James Brennan is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with PlanMember since 2014 and has concurrent experience running Inspire Financial Group and Brennan & Associates since 2001, both of which involve financial and insurance sales. PlanMember 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 uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education, support services, and periodic rebalancing driven by defined strategic events.

Thomas Walsh is a CFP® with 16 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2020, following a 19-year tenure at Frontier Investment Management Co. Walsh also serves as a financial advisor for a 401(k) plan through TransAmerica. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Matthew Diteresa is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Eagle Strategies and serves as Treasurer on the Board of Directors at St. Dominic Savio Catholic High School. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Matthew Diteresa is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked at Equitable Advisors, LLC. Outside of advising, he is a 1% owner of 3MA Holdings, LP. Guardian Life operates Park Avenue Securities LLC, which offers 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 provides access to proprietary and third-party advisory solutions.

Erol Woods is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Lion Street Financial, Lion Street Advisors, Centaurus Financial, Inc., and Axa Advisors, LLC. Integrity Alliance provides advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and third-party manager referrals through various platforms and supports a range of investment strategies and service models.

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with a Series 66 designation and nine years of industry experience. She previously worked at Austin Private Wealth, LLC for six years and AMERIPRISE FINANCIAL SERVICES, Inc. for five years. Outside of advisory work, she holds a 10% ownership interest in 4th Floor Properties, LLC, a real estate business based in Austin, TX. Cerity Partners advises a broad range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services focused on client-specific investment profiles and combines quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions and affiliated business services.

Sezgi Kutay is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank and optionsXpress, Inc. 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. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Diane Lacina is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. and three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a significant focus on non-discretionary advisory assets.

Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Fiala is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has held positions at Itron Incorporated, Dell Technologies, and PRUCO Securities, LLC. Outside of advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs both discretionary portfolio management and tactical, momentum-based strategies across its offerings.

Michael Rhodes is a CFP®-certified financial advisor with nine years of industry experience. He currently works at NewEdge Advisors and previously spent nineteen years at HUB Investment Partners. Rhodes conducts advisory services under the Everplan Wealth name within NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and centralized due diligence supported by technology tools.

Thomas Thigpen is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup for nine years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot available to PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Lina Degay is a financial advisor at Transamerica Retirement Advisors, LLC in Austin, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, Bank of America, Merrill, BMO Bank, and CITIZENS Bank. Lina also has experience outside the financial industry, including managing a gym. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Gina Baumann is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

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.