John Sullivan III is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Group and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he is also an insurance broker appointed with external carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Brandon Eckert is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial advisory career, he worked in fitness and wellness roles, including positions at Master Yang's Tae Kwon Do and iLoveKickBoxing. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and emphasizes a non-discretionary asset management approach.

Lauren Barnett is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at Hart Financial, Dimensional Fund Advisors, and Cambridge Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Noe Lopez is a CFP® professional based in Austin, TX, currently with Cerity Partners LLC, where he has worked since 2026. He has nine years of industry experience, including prior roles at Austin Private Wealth, Fort Advisors, and Morgan Stanley. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm combines tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, tax services, and access to private-market investments.

Dana Morgan is a Series 66-licensed financial advisor at PlanMember Securities Corporation in Austin, TX, with experience in both wealth management and school finance solutions. Morgan has held positions at Gentry Wealth Management, Frank Campos & Associates, and educational institutions including Slocum and Noches Independent School Districts. Outside of advisory roles, Morgan has been involved with School Finance Solutions since 2022. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Stefany Quirico Canepa is a CFP® professional with seven years of industry experience. She is currently an advisor at Creative Planning and has previously worked at ML&R Wealth Management LLC and Goldman Sachs & Co. 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 employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of retirement plan fiduciary and administrative services.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Landon Lau is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Charles Schwab & Co., Inc. and H-E-B. Outside of his advisory work, he has been involved with Vypr Installations over several years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Lana Bergstein is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Dimensional Fund Advisors LP for 15 years. Bergstein also serves as Senior Director of Sales at SALI Fund Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of advising, he is a freelance musician and songwriter, involved in music-related activities since 2011, including ownership of The Rocketboys, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm works with individual investors, corporate and charitable clients, and plan sponsors, offering tailored solutions through a variety of program types within an integrated New York Life affiliate structure.

Cade Steen is a CFP® with 21 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Inc., USAA Investment Management Company, and Ameriprise. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Erik Antener is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and 19 years of industry experience. He has been with both firms since 2011. He is the owner of The Independence Project LLC, a payroll services company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is both a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement consulting services, utilizing model portfolios from internal and third-party managers.

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Kaitlyn Cuscaden is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation. She has experience with Kestra Investment Services, Tata Consultancy Services, Transamerica Capital, and Charles Schwab, among other firms. Outside of her advisory career, she has concurrent experience working for rideshare companies Lyft and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Arren Murray is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He has worked at PlanMember Securities since 2013 and has been involved with Future Value Financial, Inc. since 2009. Outside of his advisory roles, Murray is also engaged in property rentals as a separate business activity. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process is based on a top-down strategic asset allocation framework, managing risk-based mutual fund portfolios with periodic rebalancing and offering education and support services to plan sponsors and participants.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.