Alexander Sweeney is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He previously worked at The Vanguard Group and has been involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment advisory and brokerage services, including portfolio management and financial planning, utilizing various allocation strategies and third-party managers.

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 at Empower Advisory Group with 3 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Colonial Savings, F.A. and Empower Financial Services, Inc. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms.

Deron Ferrell is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica since 2012 and is involved in oil and gas exploration as a personal investment. Ferrell also owns Ferrell Financial Enterprises Inc. and has a background with World Financial Group and WealthWave. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a network of over 1,000 advisors. The firm employs model portfolios and third-party managers to implement its advisory services.

Carla Jones is a financial advisor with Empower Advisory Group in Pflugerville, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill, and Nationwide Investment Services. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Phimporn Tobchan is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Austin Private Wealth, Sushi Junai Omakase, and Charles Schwab & Co., Inc. Outside of finance, she has experience in the hospitality industry, including sushi and Thai cuisine restaurants. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and private-market investment options, alongside retirement plan consulting and tax planning services.

Julie Weekley is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016. Additionally, she is an insurance agent involved in soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages a wide array of investment platforms and third-party solutions.

Manfred Von Ehrenfried II is a ChFC® credentialed advisor with 29 years of industry experience, currently with Transamerica Financial Advisors in Austin, TX. He has been with Transamerica since 2016 and is also an author of several aerospace books. Von Ehrenfried has served as a director for the Manned Spaceflight Operations Association and contributes to the National Space Society’s AD Astra Magazine. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Anna Thouin is a financial advisor with Schwab Wealth Advisory Inc. in Austin, TX, holding a Series 66 designation and having two years of industry experience. Her background includes roles at Ameriprise - Ecclesiastes Wealth Partners and Charles Schwab, along with periods dedicated to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, delivering advice using standard asset allocation models and research tools while leaving final trading decisions to clients.

Sue Anna Piedra is a financial advisor with Oppenheimer in Austin, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of advisory programs and investment services, including discretionary and non-discretionary management, consulting, and retirement planning.

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.

Gene Dooley is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC, based in Austin, TX, and has 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. Dooley serves on the advisory council of Thornburg Investment Management and is involved with Seton 50, a nonprofit supporting Dell Seton Medical Center. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Emma Melone is a financial advisor with D.A. Davidson & Co. in Austin, TX. She holds the Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at Equitable Advisors, LLC, Cintas Corporation, and Illinois State University. D.A. Davidson & Co. serves a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Brady Scott is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has held roles at The Baldwin Group, US Retirement Partners, Inc., and Riata Financial, among others. Outside his advisory work, he is involved in insurance and employee benefits administration through affiliated businesses. 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 uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Armando Hernandez is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Mitchell Shubert is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at scale with over 1,200 advisors.