Christopher Jones is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Commonwealth Financial Network since 2015, with additional experience at PlanWise Financial Group and as owner of Reed Lake Private Wealth. Outside of his advisory roles, he serves as a co-trustee for a non-client trust. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Cleopatra Morales is a CFP® and ChFC® with 22 years of experience in the financial industry. She is affiliated with Eagle Strategies (NY Life) and has worked at Tony DeLeon & Associates since 2021. Morales has a long tenure with New York Life-related firms, including NYLIFE Securities and New York Life Insurance Co., dating back to 2003. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ezra Lagan is a financial advisor at &Partners with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dimensional Fund Advisors, Foreside Fund Services, and Morgan Stanley among others. Outside of his advisory work, he is a partial owner and operator of BB’s, a food truck business in Austin, Texas. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis implemented through proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Angelena Armstrong is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Before joining TIAA-CREF in 2019, she worked with TD Ameritrade Investment Management and Scottrade. Outside of her advisory role, she is involved in fitness as a Pilates instructor and yoga teacher. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

James Barnard is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Barnard also operates as an independent insurance agent through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

William Cornforth is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Voya Retirement Advisors, LLC from 2011 to 2015. Outside of his advisory role, Cornforth is a musician involved in songwriting, producing, and performing, and he serves as president of his local homeowners association. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, institutional clients, and organizations. The firm employs a range of in-house and third-party strategies, focusing on investment policy statements and model allocations, and operates both non-discretionary and limited discretionary account management.

Keith Baker II is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has operated his own firms under the names Keith A. Baker and Associates and B2 Wealth Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Campbell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at AE Wealth Management since 2019 and previously gained experience at Wealth Watch Advisors, LLC and Wealth Financial Advisory Services, LLC. Campbell also serves as an adult education instructor at the University of Texas, where he teaches courses on retirement-related subjects. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs and uses a range of investment strategies, with a focus on scalability and platform services.

Patrick Doporto is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co. since 2016. Outside of his advisory work, he has performed independent contractor tasks for virtual platforms such as Amazon Mechanical Turk and Appen. 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-referred clients. The firm’s investment guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Bryce Meares is a financial advisor at Hightower Advisors with 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. He holds a Series 66 designation. Outside of his advisory work, Meares is involved with BKDN, LLC, a business entity used for managing expenses and investment opportunities, and he provides consulting services related to 401(k) plans for Parsley Energy employees. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension and profit-sharing plans. The firm’s approach involves multi-manager solutions and proprietary research to support portfolio management and financial planning across various asset classes and strategies.

Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He is also a managing member of Coordinated Financial, LLC, where he oversees fixed insurance and annuity sales, and a partner at The National Wealth Group, involved in recruiting and training new agents. Hughes has worked with Ameritas and its affiliates since 2011 and previously with Coordinated Financial Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management and financial consulting through various program platforms and leverages affiliated entities and third-party resources to expand investment options.

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.

Gregory Hernandez is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes long-term roles at USAA Financial Planning Services and various entities within Charles Schwab, where he has worked since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

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 CFP® professional with 11 years of experience in financial advising, currently serving at Valic Financial Advisors since 2015. He also holds Series 65 and Series 63 licenses. Outside of his advisory role, he is involved as an agent with Agia, where he provides 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on Envestnet’s platform.

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, 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-related entities. Outside of finance, he is also a musician based in Austin, TX. Cerity Partners serves a wide range of clients, including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative investments through a combination of proprietary and third-party strategies.

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.