Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sanctuary Advisors in 2020, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2018 to 2020. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple investment approaches and acting as a fiduciary when an advisory agreement is in place.

Jennie Sanders is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at TIAA-CREF in Austin, TX. Her prior experience includes roles at Ellevest and WealthEdge. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Stuart Smith is a financial advisor at Creative Planning with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2024, he worked at ML & R Wealth Management LLC and Maxwell Locke & Ritter LLP. Outside of his advisory role, he is the managing member of A'Moose Bouche, LLC, a real estate holding partnership. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and comprehensive retirement plan services.

Andrew Schwartz III is a financial advisor with Hightower Advisors, holding a Series 63 designation and 30 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner for tax matters at Landpoor Ltd. and operates as an independent insurance agent specializing in long-term care and life/accident/health insurance through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research to construct diversified portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Noah Lee is a financial advisor at Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab & Co., Elkwood Capital, and work in both legal and academic settings. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice and maintaining a hybrid registration as both an SEC-registered investment adviser and broker-dealer.

Robert Borham is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, as well as extended tenure at TIAA and TIAA-CREF. Outside of his advisory work, he serves as a soccer referee for youth and adult leagues and is a voting member of the board of trustees at The Griffin School College Prep. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutions, often those affiliated with TIAA retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing portfolio management through customized and model-based approaches.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Michael Carter is a financial advisor at Valic Financial Advisors in Austin, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Agia, Angi Services, Equitable Advisors, and Quest Trust Company. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

Dayton Smith is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Creative Planning, he worked at ML&R Wealth Management, Kestra Investment Services, Charles Schwab, and H-E-B. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Corey Burkhart is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at State Farm and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and primarily serves individual clients without discretionary trading authority.

Sarah Schoeplein is a financial advisor with Principal Financial Services, holding a Series 66 credential and two years of industry experience. Prior to joining Principal, she worked at 6Pillars Financial Services and has experience in the sales and service of outside fixed insurance products. Outside of finance, she has been involved with Infernos Wood Fired Oven and Spirits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeffrey Reynolds is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Travelers Insurance Group. He is also the owner and president of Reynolds Financial Group and serves as Business Development Director at VIP Insurance. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital investment program.

Maya Werner is a financial advisor at Commonwealth Financial Network with a Series 66 license and two years of industry experience. She has worked at both PlanWise Financial Group and Commonwealth Financial Network since 2022. 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 services, including discretionary model portfolios and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

Michael Bien is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at AGIA and IntegraShare Solutions, Inc. Outside of his advisory work, he is an agent 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 unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to support a high client-to-advisor ratio.

Jacob Adams is a CFP® professional affiliated with Principal Financial Services in Austin, TX, with 18 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for nine years and held roles at Realized Financial, Inc. and WealthForge Securities before joining Principal in 2025. Adams is also licensed as an insurance agent, involved in the sale and service of life, annuities, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

David Villanueva is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Charles Schwab since 2012 and is also involved in woodworking and videography through his wooden toy-making business and CCIPRO Studio LLC. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its integrated Schwab Wealth Advisory program. The firm provides both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options.

Jacob Arnold is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Baylor University, Greenstar Power, Jumpp Logistics, and Favor, interspersed with periods as a stay-at-home dad. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Matthew Barr is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including United Health Group and The Boon Group. Outside of his advisory role, he operates Barr Tax & Bookkeeping Services LLC and is involved with New England Animal Action. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.