Robert Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower in various capacities since 2015, with a two-year period of self-employment. Outside of his advisory role, Graham serves on the City of Irvine Investment Advisory Committee and is involved with the Orange County Sheriff’s Advisory Council and their Professional Service Responder program. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach combines manager selection with multi-manager solutions involving both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Pamela Raffaele is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 65 designation and previously worked at Ml&R Wealth Management, LLC for 18 years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad suite of retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Mark Frazier is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, utilizing both proprietary and external strategies managed through internal committees.

Chanise Littlefield is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and earlier positions at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory work, she sells self-published children’s books on Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and offers point-in-time wealth management consultations with recommendations tailored to clients’ goals and risk tolerances.

Jennifer Preston is a financial advisor with TIAA-CREF in Austin, TX, holding Series 65 and Series 63 designations and 19 years of industry experience. Her prior roles include positions at Empower Financial Services, Inc., Empower Advisory Group, LLC, Advised Assets Group, LLC, and FSC Securities Corporation. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios.

David Limerick is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including LPL Financial, BOK Financial Securities, and Tulsa Federal Credit Union. Limerick also serves as president and board member of Holy Spirit Ministries International, a nonprofit organization involved in ministry oversight and teaching. PlanMember provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary services and participant-level investment options through a strategic asset allocation framework and risk-based mutual fund portfolios. The firm supports plan sponsors and participants with educational resources and personalized retirement planning.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.

Fred Thomas is a ChFC® with 23 years of industry experience, currently affiliated with Planmember Securities Corporation since 2013. He previously worked at Veritrust Financial, LLC from 2006 to 2013 and has owned Thomas & Associates Advanced Estate Planners since 1998. Outside of his advisory roles, he serves on the Board of Directors for the Diana Special Utility District, a public agency involved in water acquisition and distribution. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on top-down strategic asset allocation and managing risk-based mutual fund portfolios. The firm also offers education and support services tailored to plan sponsors and participants.

Lovess Henry is a financial advisor at Carson Wealth with five years of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Sigma Financial. In addition to his advisory role, he is a commissioned notary. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018 and was previously with Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Juan Barcena is a financial advisor with Principal Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Barcena Financial Group and 6Pillars Financial Services. Barcena serves as a board member for both the Greater Austin Hispanic Chamber of Commerce and the Foundation for Better Business Bureau. 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 asset allocation and separately managed account solutions.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Deron Ferrell is a financial advisor at Transamerica Financial Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica since 2012. His background includes roles at WealthWave and Netlaw, as well as involvement in oil and gas exploration and leadership of Ferrell Financial Enterprises Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Carla Jones is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Alpaca Securities LLC, Nationwide Investment Services, J.P. Morgan Securities, and Bank of America, among others. 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 integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Phimporn Tobchan is a financial advisor with Cerity Partners LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, Tobchan worked at Austin Private Wealth, LLC for three years and has experience in the restaurant industry. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services that combine proprietary investment screening with access to alternative and private market solutions.

Manfred Von Ehrenfried II is a ChFC® credentialed advisor with 29 years of industry experience, currently with Transamerica Financial Advisors in Austin, TX. He has been with Transamerica since 2016 and is also an author of several aerospace books. Von Ehrenfried has served as a director for the Manned Spaceflight Operations Association and contributes to the National Space Society’s AD Astra Magazine. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Anna Thouin is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 license and has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2023. Prior to her career in financial advising, she spent time in full-time education and had roles in hospitality. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Sue Anna Piedra is a financial advisor with Oppenheimer in Austin, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of advisory programs and investment services, including discretionary and non-discretionary management, consulting, and retirement planning.