Joshua Johnson is a financial advisor with PNC Wealth Management in Leander, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and discretionary management of mutual funds and ETFs.

Monica Vallejo is a Series 66–licensed financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She worked at UBS Financial Services for 14 years before joining Rockefeller Financial in 2023. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Jeff Ruen is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Leander Wealth Management, Crystal Falls Financial Group, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. He serves as the president of a local high school booster club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Mahan is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked with BBVA in various roles, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessments and discretionary model accounts with mutual funds and ETFs, primarily serving PNC Bank employees.

Lauren Thomas is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Her career includes roles at PlanMember since 2014 and ongoing involvement with VF Insurance. She has also been engaged with GardenWheel Enterprises and has experience operating as a self-employed advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Scott Adair is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he spent over a decade at ML&R Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Hyungkyu Choi is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Charles Schwab & Co., Inc., as well as in the transportation and delivery sectors with companies such as Uber, Lyft, and Instacart. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Schwab and utilizes Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Casey Skrabanek is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Valic in 2018, Casey worked as a loan officer at Revolution Mortgage and currently has roles outside of finance, including owning an inflatable party rental business and a mortgage consulting service. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services using Envestnet UMA models.

Michael Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Austin, TX, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Venturi Private Wealth, Ryan Smith Consulting, and Luther King Capital Management Corporation. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams with external managers and governance committees to build customized portfolios and is notable for its high assets under management per advisor and comprehensive investment company advisory services.

Shannon Mckeehan is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Commonwealth since 2014. Mckeehan is the author of two books, *Retirement Test Run* and *Retiring on Purpose*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jessica Blood is a CFP® professional with 18 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and operates PlanWise Financial Group, a private entity through which she conducts securities, advisory, and insurance business. Her career includes roles at Austin Financial Partners and a long tenure at Commonwealth Financial Network since 2009. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Alan Liljegren is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 19 years of industry experience, including prior roles at Edward Jones, Bank of America, Merrill Lynch, UBS, Morgan Stanley, and Truist Investment Services. Outside of his advisory work, he is associated with RoRo Es Loco, LLC. Alan Liljegren is affiliated with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations.

Cameron Filbrandt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alamo Structural Steel and Nebraska Bank of Commerce. He operates a self-founded entity, O'Keefe Group/Solutions, alongside his advisory work. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by internal and third-party portfolio resources.

Jessie Wussow is a financial advisor at Creative Planning with a Series 65 designation and several years of experience in the industry, including prior roles at ML&R Wealth Management and Ark Financial Advisors. Jessie’s background also includes work outside finance at American Underground Construction. Creative Planning provides investment advisory and financial planning services to a diverse client base, ranging from individuals to corporations and foundations. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment options.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Sarah Wasaff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at ML&R Wealth Management from 2015 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Claudia Nybo is a Certified Financial Planner (CFP®) with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked for Diversified and its affiliated entities for a decade before joining Creative Planning in 2022. Based in Austin, TX, she holds Series 63 and Series 65 licenses. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of supplemental investment and retirement plan services, alongside affiliated legal, trust, and recordkeeping businesses.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anne Trinh is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Kestra Advisory since 2021 and previously spent 13 years with M Holdings Securities, Inc. Trinh serves as a volunteer board member for the Christian Foundation of America and is the executive director of the 2Fish Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and employs multiple management platforms and third-party solutions within a supervisory framework.