Nia Alexandria is a financial advisor at Corient with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Capital Advisors, Inc. and American Century Investment Services, Inc. before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a goals-based, team investment approach that integrates both in-house and third-party strategies.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Kieran Lavery is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory Inc. and has previous experience with Kestra Financial, Inc., Invesco, and Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual reviews, retirement and financial planning, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management directly.

Hanseung Chang is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. He is also involved in a family-owned coffee and tea business, Manna Taim LLC (Boba Tea Time), where he contributes occasionally. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Theresa Clements is a financial advisor with Empower Advisory Group in Leander, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Empower Financial Services, Colonial Life, and Paycor. She continues to receive trailing commissions from Colonial Life on previously sold business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios supported by an internal investment team and third-party managers.

Jasen Wallace is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors LLC, Ameritas Advisory Services, and Weinheimer Wealth Management. He is an ex officio director of the YMBL Sunshine Foundation, which aligns with the Austin Sunshine Camps’ strategic goals. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at Merrill, Bank of America, Morgan Stanley, and Guardian Life. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Raoul Celerier is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC for six years and Ameriprise Financial Services, Inc. for fourteen years. Outside of his advisory role, Celerier maintains an active real estate license and is involved in various real estate ownership and management activities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including 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, emphasizing diversified asset allocation tailored to each client’s profile.

John Alexander is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Ampersand Partners LLC and \&Affiliates Capital LLC, participating in strategic and financial oversight of these wealth management and financial advisory holding companies. \&PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and nonprofit organizations, offering investment management, financial and tax planning, and retirement services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supported by both proprietary and third-party strategies.

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.

John Knight is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Allianz Life Insurance Co. Preferred since 2014 and has been associated with Transamerica Financial Advisors since 2012. Outside of his advisory work, he has served in a role at the Georgetown Church of the Nazarene for over three decades. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple program platforms and a large advisor network.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and over 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Southwest Securities Inc for eight years. Outside of his advisory role, he is involved in oil and gas property leasing for royalties and mineral interests. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for clients with net worth above $20 million.

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.

Vanessa Mcelwrath is a CFP® professional with 11 years of industry experience. She joined Creative Planning in 2024 after working at Ml&R Wealth Management, LLC from 2013 to 2024. Based in Austin, TX, she provides financial advisory services within a large enterprise firm. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

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 CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across mutual funds, ETFs, alternative investments, and custom indexing.