Jeffery Feliciano is a CFP® professional with 29 years of industry experience. He is currently with Integrity Alliance, LLC and has held previous roles at Lion Street Financial, Lion Street Advisors, Woodbury Financial Services, and his own Feliciano Financial Group. Feliciano also owns and operates JDF Consulting Inc., which provides consulting, management, training, insurance, and financial services. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a combination of discretionary accounts, model portfolios, and platforms such as Envestnet and AssetMark.

James Rushing Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked with NYLIFE Securities LLC and New York Life for five years. Outside of advising, he operates as a Notary Public and an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios, combining in-house and external strategists with technology tools to implement mostly non-discretionary investment recommendations.

Cassandra Davenport is a Series 66-licensed financial advisor with 25 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Austin, TX. She has worked with Voya Financial Advisors since 2014 and previously with Voya Financial Partners, LLC. Outside of her advisory role, she operates as an independent insurance agent, focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides services including financial planning, portfolio management, and retirement-plan advisory through a combination of in-house and third-party strategies, operating both non-discretionary and limited discretionary managed accounts.

Fatima Naqinia is a financial advisor with Guardian Life, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is involved in the film and entertainment industry as an executive producer and co-founder of two production companies based in Austin, TX. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and alternative investment solutions.

Kalli Greenlee is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Galen Rasche is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. He previously worked at Exencial Wealth Advisors LLC and Weinheimer Wealth Management, and spent twelve years at the Electric Power Research Institute. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jeffrey Meinbresse is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Meinbresse has been with Eagle Strategies since 2012 and has also worked with New York Life Insurance Company and Nylife Securities LLC since 2007. Outside of his advisory role, he is an investor in KTN Thermodynamics, a company producing automotive engine parts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Alexandra Kerrigan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Dimensional Fund Advisors for 9 years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.

Tyler Daniels is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2019. Outside of his advisory role, he is involved with Gentry Financial Group, which administers voluntary insurance products at Texas schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education and support services and manages unitized, risk-based mutual fund portfolios using a top-down strategic asset allocation framework.

Chad Harris is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with PlanMember since 2014 and also works with US Retirement Partners and Inspire Financial Group. Outside of his advisory roles, he was involved with GoKickball Dallas from 2018 to 2024. 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 unitized, risk-based mutual fund portfolios, while also offering education and support services including seminars and personalized retirement planning.

Robert Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower in various capacities since 2015, with a two-year period of self-employment. Outside of his advisory role, Graham serves on the City of Irvine Investment Advisory Committee and is involved with the Orange County Sheriff’s Advisory Council and their Professional Service Responder program. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach combines manager selection with multi-manager solutions involving both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Pamela Raffaele is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 65 designation and previously worked at Ml&R Wealth Management, LLC for 18 years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad suite of retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Mark Frazier is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, utilizing both proprietary and external strategies managed through internal committees.

Chanise Littlefield is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and earlier positions at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory work, she sells self-published children’s books on Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and offers point-in-time wealth management consultations with recommendations tailored to clients’ goals and risk tolerances.

Jennifer Preston is a financial advisor with TIAA-CREF in Austin, TX, holding Series 65 and Series 63 designations and 19 years of industry experience. Her prior roles include positions at Empower Financial Services, Inc., Empower Advisory Group, LLC, Advised Assets Group, LLC, and FSC Securities Corporation. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios.

David Limerick is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including LPL Financial, BOK Financial Securities, and Tulsa Federal Credit Union. Limerick also serves as president and board member of Holy Spirit Ministries International, a nonprofit organization involved in ministry oversight and teaching. PlanMember provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary services and participant-level investment options through a strategic asset allocation framework and risk-based mutual fund portfolios. The firm supports plan sponsors and participants with educational resources and personalized retirement planning.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.