Christopher Karschnik is a CFP®-credentialed financial advisor at GWN Securities Inc. in Austin, TX, with six years of industry experience. He previously worked at Lincoln Investment and KW Gutshall & Associates. Karschnik is also licensed as a life insurance agent and can provide insurance options to his clients. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm’s investment approach includes discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, with a notable use of market-timing and momentum-based strategies.

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2017. Her previous experience includes roles at Southwest Securities, Inc. and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, focusing on strategic asset allocation and manager selection.

Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Fiala is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has a background that includes roles at Itron Incorporated and Dell Technologies. In addition to his advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in some legacy programs.

Michael Rhodes is a CFP®-certified financial advisor with nine years of industry experience. He currently works at NewEdge Advisors and previously spent nineteen years at HUB Investment Partners. Rhodes conducts advisory services under the Everplan Wealth name within NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and centralized due diligence supported by technology tools.

Thomas Thigpen is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup for nine years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot available to PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Lina Degay is a financial advisor at Transamerica Retirement Advisors, LLC in Austin, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, Bank of America, Merrill, BMO Bank, and CITIZENS Bank. Lina also has experience outside the financial industry, including managing a gym. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Gina Baumann is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Jeffery Feliciano is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has held previous roles at Lion Street Advisors, Lion Street Financial, and Woodbury Financial Services. Feliciano is the owner of JDF Consulting Inc., which provides consulting, management, training, and financial services related to insurance and finance. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing diverse investment approaches and platforms.

James Rushing Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Voya in 2019, he worked at New York Life and NYLIFE Securities LLC from 2014 to 2019. Outside of his advisory role, he is a commissioned notary public and operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and third-party money manager access, often delivering non-discretionary advice through multiple program structures.

Cassandra Davenport is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and is also affiliated with Clover Financial Group, LLC. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, emphasizing recommendation-based advice with a significant portion of assets managed on a non-discretionary basis.

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Christian Stout is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Commonwealth Financial Network. He is also the owner of Stout Asset Management, LLC, through which he facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, combining discretionary and nondiscretionary investment solutions.

Kalli Greenlee is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Galen Rasche is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. He previously worked at Exencial Wealth Advisors LLC and Weinheimer Wealth Management, and spent twelve years at the Electric Power Research Institute. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jeffrey Meinbresse is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Meinbresse has been with Eagle Strategies since 2012 and has also worked with New York Life Insurance Company and Nylife Securities LLC since 2007. Outside of his advisory role, he is an investor in KTN Thermodynamics, a company producing automotive engine parts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Alexandra Kerrigan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Dimensional Fund Advisors for 9 years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Jonathan Greeson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.