Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus-related entities. Outside of finance, he is also a musician based in Austin, TX. Cerity Partners serves a wide range of clients, including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative investments through a combination of proprietary and third-party strategies.

Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Harvey is a financial advisor at Guardian Life with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including NYLIFE Securities LLC, Eagle Strategies LLC, The Prudential Insurance Company of America, and MML Investors Services, LLC. Harvey also engages in the sales and services of insurance products outside of Guardian Life. Guardian Life’s subsidiary Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Nadim Eldahdah is a Series 66-registered financial advisor with Valic Financial Advisors, based in Leander, TX, with six years of industry experience. His prior work includes roles at Spring Smiles Dental Group and Orthodontics and Houston Methodist Hospital. Outside of advising, he is involved as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion across nearly 300,000 clients and utilizes centralized technology and third-party model solutions.

Rey Camacho is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill Lynch, Morgan Stanley, and Bank of America. 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 Charles Schwab & Co.-referred clients. The firm’s investment guidance relies on standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Dena Mcsherry is a Series 66-licensed financial advisor with 24 years of industry experience, currently with PlanMember Securities Corporation since 2014. She previously worked at The McGlothlin Group and operates a self-employed investment-related business focused on insurance sales and services. Additionally, she serves as president of Inland Wealth Management, Inc., a banking entity established for tax purposes. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Jordan Sandfer is a CFP® certificant with two years of industry experience. He is currently with Hightower Advisors and previously worked at Financial Advisors Network, Inc., Insight Wealth Strategies, Sandfer Fikert & Associates, LLP, and Insight Accounting, LLP. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers alongside proprietary research and diversified investment strategies.

Mark Soderquist is a financial advisor at VOYA Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Capitol Wealth Strategies. Outside of financial advising, he has worked as a delivery driver with Inspired Delivery LLC and is an agent authorized to sell non-securities insurance products for AGIA. 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 utilizes investment policy statements and model portfolios supported by in-house and external strategists, providing a mix of non-discretionary and limited discretionary management arrangements.

Thomas Sibley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011, with prior experience at New England Securities. In addition to his advisory work, he serves as an independent insurance agent and moderates an insurance class at a local university. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

James Giliberto is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at NYLIFE Securities LLC since 2016 and New York Life Insurance Co. since 2015. Giliberto is also the owner of WWS Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Francis Abbey is a CFP® professional with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation since 2018. He has held roles at several firms, including Taylor & Sons Insurance & Financial Services and PRUCO Securities, LLC. Abbey is also self-employed as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm combines strategic asset allocation with education and support services for plan sponsors and participants.

Brian Kamin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Rockefeller & Co. and Whitnell & Co. He is also the president of the Landmark Village HOA Association board in Chicago. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives, as well as brokerage and placement services.

Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, and is the owner of CapriCare, LLC, a home care agency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan and pension consulting services.

Brooksher Morgan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. He previously worked at Constitution Wealth LLC for four years, Worthpointe, LLC for 13 years, and Trovena, LLC for one year. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Wesley Young is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has operated multiple advisory and insurance-related firms, including Wes Young & Associates and Silas Parker & Associates LLC. Outside of his advisory work, Young is an author of Christian leadership and business books, serves as a pastor, and volunteers with North Point Church. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of financial planning and investment management services, emphasizing tailored advice and managing a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Brandon Sarlls is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes positions at Edward Jones and Charles Schwab Bank, SSB, where he has worked since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on internal research tools and standard asset-allocation models, with client authorization required for all trades.