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 at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

Jerry Mc Donald is a CFP® with 35 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in Austin, TX. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, Merrill, and several other firms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers, with services that include financial planning, pension consulting, and managed account programs.

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® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes over a decade at Charles Schwab and related entities, with prior experience at Richard P. Slaughter Associates, Inc. Outside of advisory work, he manages multiple single-family rental properties through his LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on individual client goals and risk tolerance.

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 in Round Rock, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously spent five years with Sun Life Financial Distributors, Inc. Outside of advisory work, he has been an agent for non-securities insurance products and also drives for Uber on weekends around Houston airports. Valic Financial Advisors primarily serves 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 unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and managing roughly $29.2 billion in assets.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. based in Austin, TX. He holds Series 65 and Series 63 credentials and has been in the financial industry since 2020, with prior experience at Woodforest National Bank and P & R Entertainment. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Joseph Lopez is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Austin, TX, where he has worked since 2019, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Jordan Green is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

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 in Austin, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth for five years and Morgan Stanley for a brief period in 2019. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection alongside access to private market solutions for qualified clients.

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. in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include nine years at Hilltop Securities Inc., one year at Raymond James & Associates, and seven years at Morgan Keegan & Company, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering comprehensive financial planning, ERISA retirement plan advisory, and unique capabilities such as municipal advisory and custody services.

Michelle Halliday is a CFP® professional with 10 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, where she has been since 2026, and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Michelle holds the Series 66 license and is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Journey Mc Kelvey is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, Journey held roles at Genpact LLC, Charles Schwab & Co., Inc., and Zelis Healthcare. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates in their planning approach.

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.