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 with three years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, and is the owner of CapriCare, LLC, a home care agency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan 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.

Brandon Sarlls is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2011. He joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Noah Boriack is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Premier Bank, Charles Schwab Trust Bank, and Charles Schwab Bank. Outside of finance, he has worked in diverse roles including at Grimaldis Pizzeria and The Container Store. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm serves individual clients by recommending investments while leaving final trading decisions to clients and does not exercise discretionary trading authority.

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 with 16 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, previously associated with Kestra Investment Services, LLC since 2007. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Bruce Reynolds is a CFP® credentialed financial advisor with 23 years of industry experience, currently serving at Schwab Wealth Advisory in Austin, TX. His prior experience includes roles at USAA Financial Advisors, USAA Investment Management Company, and Charles Schwab across various capacities since 2005. Outside of advisory services, Reynolds is a silent partner in a trucking and transportation business and assists with a home improvement venture alongside his spouse. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. As an internal advisory unit within the Schwab ecosystem, the firm operates under a cost-and-expense arrangement with Charles Schwab & Co., focusing on individual wealth management without discretionary trading authority.

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. in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., VOYA Financial Advisors, Inc., Oppenheimer, and Wells Fargo Clearing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of solutions such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing specialized services for high-net-worth clients through its Davidson Private Wealth program.

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 with \u0026PARTNERS in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining \u0026PARTNERS in 2025, Simar worked at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. She serves as a board member of Pat's Legacy, a family nonprofit foundation that donates annually to various 501(c)(3) organizations. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies with oversight through its Envestnet platform and NFS brokerage infrastructure.

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 20 years of experience in the financial industry. He is affiliated with NewEdge Advisors and has previously worked at HUB International, TCG Advisors, and 1st Global Advisors. Outside of his advisory role, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

John Stewart is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Mariner and has previously worked at Texas Regional Bank, TRB Wealth Management, Dimensional Fund Advisors, Larry Wunsch and Associates, and Native Medical Supply. Stewart was an equity owner of Alamo Outdoor Company, an outdoor-inspired apparel business that has since closed. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting services and specialized operational offerings such as family office and financial wellness platforms.

Tomas Ortiz is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm utilizes centralized technology and model solutions across its large network of advisors to provide discretionary unified managed accounts and additional overlay services.