James Brennan is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with PlanMember since 2014 and has concurrent experience running Inspire Financial Group and Brennan & Associates since 2001, both of which involve financial and insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education, support services, and periodic rebalancing driven by defined strategic events.

Jeremy Self is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones from 2019 to 2022 and has been involved with The Church at Lake Travis from 2007 to 2019. He is also co-owner of Cedarwood Financial Partners, LLC. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Thomas Walsh is a CFP® with 16 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2020, following a 19-year tenure at Frontier Investment Management Co. Walsh also serves as a financial advisor for a 401(k) plan through TransAmerica. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Jason Hergenreder is a financial advisor with Lincoln Investment in Round Rock, TX, holding a Series 66 designation and five years of industry experience. He has worked at Capital Analysts, Lincoln Investment, Waddell & Reed, Thomas Dias, and has prior experience in education with Lago Vista ISD and Round Rock ISD. Outside of advisory roles, he serves as managing member of an investment-related LLC established for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by a dedicated Investment Management & Research team that utilizes both strategic and dynamic investment approaches.

Matthew Diteresa is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2015. Outside of his advisory work, he serves as Treasurer on the Board of Directors for St. Dominic Savio Catholic High School and is a member of the Board of Directors for St. Louis King of France. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies with both discretionary and non-discretionary management options.

Matthew Diteresa is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked with Park Avenue Securities and Equitable Advisors. Outside of his advisory role, he is a 1% owner of 3MA Holdings, LP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs using both proprietary and third-party models.

Erol Woods is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and has previously worked at firms including Lion Street Advisors, Lion Street Financial, Centaurus Financial, and Axa Advisors. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Austin Private Wealth, LLC and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of her advisory role, she has a minority ownership interest in a real estate business based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Sezgi Kutay is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Their career includes roles at Charles Schwab Bank and optionsXpress, Inc., alongside a continuous tenure at Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients.

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.