Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Brandon Sarlls is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes positions at Edward Jones and Charles Schwab Bank, SSB, where he has worked since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on internal research tools and standard asset-allocation models, with client authorization required for all trades.

Christian Guerrero is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Wells Fargo Clearing and Wells Fargo Bank. He also has experience with Charles Schwab & Co., Inc. and has been involved with Cantina512. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Noah Boriack is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes roles within various Charles Schwab entities since 2022. Outside of finance, he has work experience in retail and food service industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Geoffrey Haynes is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with PlanMember since 2013 and concurrently owns Innovative Financial Solutions, a firm focused on annuities and insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation, risk-based mutual fund portfolios, and periodic rebalancing based on defined triggers.

Donald Zielinski Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. Prior to this, he worked at Corning for ten years. He is also engaged as an insurance broker outside of his advisory role. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to proprietary and third-party investment solutions.

Andrew Kelch is a CFP®, CFA®, and Series 66-registered advisor with 22 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Dimensional Fund Advisors and USAA Investment Management Company. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach that utilizes both affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting services.

Christopher Conrad is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PlanMember since 2022. Additionally, he has been involved with ACN/Team National in direct sales of digital communication services since 2014. PlanMember provides retirement-plan advisory services to employers and employees, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, complemented by education and support services for plan sponsors and participants.

Bruce Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has previously worked at USAA Investment Management Company and USAA Financial Advisors. Outside of advisory work, he is a silent partner in a trucking and transportation business and assists with a home restoration business. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Richard Treta is a CFP® with 39 years of experience in the financial services industry. He has worked at PlanMember Securities Corporation since 2018 and previously spent over a decade with Lincoln Financial Advisors and TRETA Financial Group. He is also a managing partner at Penwell Treta Wealth Management and is involved in insurance services as a licensed agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education, support, and personalized retirement planning.

Brian Anthony Pablo is a financial advisor with First Command Advisory Services in Austin, TX. He holds the ChFC® designation and Series 66 and 63 licenses, with 16 years of industry experience. Prior to his current role, he worked at Wilkinson Financial and held various positions within First Command entities. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Jason Davis is a financial advisor with Guardian Life in Austin, TX, holding Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at First Command Advisory Services and the United States Army. Outside of his advisory work, he serves as president of Eagles Ventures Group, a board member for the Gabriels Grove Property Owners Association, a youth hockey referee, and chair of a local Boy Scout troop committee. Guardian Life’s Park Avenue Wealth Management division offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through advisor-led discretionary strategies and model-based solutions, supported by proprietary and third-party platforms.

Alan Waker is a Series 66-licensed financial advisor with SPC in Austin, TX, and has 20 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2012. Outside of advising, he owns Waker Financial Strategies, a sole proprietorship that develops business plans and strategies for small and medium-sized companies, and he oversees Austin Bookkeeping, which provides accounting and CFO-related services to local small businesses. SPC serves a diverse client base 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, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Derek Eckert is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior roles include positions at Syntropy Wealth Management LLC, TIAA-CREF Individual & Institutional Services, LLC, and Chase Investment Services Corp. He is also a board member of the nonprofit Women in Neuroscience, where he promotes awareness, develops programs, and participates in fundraising. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Dan Kraus is a CFP®-designated financial advisor at Cerity Partners LLC with 32 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for 15 years and Ameriprise for 15 years. He serves on the Advisory Board for the Langston Wealth Management Center at the University of Texas McCombs School of Business and is a member of the Shalom Austin Investment Committee. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Farm Bureau Financial Services before joining PNC in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot that uses algorithm-driven risk assessments and invests via approved model strategies executed through mutual funds and ETFs.

Zachary Mattos is a financial advisor with Private Advisor Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked with Northwestern Mutual and LPL Financial, among other firms. In addition to his advisory role, Mattos provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection from established strategists, utilizing multiple investment approaches and technology platforms.

Chad Houchin is a Series 66 registered advisor with Valic Financial Advisors in Austin, TX, bringing four years of industry experience. His prior roles include positions at Ameriprise and several firms related to financial services and insurance. He also has experience in the food service and airline industries. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services via Envestnet’s platform.