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.

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.

Jordan Green is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariner Independent Advisor Network, LPL Financial, and Charles Schwab. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside third-party managers to implement investment strategies.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Warren Bausert is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently an independent advisor with TLG Advisors, Inc. and holds prior experience at LPL Financial and Financial Resources Group Investment Services, LLC. He also serves as a Regional Director at VIP/Benefit Bank, focusing on building relationships with financial advisors for insurance-based solutions. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a digital investment program called Starlight Portfolios.

Sujatha Theddu is a financial advisor at Cerity Partners LLC with five years of industry experience and holds a Series 65 designation. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth and Morgan Stanley, and spent nine years at Reliance Capital Asset Management Limited. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a comprehensive range of services including 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.

Matthew Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, with five years of industry experience. He holds the Series 66 designation and previously worked at Northview Asset Management. His background includes nine years of full-time education before beginning his advisory career. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary under written agreements.

Michael Irvin is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 10 years of industry experience. He has worked at several firms, including U.S. Capital Wealth Advisors, LLC and PlanWise Financial Group, before joining Commonwealth Financial Network and Reed Lake Private Wealth. Outside of advisory work, he serves as a temporary director with the Travis County Improvement District 1. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers various managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

James Woodcock is a financial advisor with D.A. Davidson & Co. based in Austin, TX. He holds a Series 66 designation and has 20 years of industry experience, including 13 years with Hilltop Securities Inc. He owns a family rental property in Palm Beach, FL. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offers both non-discretionary and discretionary retirement plan services, and distinguishes itself by participating in municipal underwriting and operating affiliated custodial entities.

Michelle Halliday is a CFP®-designated financial advisor with Schwab Wealth Advisory in Austin, TX, offering 10 years of industry experience. She has worked with various Charles Schwab entities since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm conducts annual account reviews and operates as an internal advisory unit within the Schwab ecosystem.

Benjamin Blakelock is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with VALIC Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. 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.

Jeffrey Ricks is a financial advisor with Commonwealth Financial Network in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Evergreen Wealth Management Inc. and Commonwealth Financial Network since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.

Kevin Weaver is a financial advisor at Cerity Partners LLC in Austin, TX, holding the CFP® designation and Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Austin Private Wealth, LLC for 4 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Cesar Valenzuela is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Kestra Advisory Services LLC, Cetera Advisor Networks LLC, and United Capital Financial Advisers, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and asset allocation models. The firm operates within the Charles Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.