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.

Stacey Vincent Flores is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Martin Capital Advisors, LPL Financial LLC, Frost Brokerage Services, Stifel Nicolaus, and JP Morgan Securities. Outside of her advisory role, she is an investor in a Dubai-based LLC. 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 aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

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.

Edward Wingrove is a financial advisor with \u0026Partners in Austin, TX, holding a Series 63 designation and over 35 years of industry experience. His prior firms include Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of his advisory role, he is a managing member of several family LLCs that own real estate and a minority interest in a restaurant. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Jerry Mc Donald is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

Neal Cloer is a financial advisor with Principal Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 10 years with Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he also works as an insurance agent specializing in life, disability, annuities, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

Michael Di Placido is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes significant tenure at Charles Schwab and related entities dating back to 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Gregory Sanfacon is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has previously worked at Sun Life Financial Distributors, Inc. and currently holds a position with Agia involving non-securities insurance products. Outside of his advisory work, he drives for Uber on weekends around Houston airports. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage extensive client assets.

Phillip Weinstein is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edelman Financial Engines for 16 years. Outside of his advisory role, he owns and manages a real estate investment property. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

Joseph Lopez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at USAA Financial Advisors, Inc. and USAA Investment Management Company. Lopez is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.