Frank Smith IV is a CFP® professional with 18 years of experience in financial advisory services. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, following seven years at National Securities Corp. Outside of his advisory role, he serves as treasurer for the Lost Creek Neighborhood Association in Austin, TX. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.

Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Michael Digaetano is a financial advisor with Secure Asset Management, L.L.C. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Aurora Securities Inc, Independent Financial Group, Cetera, Fortitude Advisory Group, and J P Turner & Company Capital Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Charles Shepherd is a financial advisor with Truist Advisory Services in Austin, TX. He holds the CFP® and CFA® designations and has eight years of industry experience. Prior to joining Truist, he spent 12 years with Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies and emphasizes inter-affiliate integration, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Denis Toth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Herbert J. Sims & Co. Inc., Northern Trust Bank, and JPMorgan Securities LLC. Outside of his advisory work, he is the creator of a YouTube channel focused on product reviews and life hacks. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Hersey is a financial advisor at Guardian Life with Series 65 and Series 63 credentials and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2022 and serves as Vice President of the Austin Spartans Alumni Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management using in-house and third-party strategies, including a hybrid digital advisory solution.

Luis Castillo is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill Lynch, and Cetera Investment Services. Outside of advising, he receives royalty income as a professional writer with books published on Amazon.com. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

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 NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has been involved with Texas State University since 2013. Villarreal also serves as an independent contractor brokering non-registered insurance products through external insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets 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 at Integrity Alliance, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Lion Street Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, Howell is an independent insurance agent specializing in life and health insurance planning for individuals and businesses. Integrity Alliance is a large advisor network serving individual and institutional clients, offering portfolio management, financial planning, and access to various investment platforms. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, providing a range of advisory and brokerage services to a broad client base.

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.