Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2023 and has affiliations with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Villarreal also has experience outside traditional advisory roles, including a one-year position with Westlake Football Club. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Conner Sivewright is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Austin, TX. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques such as direct indexing and tax-loss harvesting.

Brian Tobin is a CFP® professional at Mariner with 14 years of industry experience. His prior roles include positions at LPL Financial, Texas Legacy Wealth Management, The Vanguard Group, Kestra Financial, Merrill, Bank of America, and USAA. He is based in Austin, TX. Mariner serves a diverse client base—including high-net-worth individuals, pension plans, trusts, and charitable organizations—offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness solutions.

Antonio Deleon is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Eagle Strategies since 2009 and has an extensive career including roles at NYLife Securities LLC and New York Life Insurance Company dating back to 1974. Outside of advising, he provides individual health and term insurance services through his own practice. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring advice to client objectives and plan sponsor criteria, delivering solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

Troy Ahrens is a Chartered Financial Consultant (ChFC®) with 29 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2008. In addition to his advisory role, he is employed in insurance sales at Higginbotham in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Ian Mcabeer is a CFA® charterholder with 16 years of industry experience. He has been with Brown Advisory since 2016 and previously worked at Blackhaw Wealth Management, LLC. He 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 and offers strategies across equity, fixed income, and balanced portfolios, integrating sustainable-investment research in select offerings.

Lindsey James West is a CFP® with 15 years of industry experience, currently serving at PlanMember Securities Corporation since 2010. She also operates LKJ Financial, an independent insurance agency specializing in life, health, and fixed annuities. 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’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Matthew Williams is a financial advisor at Eagle Strategies (NY Life) based in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Williams Wealth Strategies and WWS Financial, LLC. Outside of his advisory role, he owns and operates WWS Financial, LLC, an entity used for business operations including staffing and office management. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Clay Howell is a financial advisor with Integrity Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience with prior roles at Mass Mutual Investors Services, Metlife Securities, and New England Securities. Howell is also an independent insurance agent specializing in life, accident, and health insurance planning for individuals and businesses. Integrity Alliance is an enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management, financial planning, and third-party manager services.

John Boyle is a financial advisor with Truist Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Texas Capital Wealth Private Advisors. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kittredge Griffin is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Kestra since 2018 and has been the owner and president of Griffin Financial Group since 1989. Griffin is also a 50% owner and general partner of Borgelt-Griffin LLC, a real estate business involved in property management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm manages a diverse range of clients, including large institutional investors, and supports multiple management platforms and third-party solutions.

Hector Hernandez is a Series 66-registered financial advisor with Truist Advisory Services, based in Austin, TX, and has one year of industry experience. He has been affiliated with Truist in various roles since 2016, including multiple periods within Truist Advisory Services and Truist. Hernandez serves on the Board of Directors for the Williamson County Children's Advocacy Center and is a director of the Round Rock Chamber, where he provides strategic oversight to community-focused organizations. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Meshia Greer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked at the FDIC and Prairie View A&M University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm uses internal research and asset allocation models to tailor recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Kellie Blanco is a CFP® with 25 years of industry experience, currently serving at SPC since 2015. She holds Series 63 and Series 66 licenses and is based in Austin, TX. Outside of her advisory role, Blanco is a trustee of her deceased father's trust and serves as Vice President and Board Member of the McCallum High Schools Cheer Booster Club, as well as a committee member of the Austin Community Foundation's Women's Fund. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a nationwide network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Spencer Phillips is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s asset-allocation models and research tools to guide clients, with trades executed only upon client authorization.

Matthew Weinheimer is a financial advisor with Savant Wealth Management in Austin, TX, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, Ameritas Advisory Services, and as principal of Weinheimer Wealth Management. Outside of his advisory work, he is a minority owner and voting member of Parkstone Investments, LLC, providing non-investment services such as marketing and compliance support. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, and high-net-worth clients with comprehensive wealth and portfolio management. The firm utilizes a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Kira Scott is a CFP® certificant with 14 years of experience in the financial advisory industry. She is currently with Creative Planning and previously worked at ML&R Wealth Management LLC, Cpwm, Llc, Mission Hill Advisors LLC, and Integrated Wealth Strategies, LLC. She holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Andrew Kuchera is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wrightwood Advisory Group, Lion Street Financial, Triad Advisors, Arthur J Gallagher, and Kestra Financial. He is also the owner of Wrightwood Advisory Group, where he consults on Non-Qualified Plans and occasionally assists clients with life insurance policies. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and a range of investment programs through various platforms and strategies.

Sean Hegarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. He previously worked for Southwest Securities Inc. from 2013 to 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard.

Joshua Dvorak is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior experience includes nine years at Austin Private Wealth, LLC and two years at Fidelity. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.