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.

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.

Jennifer Hope is a financial advisor at Kestra Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services, Kestra Investment Services, CUSO Financial Services, and Amplify Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors, with services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Steven Cox is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial from 2006 to 2023 before joining Kestra in 2023. Cox is the managing member and 50% owner of SHC Financial, LLC, where he oversees financial operations and tax compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Hollosy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held positions at Charles Schwab & Co., Inc. and USAA Financial Planning Services, among others. Hollosy is based in Austin, TX. 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 or referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Elizabeth St Paul is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at NYLife Securities LLC and New York Life. Outside of her advisory work, she serves as a volunteer member of the State Board of Directors for Texas CASA, a nonprofit organization focused on mentoring children in the Texas foster care system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers point-in-time financial plans and optional managed account solutions through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked with Inspire Financial Group and US Retirement & Benefits Partners DBA Inspire Financial Group since 2018. Outside of his advisory role, Hart serves as an elder of the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mireya Jimenez is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and two years of industry experience. Her work history includes roles at Penwell Treta Wealth Management and self-employment focused on sales and services of Medicare, life, and healthcare insurance. She is based in Austin, TX. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Matthew Baldeck is a financial advisor at Hightower Advisors in Austin, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Securities America, Inc., Arbor Point Advisors, and Hightower Securities, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a focus on diversified investment solutions.

Noah Lee is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Elkwood Capital, and the University of Texas at Rio Grande Valley. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both in-house and external strategists, delivering services through a large network of investment adviser representatives.

Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

John Burmeister II is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, LLC, and Kestra Investment Services, LLC. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates as a large advisor network offering a variety of portfolio management and financial planning services through different account management approaches and platforms.

Brock Johns is a financial advisor with Voya Financial Advisors, Inc. based in Austin, TX, holding the Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at First Trust Advisors L.P., Charles Schwab, and The Vanguard Group, among others. He also manages a rental property in Dripping Springs, TX. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisers.

Timothy Cors is a financial advisor at &PARTNERS in Austin, TX, holding a Series 66 designation with 16 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of analytical approaches and both proprietary and third-party strategies.

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.

Nora Rocha is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2024, she worked for UBS Financial Services for 11 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 designations and having four years of industry experience. His prior roles include positions at Agia and Angi Services, and he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Gordon Willoughby is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 33 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2010, with prior roles at Sunset Financial Services, DFC Investor Services, and New England Securities. In addition to his advisory work, he is licensed to sell property and casualty insurance, including auto and home coverage. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, businesses, and charitable organizations through brokerage and advisory services. The firm offers customized financial planning, discretionary and model-based management strategies, and access to insurance and alternative investment products.

Lily Ku is a CFP® with 22 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Pillar Pacific Capital Management and PACWEST Financial Management. She operates out of Austin, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Corey Burkhart is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2003, with prior experience at State Farm and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its SWA program, using proprietary asset-allocation models and internal research tools. The firm guides clients on asset allocation and investment selection, with trades executed only after client authorization.