Patrick Doporto is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including over 10 years at Charles Schwab & Co., Inc. Outside of his advisory role, he has engaged in virtual task work as an independent contractor for platforms such as Amazon Mechanical Turk and Appen. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, while clients retain final trading decisions, distinguishing its advisory approach within the Schwab ecosystem.

Bryce Meares is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Meares is involved in health and life insurance sales through Hart Financial Group and serves as a consultant providing 401(k) education and assistance to employees at Parsley Energy. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a multi-manager approach, incorporating affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Coordinated Financial, LLC and The National Wealth Group, where he is involved in recruiting and training new agents, as well as fixed insurance and annuity sales through Coordinated Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs supported by an investment committee and third-party partners, integrating multiple custodial platforms and employing risk-based portfolio alignment.

Edward Kozun III is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Dunham Trust Co. since 2007 and Next Financial Group from 2003 to 2020. He is also president of Edward S Kozun III and Kozun Capital Management, both investment-related entities based in Austin, TX. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Chia You Tsai is a financial advisor with Commonwealth Financial Network based in Austin, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Commonwealth and Allfluent Wealth Management in 2020, he worked at IBM for twelve years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various portfolio management solutions and operates under a platform model that supports advisors in delivering customized investment advice.

D'onte Cole is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Charles Schwab. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs model-based and overlay investment strategies.

Benjamin Bowman is a Certified Financial Planner™ at Valic Financial Advisors with 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also held a role at Agia since 2022, where he is involved in 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, consulting services, and discretionary unified managed accounts supported by a centralized technology platform and a large network of investment advisor representatives.

Joshua Cromer is a CFP® with 12 years of industry experience and is currently an advisor at Creative Planning. He has worked at Creative Planning since 2016, with a brief period as self-employed in 2022–2023. Outside of his advisory role, he is a member manager of 1390 Ventures, LLC, a catering business based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Nickelle Leist is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Prior to that, Leist was with Pinney Insurance for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, offering a range of investment and consulting services including private-market investment programs.

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.

John Blood is a financial advisor with Commonwealth Financial Network in Austin, TX, holding CFP® and CFA® designations and over 19 years of industry experience. His prior experience includes roles at Ladenburg Thalmann Financial Services, JJCC Financial, and Efficient Advisors. Outside of his advisory work, he is licensed as a residential real estate sales agent in Austin. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, compliance, and practice-management support. The firm offers a range of program structures and discretionary model portfolios managed by its Investment Management and Research team.

Rey Camacho is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Morgan Stanley, and Bank of America. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients rather than discretionary management.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Mark Soderquist is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work 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 as an agent for non-securities insurance products at AGIA. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services like financial planning, portfolio management, and plan-sponsor consulting, and often provides non-discretionary advice through multiple program structures.

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.

Bryce Currier is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, he worked at ML&R Wealth Management and Fidelity Investments. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.