Francis Abbey is a CFP® professional with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation since 2018. He has held roles at several firms, including Taylor & Sons Insurance & Financial Services and PRUCO Securities, LLC. Abbey is also self-employed as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm combines strategic asset allocation with education and support services for plan sponsors and participants.

Brian Kamin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Rockefeller & Co. and Whitnell & Co. He is also the president of the Landmark Village HOA Association board in Chicago. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives, as well as brokerage and placement services.

Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, and is the owner of CapriCare, LLC, a home care agency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan and pension consulting services.

Brooksher Morgan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2026. He previously worked at Constitution Wealth LLC for four years, Worthpointe, LLC for 13 years, and Trovena, LLC for one year. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Wesley Young is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with multiple firms, including Savagen Strategy, Silas Parker & Associates LLC, and Mahoney Financial Organization, and has operated his own advisory business, Wes Young & Associates, since 2009. Outside of financial advising, Young is an author of Christian leadership books and serves as a pastor, and he is involved in several business ventures including software development for small businesses and empowerment coaching. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and emphasizes non-discretionary asset management, working extensively within the integrated New York Life affiliate structure.

Brandon Sarlls is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes positions at Edward Jones and Charles Schwab Bank, SSB, where he has worked since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on internal research tools and standard asset-allocation models, with client authorization required for all trades.

Noah Boriack is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes roles within various Charles Schwab entities since 2022. Outside of finance, he has work experience in retail and food service industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Geoffrey Haynes is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with PlanMember since 2013 and concurrently owns Innovative Financial Solutions, a firm focused on annuities and insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation, risk-based mutual fund portfolios, and periodic rebalancing based on defined triggers.

Donald Zielinski Jr. is a CFP® professional with three years of experience in financial advising at Primerica Advisors. He has a background that includes nine years with Guardian Life Insurance Company and ten years with Corning. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and financial planning solutions. The firm uses a combination of proprietary and third-party investment strategies to meet client needs.

Andrew Kelch is a CFP®, CFA®, and Series 66-registered advisor with 22 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Dimensional Fund Advisors and USAA Investment Management Company. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach that utilizes both affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting services.

Christopher Conrad is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with PlanMember since 2022 and also maintains long-term roles at ACN/Team National and Inspire Financial. Outside of his advisory work, he is involved in direct sales of digital services through ACN/Team National. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant investment options through risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants, utilizing a top-down strategic asset allocation framework and periodic portfolio rebalancing.

Keegan Johnson is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, previously associated with Kestra Investment Services, LLC since 2007. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Bruce Reynolds is a CFP® professional with 23 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and USAA Financial Advisors, Inc. Outside of his advisory role, he is a silent partner in a trucking and transportation business and assists with a home improvement venture. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on asset-allocation models and internal research tools, with trades executed only upon client authorization.

Richard Treta is a CFP® with 39 years of experience in the financial services industry. He has worked at PlanMember Securities Corporation since 2018 and previously spent over a decade with Lincoln Financial Advisors and TRETA Financial Group. He is also a managing partner at Penwell Treta Wealth Management and is involved in insurance services as a licensed agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and 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, support, and personalized retirement planning.

Brian Anthony Pablo is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with First Command Advisory Services. His career includes roles at several First Command entities since 2018 and four years at Wilkinson Financial. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios overseen by a centralized Investment Management Team.

Karen Caulfield is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., VOYA Financial Advisors, Inc., Oppenheimer, and Wells Fargo Clearing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of solutions such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing specialized services for high-net-worth clients through its Davidson Private Wealth program.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.