Nia Alexandria is a financial advisor at Corient with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Capital Advisors, Inc. and American Century Investment Services, Inc. before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring supported by risk management tools.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Kieran Lavery is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. His prior roles include positions at Charles Schwab, Kestra Financial, Invesco, and Finivi, Inc. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Hanseung Chang is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. Before joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. Outside of finance, he is involved in managing a small family-owned coffee and tea shop called Manna Taim LLC, which specializes in boba teas, coffees, and ice cream. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Theresa Clements is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Empower Financial Services, Colonial Life, Paycor, Konica Minolta Business Solutions, and Enterprise Rent-A-Car. 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 connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at Merrill, Bank of America, Morgan Stanley, and Guardian Life. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Ryan Gilchrist is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also involved with Agia and owns Imperial Cashmere, a luxury cashmere apparel business selling handmade scarves, beanies, and gloves. Valic Financial Advisors serves primarily individual clients, including high net worth and ultra-high net worth investors, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors and a focus on centralized technology and model-based investment solutions.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and over 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Southwest Securities Inc for eight years. Outside of his advisory role, he is involved in oil and gas property leasing for royalties and mineral interests. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for clients with net worth above $20 million.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.

Daniel Schwartz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across mutual funds, ETFs, alternative investments, and custom indexing.

Ramona Dalton is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she holds a position as an agent at Agia, where she is involved with 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 offers portfolio management, financial planning, and multiple wrap programs, utilizing a centralized technology platform and model solutions to manage assets for a large client base.

Adam Claussen is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with several entities affiliated with Bankers Life since 2015, including Bankers Life Securities and Guardian Life Insurance. Outside of his advisory role, Claussen serves as an officer and 3D Director for Hill Country Bowhunters, where he organizes competitive bowhunting events. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Blake Davis is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his current role, he worked at Instacart and Austin Community College. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various insurance companies. 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 an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2010, including ten years at Charles Schwab Bank SSB. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Valic Financial Advisors in 2019, she worked at Agia and held positions at the University of Cincinnati. Outside of her financial advisory role, she is a co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products via e-commerce. 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 offers portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and Envestnet’s platform.

Daniel Barajas is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Leaders Group, Inc., VIP Insurance, Quest Capital Strategies, Inc., and Steve Lescher & Associates. Outside of his advisory work, he serves as a tennis official for the United States Tennis Association. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jennifer Bachino is a financial advisor with SPC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, Frost Bank, and Wells Fargo Investments. She serves on the board of The Rise School of Austin and participates on its Development Committee. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and notable account programs such as the SIGMA Managed Account.

Patricia Goodrich is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and six years of prior experience in orthodontics. She joined Mercer Global Advisors in 2024 and has been with the firm since. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.