Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.

Donald Beattie is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2007 and 2017 respectively. In addition to his advisory role, he is a partner in White Coat Wealth Advisors, LLC, a financial planning practice based in Austin, TX. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party solutions.

Ezequiel Aviles is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Austin, TX. He has worked with Mercer since 2021 and was previously with Financial Life Advisors from 2016 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Reagan Stephenson is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC from 2022 to 2025. Reagan's background also includes roles in university housing and dining, as well as at Twin Creeks Country Club. Cerity Partners advises a wide range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Austin Private Wealth, LLC and optionsXpress. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific Investment Profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Austin Private Wealth, LLC and Deloitte. Sternadel serves on the board of directors for Breakthrough T1D, where she is involved in event planning and fundraising. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services. The firm’s investment approach integrates proprietary quantitative screening, manager selection, and private market solutions tailored to client-specific investment profiles.

Jason Mc Carthy is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management, where he has worked since 2021. His prior experience includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, BBVA USA, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists and implements investments primarily through mutual funds and ETFs with annual rebalancing.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. Valic Financial Advisors primarily serves U.S.-domiciled 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Miranda Barcena is a financial advisor with Principal Financial Services based in Austin, TX, holding Series 63 and Series 65 designations and three years of industry experience. She previously worked in education with Pflugerville ISD for eight years before transitioning to her current roles at Principal Securities and Barcena Financial Group. Barcena serves as the Director of Education for Financial Women in Texas, where she oversees educational programming and leads the development of a mentoring initiative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Kieu Turk is a CFP® professional with 24 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2026, following ten years at Austin Private Wealth, LLC, and seventeen years at Ameriprise. Outside of her advisory work, she holds business interests in real estate, including partial ownership of 4th Floor Properties, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.

Michael Liddell is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Citigroup since 2017 and has also been associated with Raymond James Financial Services since 2013. His prior experience includes a brief tenure at Rodan and Fields in 2016. Citigroup Global Markets serves individual and institutional clients through a variety of advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth segments.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior work includes roles at Milliman, Austin Independent School District, Diversified Investors Securities Corp., Diversified Investment Advisors, and Wells Fargo Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in assets.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.

James Scully is a financial advisor with TIAA-CREF in North Liberty, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Edward Jones, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory work, he is the owner of an investment-related LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing management under a fiduciary standard.

Neal Cloer is a financial advisor with Principal Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 10 years with Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he also works as an insurance agent specializing in life, disability, annuities, health, long-term care, Medicare supplements, and group products. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

Effimia Karides is a financial advisor at Brown Advisory with 11 years of industry experience. She has worked at Brown Advisory since 2016 and previously at Blackhawk Wealth Management from 2014 to 2017. She holds the Series 65 designation and is based in Austin, TX. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, as well as private-fund and venture programs.