Joshua Dvorak is a CFP®-credentialed financial advisor at Farther with 11 years of industry experience. His prior roles include nine years at Austin Private Wealth, LLC, and two years at Fidelity. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios and algorithmic rebalancing, and integrates AI tools within its investment process.

Silas Parker is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at various firms including Wes Young & Associates and operates his own LLC, Silas Parker & Associates. Outside of advising, Parker serves as a volunteer youth sports coach and is a board member of the Synergistic Planning Association; he is also involved in creative pursuits such as composing and recording music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement plans.

Charles Field is a financial advisor with Guardian Life in Austin, TX, holding CFP® and multiple securities licenses with three years of industry experience. His work background includes roles at Park Avenue Securities and Guardian Life, alongside significant experience in healthcare as a registered nurse at the University of Texas Medical Center. He also holds a senior tax analyst position at H&R Block. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.

Joshua Johnson is a financial advisor with PNC Wealth Management in Leander, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and discretionary management of mutual funds and ETFs.

Monica Vallejo is a Series 66–licensed financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She worked at UBS Financial Services for 14 years before joining Rockefeller Financial in 2023. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Jeff Ruen is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 credential and 27 years of industry experience. His prior experience includes roles at Leander Wealth Management, Crystal Falls Financial Group, and several securities and insurance firms dating back to 1999. Outside of his advisory work, he serves as president of a local high school booster club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jacob Mahan is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked with BBVA in various roles, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessments and discretionary model accounts with mutual funds and ETFs, primarily serving PNC Bank employees.

Lauren Thomas is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Her career includes roles at PlanMember since 2014 and ongoing involvement with VF Insurance. She has also been engaged with GardenWheel Enterprises and has experience operating as a self-employed advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Scott Adair is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at ML&R Wealth Management LLC for a total of 12 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and offers a range of services including discretionary portfolio management and institutional retirement plan solutions.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Hyungkyu Choi 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 previously at Uber, Lyft, and InstaCart. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerances.

Casey Skrabanek is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Valic in 2018, Casey worked as a loan officer at Revolution Mortgage and currently has roles outside of finance, including owning an inflatable party rental business and a mortgage consulting service. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services using Envestnet UMA models.

Alan Liljegren is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of his advisory role, he is affiliated with RoRo Es Loco, LLC, a non-investment business. He works within Park Avenue Securities, a Guardian Life subsidiary that offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and diverse financial planning solutions.

Cameron Filbrandt is a Series 66-registered advisor with Ameritas Advisory Services, LLC, based in Cedar Park, Texas. He joined Ameritas and its affiliated companies in 2026 and has a diverse background including roles in structural steel, education, and banking. Cameron also operates a self-managed business under the O'Keefe Group/Solutions name. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through various program platforms, utilizing both firm-developed and third-party models alongside a broad product set.

Jessie Wussow is a financial advisor at Creative Planning with a Series 65 designation and several years of experience in the industry, including prior roles at ML&R Wealth Management and Ark Financial Advisors. Jessie’s background also includes work outside finance at American Underground Construction. Creative Planning provides investment advisory and financial planning services to a diverse client base, ranging from individuals to corporations and foundations. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment options.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Sarah Wasaff is a CFP® with 10 years of industry experience and is currently an advisor at Creative Planning. She previously worked at ML&R Wealth Management for nearly seven years before joining Creative Planning in 2024. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutional plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various active management techniques.

Claudia Nybo is a Certified Financial Planner (CFP®) with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked for Diversified and its affiliated entities for a decade before joining Creative Planning in 2022. Based in Austin, TX, she holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of supplemental investment and retirement plan services, alongside affiliated legal, trust, and recordkeeping businesses.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anne Trinh is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at M Holdings Securities, Inc., M Advisory Group, and Waddell & Reed. She serves as a volunteer board member for the Christian Foundation of America and is the executive director of the 2Fish Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and supports clients with multiple management platforms and third-party solutions.