Bruce Edwards is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2008. He holds the Series 66 designation and operates out of Round Rock, TX. In addition to his advisory role, Edwards is involved in tax preparation services conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers comprehensive advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Lovess Henry is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining CWM, Henry worked at LPL Financial and spent over a decade at Sigma Financial. Outside of advisory work, he is also a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Brian Esway is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Esway has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he volunteers as a youth baseball coach for Western Hills Little League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to client objectives, operating within an integrated New York Life affiliate structure.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018 and was previously with Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Joshua Ford is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at LPL Financial and Thrivent Financial. Outside of his advisory work, he provides private baseball instruction for children in Cedar Park, TX. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining predominantly long-term strategies with options for shorter-term trading and discretionary or non-discretionary account management.

Juan Barcena is a financial advisor with Principal Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Barcena Financial Group and 6Pillars Financial Services. Barcena serves as a board member for both the Greater Austin Hispanic Chamber of Commerce and the Foundation for Better Business Bureau. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

William Bruner is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower Advisors, he worked at Dell Technologies and Chicken Express. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

Christian Zajac is a financial advisor with Empower Advisory Group in Cedar Park, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Advisory Group, he worked at Colonial Savings, F.A. for seven years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms.

Deron Ferrell is a financial advisor at Transamerica Financial Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica since 2012. His background includes roles at WealthWave and Netlaw, as well as involvement in oil and gas exploration and leadership of Ferrell Financial Enterprises Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Carla Jones is a financial advisor with Empower Advisory Group in Pflugerville, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill, and Nationwide Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Phimporn Tobchan is a financial advisor with Cerity Partners LLC in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, Phimporn worked at Austin Private Wealth, LLC for three years and has experience in the hospitality industry with roles at Sushi Junai Omakase and Krung Thep Thai Cuisine. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Julie Weekley is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016. Additionally, she is an insurance agent involved in soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages a wide array of investment platforms and third-party solutions.

Manfred Von Ehrenfried II is a ChFC® credentialed advisor with 29 years of industry experience, currently with Transamerica Financial Advisors in Austin, TX. He has been with Transamerica since 2016 and is also an author of several aerospace books. Von Ehrenfried has served as a director for the Manned Spaceflight Operations Association and contributes to the National Space Society’s AD Astra Magazine. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Anna Thouin is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 license and has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2023. Prior to her career in financial advising, she spent time in full-time education and had roles in hospitality. 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Sue Anna Piedra is a financial advisor with Oppenheimer in Austin, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of advisory programs and investment services, including discretionary and non-discretionary management, consulting, and retirement planning.

Gene Dooley is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC, based in Austin, TX, and has 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. Dooley serves on the advisory council of Thornburg Investment Management and is involved with Seton 50, a nonprofit supporting Dell Seton Medical Center. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Emma Melone is a financial advisor with D.A. Davidson & Co. in Austin, TX. She holds the Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at Equitable Advisors, LLC, Cintas Corporation, and Illinois State University. D.A. Davidson & Co. serves a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Brady Scott is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has held roles at The Baldwin Group, US Retirement Partners, Inc., and Riata Financial, among others. Outside his advisory work, he is involved in insurance and employee benefits administration through affiliated businesses. 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 uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Armando Hernandez is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.