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.

Christian Guerrero is a financial advisor with Empower Advisory Group in Manor, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Charles Schwab & Co., Inc. Outside of finance, he has experience with Cantina512 and involvement in arts organizations such as United Arts of Central Florida. 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 linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Edward Jones and three years at LPL Financial LLC. He serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

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.

John Sullivan III is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and has prior experience at Charles Schwab and USAA Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with clients making final trading decisions, and it operates as an internal advisory unit within the Schwab ecosystem without directly charging clients fees.

Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Brandon Eckert is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial advisory career, he worked in fitness and wellness roles, including positions at Master Yang's Tae Kwon Do and iLoveKickBoxing. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and emphasizes a non-discretionary asset management approach.