Mitchell Shubert is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at scale with over 1,200 advisors.

Christopher Consoli is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill. He is based in Austin, TX. 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 select retail brokerage account holders. The firm’s approach includes integrated planning and managed account solutions aligned with Empower’s administrative platforms.

David Mares is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at PlanMember since 2014 and has operated Moeybea Wealth Management DBA Lone Star Financial since 2018. Prior to this, he held roles at Texas Infinite Wealth Planners and Amazon. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, participant investment options, and educational support. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Ryan Damra is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His work history includes roles at Charles Schwab & Co., Bank of America, Merrill, VALIC Financial Advisors, and Frost Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach relies on Charles Schwab’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually without exercising discretionary trading authority.

Adam Goldman is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with PlanMember Securities Corporation in Austin, TX. His career includes roles at PlanMember and LKJ Financial, both of which he has served since 2019 or earlier. He is also the owner of Goldman Strategic Wealth Management LLC, a tax and banking entity. 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’s investment approach is based on a top-down strategic asset allocation framework and the management of risk-based mutual-fund portfolios, complemented by extensive education and support services for plan sponsors and participants.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Dustin Metcalf is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Laurel Wealth Advisors, and FourC Financial, among others. From 2019 to 2021, he was involved with Cashifornia Clothing Co. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, and businesses through a network of independent advisors. The firm offers discretionary investment management and financial planning, utilizing customized portfolios with a primarily long-term investment approach.

Antonio Ponce is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also affiliated with the National Association of Registered Social Security Analysts since 2021. Outside of his advisory work, he operates AS Ponce Ventures LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and operates a broad advisor network supported by multiple program platforms.

Paul Rhyne is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served in the US Army and US Coast Guard. He is a board member of O.U.R.R.R Worldwide Servant Leadership Academy, a nonprofit focused on providing leadership opportunities and mentorship to underprivileged children. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Christopher Jones is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Commonwealth Financial Network since 2015, with additional experience at PlanWise Financial Group and as owner of Reed Lake Private Wealth. Outside of his advisory roles, he serves as a co-trustee for a non-client trust. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Cleopatra Morales is a CFP® and ChFC® with 22 years of experience in the financial industry. She is affiliated with Eagle Strategies (NY Life) and has worked at Tony DeLeon & Associates since 2021. Morales has a long tenure with New York Life-related firms, including NYLIFE Securities and New York Life Insurance Co., dating back to 2003. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Angelena Armstrong is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Before joining TIAA-CREF in 2019, she worked with TD Ameritrade Investment Management and Scottrade. Outside of her advisory role, she is involved in fitness as a Pilates instructor and yoga teacher. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Joseph Ritterhouse is a financial advisor at PlanMember Securities Corporation with 28 years of industry experience. He holds a Series 63 designation and has been with PlanMember since 2006, following prior work at Combined Benefit Group. He also owns an insurance sales and marketing business. 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 top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Robert Politz is a CFP® with six years of industry experience, currently serving at Cresset Asset Management, LLC. He has worked at Cresset since 2023 and previously held roles at Avondale Wealth Management and Pilytix LLC. Politz also spent time with the St. Louis Cardinals organization and attended Yale University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative asset classes.

Justin Mullins is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and with 19 years of industry experience. He has worked at PlanMember since 2013 and previously held roles at Garden Wheel Enterprises and VF Insurance Services LLC. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through asset allocation portfolios and delivers education and support services including seminars, personalized retirement planning, and separation counseling. Their investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

James Barnard is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Barnard also operates as an independent insurance agent through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that incorporates both affiliated and third-party managers.

William Cornforth is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Voya Retirement Advisors, LLC from 2011 to 2015. Outside of his advisory role, Cornforth is a musician involved in songwriting, producing, and performing, and he serves as president of his local homeowners association. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, institutional clients, and organizations. The firm employs a range of in-house and third-party strategies, focusing on investment policy statements and model allocations, and operates both non-discretionary and limited discretionary account management.

Robert Cox is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at The Vanguard Group and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Keith Baker II is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has operated his own firms under the names Keith A. Baker and Associates and B2 Wealth Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.