Ramona Dalton is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she holds a position as an agent at Agia, where she is involved with non-securities insurance products. Valic Financial Advisors serves primarily 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 multiple wrap programs, utilizing a centralized technology platform and model solutions to manage assets for a large client base.

James Mc Kinley is a financial advisor at Savant Wealth Management in Austin, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Savant, he worked at Exencial Wealth Advisors and has experience at Spirit Ice Arena. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management 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.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Dimitrian Jimenez is a CFP® professional with one year of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners, he held positions at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. He also spent seven years at Texas Tech University early in his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening, and operates multiple private-market investment programs alongside affiliated pension consulting and insurance services.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Glen Ellis Jr. is a financial advisor at Voya Financial Advisors, Inc. in Austin, TX, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. Outside of his advisory role, he receives author royalty income and works as an independent insurance agent as well as a notary public. Voya Financial Advisors serves a broad client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides various advisory services through multiple program structures, primarily offering non-discretionary recommendations across financial planning, portfolio management, and plan-sponsor consulting.

Blake Davis is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his current role, he worked at Instacart and Austin Community College. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab since 2010, including a decade at Charles Schwab Bank and a year with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

David Bregger is a CFP® with 42 years of industry experience, currently serving at Savant Wealth Management since 2026. He has held advisory roles at firms including Exencial Wealth Advisors, LLC, Cambridge Investment Research Advisors, and Weinheimer Wealth Management. Mr. Bregger serves on the Investment Committee for the Diocese of Austin, Texas, providing guidance on investment manager selection for the priest’s pension plan and endowment fund in an unpaid volunteer capacity. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation using mutual funds and ETFs with actively managed strategies, supported by integrated accounting, legal, and trust services.

Alex Wagner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Wagner serves as treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management emphasizing diversified asset allocation across various asset classes and provides a broad range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to her current role, she has worked with Agia and the University of Cincinnati. Outside of financial advising, she is co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products online. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm manages assets at scale, utilizing discretionary unified managed accounts with model portfolios and overlay services.

Daniel Barajas is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Leaders Group, Inc., VIP Insurance, Quest Capital Strategies, Inc., and Steve Lescher & Associates. Outside of his advisory work, he serves as a tennis official for the United States Tennis Association. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jennifer Bachino is a financial advisor at SPC with 19 years of industry experience and holds a Series 66 designation. She has worked previously at JP Morgan Securities LLC, Wells Fargo Advisors LLC, and Frost Bank. She serves on the board of The Rise School of Austin and participates on its Development Committee. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various managed account programs and partnerships.

Robert Neigert is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Callan Capital, LLC and Northern Trust. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and offers integrated tax and accounting services alongside traditional portfolio management.

Patricia Goodrich is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and six years of prior experience in orthodontics. She joined Mercer Global Advisors in 2024 and has been with the firm since. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Ryan Kiley is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and AGIA, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Spire Wealth Management, Spire Securities, and Cupbearer Financial Services. VALIC Financial Advisors, Inc. serves primarily 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 discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion across approximately 300,000 clients.

Steven Worrel is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with TIAA-CREF in Austin, TX, where he has worked since 2025 and was previously employed by Tiaa starting in 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Shanti Ponce is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Ponce has one year of industry experience and previously worked at BOLT Company and Trellis Company. Outside of advisory roles, Ponce has been involved with World Financial Group Insurance Agency since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Scott Kuharski is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2005 and also has a longstanding role at Quantum Pension Services since 1995. Outside of his advisory work, Kuharski owns a business involved in selling life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.