Ryan Gilchrist is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also involved with Agia and owns Imperial Cashmere, a luxury cashmere apparel business selling handmade scarves, beanies, and gloves. Valic Financial Advisors serves primarily individual clients, including high net worth and ultra-high net worth investors, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors and a focus on centralized technology and model-based investment solutions.

Clay Johnson is an Investment Advisor Representative at Kestra Advisory with 11 years of industry experience. He has been with Kestra Advisory and its affiliated firm since 2015. Outside of his advisory role, he owns a business that evaluates grant programs by calling participants and reporting findings to consulting firms. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and 43 years of industry experience. Before joining D.A. Davidson in 2021, he worked for Southwest Securities Inc. from 2013 to 2021. Outside of advising, he owns and leases oil and gas property interests in Houston, TX. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, equity research, and specialized wealth management for high-net-worth clients.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.

Alison Cassorla is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Austin Private Wealth, LLC for five years and was self-employed for one year. Before her advisory career, she spent two decades with Shalom Austin, a community organization. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a wide range of services such as discretionary and non-discretionary investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Daniel Schwartz is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at Bank of America and Merrill. Schwartz is based in Austin, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver customized portfolio management and financial planning services.

Ramona Dalton is a financial advisor at Valic Financial Advisors in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. 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 a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Dimitrian Jimenez is a CFP® professional with one year of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners, he held positions at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. He also spent seven years at Texas Tech University early in his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening, and operates multiple private-market investment programs alongside affiliated pension consulting and insurance services.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Glen Ellis Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he receives author royalty income and is a licensed notary public. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven sleeves and operates both discretionary and non-discretionary investment programs.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

Alex Wagner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Wagner serves as treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management emphasizing diversified asset allocation across various asset classes and provides a broad range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to her current role, she has worked with Agia and the University of Cincinnati. Outside of financial advising, she is co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products online. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm manages assets at scale, utilizing discretionary unified managed accounts with model portfolios and overlay services.

Daniel Barajas is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Leaders Group, Inc., VIP Insurance, Quest Capital Strategies, Inc., and Steve Lescher & Associates. Outside of his advisory work, he serves as a tennis official for the United States Tennis Association. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jennifer Bachino is a financial advisor with SPC in Austin, TX, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, Frost Bank, and Wells Fargo Advisors LLC. She serves on the board of The Rise School of Austin, participating on the Development Committee. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with both discretionary and nondiscretionary options tailored to client needs.

Robert Neigert is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and has previously worked at Northern Trust and Callan Capital, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements customized portfolios through a combination of in-house research and third-party managers, with a notable focus on tax and accounting integration and specialized operational capabilities.

Patricia Goodrich is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and six years of prior experience in orthodontics. She joined Mercer Global Advisors in 2024 and has been with the firm since. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Ryan Kiley is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and AGIA, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Spire Wealth Management, Spire Securities, and Cupbearer Financial Services. VALIC Financial Advisors, Inc. 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 discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion across approximately 300,000 clients.

Steven Worrel is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with TIAA-CREF in Austin, TX, where he has worked since 2025 and was previously employed by Tiaa starting in 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.