Sezgi Kutay is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank and optionsXpress, Inc. 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. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

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 at GWN Securities Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has held positions at Itron Incorporated, Dell Technologies, and PRUCO Securities, LLC. Outside of advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs both discretionary portfolio management and tactical, momentum-based strategies across its offerings.

Michael Rhodes is a CFP®-certified financial advisor with nine years of industry experience. He currently works at NewEdge Advisors and previously spent nineteen years at HUB Investment Partners. Rhodes conducts advisory services under the Everplan Wealth name within NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and centralized due diligence supported by technology tools.

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.

Gina Baumann is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

James Rushing Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked with NYLIFE Securities LLC and New York Life for five years. Outside of advising, he operates as a Notary Public and an independent insurance agent specializing in fixed insurance products. 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 uses investment policy statements and model portfolios, combining in-house and external strategists with technology tools to implement mostly non-discretionary investment recommendations.

Cassandra Davenport is a Series 66-licensed financial advisor with 25 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Austin, TX. She has worked with Voya Financial Advisors since 2014 and previously with Voya Financial Partners, LLC. Outside of her advisory role, she operates as an independent insurance agent, focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides services including financial planning, portfolio management, and retirement-plan advisory through a combination of in-house and third-party strategies, operating both non-discretionary and limited discretionary managed accounts.

Kalli Greenlee is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Jeffrey Meinbresse is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Meinbresse has been with Eagle Strategies since 2012 and has also worked with New York Life Insurance Company and Nylife Securities LLC since 2007. Outside of his advisory role, he is an investor in KTN Thermodynamics, a company producing automotive engine parts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.

Chanise Littlefield is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and earlier positions at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory work, she sells self-published children’s books on Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and offers point-in-time wealth management consultations with recommendations tailored to clients’ goals and risk tolerances.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Jon Fletcher is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at SPC since 2017 and also operates Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. Fletcher is involved with the West Austin Chamber of Commerce and is a managing member of Prime Wealth Properties, LLC, which owns the office condo housing his practice. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a broad range of fiduciary and non-fiduciary retirement services.

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.

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.

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Scott O’Brien is a CFP® with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including Constitution Wealth LLC, Worthpointe, LLC, and Creative Planning. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Alexander Sweeney is a financial advisor with Integrity Alliance, LLC in Cedar Park, TX. He holds Series 66, Series 63, and Series 65 licenses and has four years of industry experience. Prior to joining Integrity Alliance, he worked at The Vanguard Group and has experience in fixed insurance sales. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary accounts with access to third-party managers.