David Dunn is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020, and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance and serves as sole manager of a family limited partnership. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to mutual funds, ETFs, alternative investments, and customized portfolios.

Michael Liddell is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Citigroup since 2017 and has also been associated with Raymond James Financial Services since 2013. His prior experience includes a brief tenure at Rodan and Fields in 2016. Citigroup Global Markets serves individual and institutional clients through a variety of advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth segments.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior work includes roles at Milliman, Austin Independent School District, Diversified Investors Securities Corp., Diversified Investment Advisors, and Wells Fargo Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in assets.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.

James Scully is a financial advisor with TIAA-CREF in North Liberty, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Edward Jones, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory work, he is the owner of an investment-related LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing management under a fiduciary standard.

Jerry Mc Donald is a CFP® with 35 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in Austin, TX. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, Merrill, and several other firms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers, with services that include financial planning, pension consulting, and managed account programs.

Neal Cloer is a financial advisor with Principal Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 10 years with Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he also works as an insurance agent specializing in life, disability, annuities, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

Effimia Karides is a financial advisor at Brown Advisory with 11 years of industry experience. She has worked at Brown Advisory since 2016 and previously at Blackhawk Wealth Management from 2014 to 2017. She holds the Series 65 designation and is based in Austin, TX. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, as well as private-fund and venture programs.

Tyson Mavar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including The Retirement Group and LPL Financial prior to his current role. Tyson is based in Las Vegas, NV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Rodger Ewy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Bankers Life. His background also includes work in biomedical research and at Georgetown University. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management solutions, combining advisor-led strategies with model portfolios and access to insurance and alternative investment products.

Michael Di Placido is a CFP® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes over a decade at Charles Schwab and related entities, with prior experience at Richard P. Slaughter Associates, Inc. Outside of advisory work, he manages multiple single-family rental properties through his LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on individual client goals and risk tolerance.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Clifford Nichols is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Planmember since 2014 and is also associated with US Retirement Partners and Inspire Financial Group, where he has been involved in financial and insurance services since 2005. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, operating as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation approach with risk-based mutual fund portfolios and provides education, support, and counseling to plan sponsors and participants.

Gregory Sanfacon is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously spent five years with Sun Life Financial Distributors, Inc. Outside of advisory work, he has been an agent for non-securities insurance products and also drives for Uber on weekends around Houston airports. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and managing roughly $29.2 billion in assets.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. based in Austin, TX. He holds Series 65 and Series 63 credentials and has been in the financial industry since 2020, with prior experience at Woodforest National Bank and P & R Entertainment. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Joseph Lopez is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Austin, TX, where he has worked since 2019, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Jordan Green is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Warren Bausert is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently an independent advisor with TLG Advisors, Inc. and holds prior experience at LPL Financial and Financial Resources Group Investment Services, LLC. He also serves as a Regional Director at VIP/Benefit Bank, focusing on building relationships with financial advisors for insurance-based solutions. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a digital investment program called Starlight Portfolios.