Clint Thurman is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PlanMember since 2007 and with Gentry Financial Group since 2015. His other business activities include insurance sales and employee benefits administration. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Geoffrey Treat is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at American Teachers Retirement Services since 2018 and has been with PlanMember Securities Corporation since 2013. He is also president and owner of Team Financial Network, Teachers' Financial Services, Inc., and volunteers for a nonprofit organization focused on veteran rehabilitation. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Tomas Ortiz is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm utilizes centralized technology and model solutions across its large network of advisors to provide discretionary unified managed accounts and additional overlay services.

John Sullivan III is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Group and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he is also an insurance broker appointed with external carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Noe Lopez is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC since 2026. His prior experience includes roles at Austin Private Wealth, LLC, Fort Advisors, and Morgan Stanley. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Dana Morgan is a Series 66-licensed financial advisor at PlanMember Securities Corporation in Austin, TX, with experience in both wealth management and school finance solutions. Morgan has held positions at Gentry Wealth Management, Frank Campos & Associates, and educational institutions including Slocum and Noches Independent School Districts. Outside of advisory roles, Morgan has been involved with School Finance Solutions since 2022. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan 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 and personalized support to plan sponsors and participants.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Joshua Stivers is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cabin Securities Inc., WealthPortrait Financial, LLC, Kalos Capital, and GF Investment Services, LLC. He is also associated with Platinum Wealth Advisory, a business providing investment advice and money management services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model is fiduciary-based, utilizing technology platforms and both discretionary and non-discretionary investment strategies, frequently implementing advice through third-party managers and managed account programs.

Landon Lau is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Charles Schwab & Co., Inc. and H-E-B. Outside of his advisory work, he has been involved with Vypr Installations over several years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Lana Bergstein is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Dimensional Fund Advisors LP for 15 years. Bergstein also serves as Senior Director of Sales at SALI Fund Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Eagle Strategies and Cadence Wealth Management since 2020 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Outside of finance, he is a freelance musician and songwriter with a longstanding involvement in music. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Cade Steen is a CFP® with 21 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Inc., USAA Investment Management Company, and Ameriprise. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Erik Antener is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance since 2011 and spent four years at MSI Financial Services prior to that. Erik is the owner of The Independence Project LLC, an entity established for employee payroll. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions through proprietary and third-party platforms.

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Kaitlyn Cuscaden is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation. She has experience with Kestra Investment Services, Tata Consultancy Services, Transamerica Capital, and Charles Schwab, among other firms. Outside of her advisory career, she has concurrent experience working for rideshare companies Lyft and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Arren Murray is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He has worked at PlanMember Securities since 2013 and has been involved with Future Value Financial, Inc. since 2009. Outside of his advisory roles, Murray is also engaged in property rentals as a separate business activity. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process is based on a top-down strategic asset allocation framework, managing risk-based mutual fund portfolios with periodic rebalancing and offering education and support services to plan sponsors and participants.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.

Luanna Reyes is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2014, with a brief period of unemployment between 2017 and 2019. Outside of her advisory role, she serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.