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.

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.

Querube Mena is a financial advisor with Empower Advisory Group in Lakeway, TX, holding Series 63 and Series 65 licenses and has eight years of industry experience. Mena has worked at GWFS Equities, Inc., MML Investors Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

Ezra Lagan is a financial advisor at &Partners with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dimensional Fund Advisors, Foreside Fund Services, and Morgan Stanley among others. Outside of his advisory work, he is a partial owner and operator of BB’s, a food truck business in Austin, Texas. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis implemented through proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Shannon Simar is a financial advisor with \u0026PARTNERS in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining \u0026PARTNERS in 2025, Simar worked at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. She serves as a board member of Pat's Legacy, a family nonprofit foundation that donates annually to various 501(c)(3) organizations. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies with oversight through its Envestnet platform and NFS brokerage infrastructure.

Randy Oehrlein is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Lincoln Investment in 2017, he worked at Legend Equities Corporation for 15 years and has operated his own insurance and investment business since 2000. He is also affiliated with health and life insurance sales through multiple related businesses. 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 comprehensive financial planning and various advisory programs, employing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

Matthew Anderson is a CFP® with 20 years of experience in the financial industry. He is affiliated with NewEdge Advisors and has previously worked at HUB International, TCG Advisors, and 1st Global Advisors. Outside of his advisory role, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Michael Janak is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sanctuary Securities, Inc. and World Equity Group. Janak is also the Managing Director of Northview Asset Management (NVAM) LLC in Austin, TX. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives and offers portfolio management through multiple platforms, employing a range of analytical approaches and maintaining fiduciary standards.

Richard Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. He previously worked at Northview Asset Management for seven years. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and nonprofit organizations, through a network of over 400 independent advisors. The firm employs various portfolio management strategies and acts as a fiduciary under written advisory agreements.

Ann Connolly is a CFP® with 23 years of industry experience, currently serving as a financial advisor at &Partners since 2025. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of advisory work, she owns and manages several business ventures in Dripping Springs, TX, including a ranch, Airbnb rentals, and a land development company. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Scott Gidley is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been affiliated with United Planners since 2006. Gidley is also president of Stavreti Scholarship, Inc., which awards an annual scholarship to a graduating varsity baseball player at his high school alma mater. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes 15 years at Legend Equities Corporation and a longstanding association with Great American Reserve since 1991. Crook serves on the boards of Partners in Hope Ministries and the Michael James Cotton Foundation, both nonprofit organizations. 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, ERISA retirement plan advice, and a range of model portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Edward Wingrove is a financial advisor with \u0026Partners in Austin, TX, holding a Series 63 designation and over 35 years of industry experience. His prior firms include Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of his advisory role, he is a managing member of several family LLCs that own real estate and a minority interest in a restaurant. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Matthew Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, with five years of industry experience. He holds the Series 66 designation and previously worked at Northview Asset Management. His background includes nine years of full-time education before beginning his advisory career. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary under written agreements.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

John Alexander is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Ampersand Partners LLC and \&Affiliates Capital LLC, participating in strategic and financial oversight of these wealth management and financial advisory holding companies. \&PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and nonprofit organizations, offering investment management, financial and tax planning, and retirement services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supported by both proprietary and third-party strategies.

Herbert Flores is a CFP® with six years of industry experience currently advising at Farther. He previously worked at Mission Wealth Management and J.P. Morgan Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary models and algorithmic rebalancing, and integrates AI tools under internal review.

Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sanctuary Advisors in 2020, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2018 to 2020. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple investment approaches and acting as a fiduciary when an advisory agreement is in place.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.