Langston Wealth Management Center at the University of Texas McCombs School of Business. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66, Series 63, and Series 65 credentials. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Simar serves as a board member for Pat's Legacy, a family foundation that donates annually to 501(c)(3) charities. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis through a combination of proprietary and third-party portfolio management strategies.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Farm Bureau Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Randy Oehrlein is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Lincoln Investment in 2017, he worked at Legend Equities Corporation for 15 years and has operated his own insurance and investment business since 2000. He is also affiliated with health and life insurance sales through multiple related businesses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and various advisory programs, employing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

Matthew Anderson is a CFP® with 19 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior roles include positions at HUB International and several affiliated firms, including TCG Advisors and 1st Global Advisors. Outside of his advisory work, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm manages portfolios using a range of analytic approaches, periodic rebalancing, and quarterly reviews, with oversight mechanisms addressing potential conflicts of interest.

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.