Joseph Kerr IV is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His prior roles include positions at Cadence Wealth Management and operating his own firm, Kerr Financial Services, LLC. Outside of financial advising, he serves as vice president of a student housing investment company providing accommodations and fundraising for fraternity organizations and is active as an officer and president of a local Austin community club. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donald Beattie is a CFP® with 17 years of industry experience, currently affiliated with Primerica Advisors in Lakeway, TX. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities, with nearly a decade at each firm. Beattie is also a partner in White Coat Wealth Advisors, LLC, a financial advisory practice. Park Avenue Securities LLC serves a wide range of clients including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Carson Stephens is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding a Series 66 credential and over 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2008 and operates his own advisory business, Carson Stephens Capital Strategies, since 2013. Outside of financial services, he is involved in music performance and teaching. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services with a focus on tailored solutions. The firm manages a significant asset base primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Scott Gidley is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been affiliated with United Planners since 2006. Gidley is also president of Stavreti Scholarship, Inc., which awards an annual scholarship to a graduating varsity baseball player at his high school alma mater. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

William Gallegos is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kestra Advisory since 2016. Prior to this, he worked at Kestra Investment Services, LLC beginning in 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages multiple third-party platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Reagan Stephenson is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for three years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Rhea Doctor is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and previously worked at Dimensional Fund Advisors for six years. Outside of her advisory role, she engages in crafting and sells handmade bookmarks, postcards, ornaments, and coasters through an online business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, providing various investment options such as mutual funds, ETFs, individual securities, and personalized indexing.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Austin Private Wealth, LLC and optionsXpress. He is based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Austin Private Wealth and Deloitte. Alyssa serves on the board of directors for Breakthrough T1D, where she is involved in planning events and fundraising activities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection techniques, integrating proprietary quantitative screens with external managers and individual securities, while offering a range of services such as portfolio management, financial planning, and access to private-market investments.

Avery Lewis is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. 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 UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes 15 years at Legend Equities Corporation and a longstanding association with Great American Reserve since 1991. Crook serves on the boards of Partners in Hope Ministries and the Michael James Cotton Foundation, both nonprofit organizations. 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 financial planning, ERISA retirement plan advice, and a range of model portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Christy Shelton is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allfluent Wealth Management and Commonwealth Financial since 2014. Outside of her advisory role, she operates a social event coordination business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Sonia Ortega Knight is a financial advisor with Truist Advisory Services in Austin, TX. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools.

Miranda Barcena is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. She has been associated with Barcena Financial Group, Principal Securities, and Principal Life Insurance since 2023. Outside of advisory work, she serves as the Director of Education for Financial Women in Texas, where she leads educational programming and a mentoring initiative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, employing multiple advisory and promoter arrangements to support client investment implementation and advisor business development.

Kieu Turk is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She is currently with Cerity Partners LLC and previously worked for Austin Private Wealth, LLC for ten years. Outside of her advisory work, she has ownership interests in real estate and a real estate-related business in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

David Dunn is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020, and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance and serves as sole manager of a family limited partnership. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to mutual funds, ETFs, alternative investments, and customized portfolios.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.