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.

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.

Philip Scrofani Jr. is a financial advisor with Sanctuary Advisors, LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Sage Advisory Services Ltd Co, and Citigroup Global Markets. He has been with Sanctuary Advisors and Sanctuary Securities since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives and offers various portfolio management options, retirement plan consulting, and fiduciary services through discretionary or non-discretionary accounts.

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.

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.

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.