Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.

Jon Fletcher is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at SPC since 2017 and also operates Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. Fletcher is involved with the West Austin Chamber of Commerce and is a managing member of Prime Wealth Properties, LLC, which owns the office condo housing his practice. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a broad range of fiduciary and non-fiduciary retirement services.

Sarah Quinn is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career has been predominantly with Commonwealth Financial Network, where she has worked in multiple periods since 2016, including her current role at PlanWise Financial Group since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, and comprehensive back-office services.

Fred Thomas is a ChFC® with 23 years of industry experience, currently affiliated with Planmember Securities Corporation since 2013. He previously worked at Veritrust Financial, LLC from 2006 to 2013 and has owned Thomas & Associates Advanced Estate Planners since 1998. Outside of his advisory roles, he serves on the Board of Directors for the Diana Special Utility District, a public agency involved in water acquisition and distribution. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on top-down strategic asset allocation and managing risk-based mutual fund portfolios. The firm also offers education and support services tailored to plan sponsors and participants.

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.

Ruben Benavides is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions with BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. Outside of his advisory work, he is an owner and landlord of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

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.

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Scott O’Brien is a CFP® with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including Constitution Wealth LLC, Worthpointe, LLC, and Creative Planning. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Alexander Sweeney is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at The Vanguard Group. Outside of his role at Integrity Alliance, he is involved in fixed insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisers managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various program options through advisor-managed accounts, model portfolios, and third-party sub-advisers.

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.

Steven Sutton is a financial advisor with Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Sanctuary Advisors since 2021 and previously worked at Sanctuary Securities, Inc. and World Equity Group. Outside of his advisory role, he serves as executor for a family estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charities through a nationwide network of more than 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting with a range of investment approaches and a fiduciary standard when advisory agreements are in place.

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.

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.