Angelena Armstrong is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Before joining TIAA-CREF in 2019, she worked with TD Ameritrade Investment Management and Scottrade. Outside of her advisory role, she is involved in fitness as a Pilates instructor and yoga teacher. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Joseph Ritterhouse is a financial advisor at PlanMember Securities Corporation with 28 years of industry experience. He holds a Series 63 designation and has been with PlanMember since 2006, following prior work at Combined Benefit Group. He also owns an insurance sales and marketing business. 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 top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Robert Politz is a CFP® with five years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2023, following prior roles at Avondale Wealth Management, Pilytix LLC, and the St. Louis Cardinals organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Justin Mullins is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and with 19 years of industry experience. He has worked at PlanMember since 2013 and previously held roles at Garden Wheel Enterprises and VF Insurance Services LLC. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through asset allocation portfolios and delivers education and support services including seminars, personalized retirement planning, and separation counseling. Their investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Robert Tabor is a financial advisor at Farther in Austin, TX, holding a Series 63 license with 27 years of industry experience. He previously worked for Richard P Slaughter Associates for 27 years before joining Worth Financial Group Inc and Farther in recent years. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

James Barnard is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Barnard also operates as an independent insurance agent through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

William Cornforth is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with VOYA since 2015. Outside of his advisory role, Cornforth is active as a musician, songwriter, and producer, and serves as president of his homeowners’ association. VOYA Financial Advisors, Inc. serves a wide range of clients including individual investors, corporations, and retirement plan sponsors. The firm offers diverse financial services such as financial planning, portfolio management, and third-party money manager access, emphasizing recommendation-based advice primarily through non-discretionary arrangements.

Robert Cox is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at The Vanguard Group and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Keith Baker II is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has operated his own firms under the names Keith A. Baker and Associates and B2 Wealth Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Campbell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at AE Wealth Management since 2019 and previously gained experience at Wealth Watch Advisors, LLC and Wealth Financial Advisory Services, LLC. Campbell also serves as an adult education instructor at the University of Texas, where he teaches courses on retirement-related subjects. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs and uses a range of investment strategies, with a focus on scalability and platform services.

Patrick Doporto is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including over 10 years at Charles Schwab & Co., Inc. Outside of his advisory role, he has engaged in virtual task work as an independent contractor for platforms such as Amazon Mechanical Turk and Appen. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, while clients retain final trading decisions, distinguishing its advisory approach within the Schwab ecosystem.

Bryce Meares is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Meares is involved in health and life insurance sales through Hart Financial Group and serves as a consultant providing 401(k) education and assistance to employees at Parsley Energy. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a multi-manager approach, incorporating affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Thomas Hazlehurst is a financial advisor at IEQ Capital, LLC in Austin, TX, holding the Series 65 designation. He has 24 years of industry experience, including prior roles at Laird Group and Fremon Group/FPR Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a macroeconomic research-driven investment process and offers a range of discretionary management, family-office services, and private alternative investment opportunities.

Robert Ring is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and 65 licenses and bringing 21 years of industry experience. He has been associated with Planmember and related entities since 2015. Outside of his advisory role, he serves as an instructor for public education workshops through White Glove Workshop. 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 unitized, risk-based mutual fund portfolios, offering education, support, and personalized planning services to plan sponsors and participants.

Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Coordinated Financial, LLC and The National Wealth Group, where he is involved in recruiting and training new agents, as well as fixed insurance and annuity sales through Coordinated Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs supported by an investment committee and third-party partners, integrating multiple custodial platforms and employing risk-based portfolio alignment.

Edward Kozun III is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Dunham Trust Co. since 2007 and Next Financial Group from 2003 to 2020. He is also president of Edward S Kozun III and Kozun Capital Management, both investment-related entities based in Austin, TX. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Franco Melhado is a financial advisor at TIAA-CREF in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors and various academic and community positions, such as at Texas Tech University and Lions Municipal Golf Course. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with employer-linked retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Chia You Tsai is a financial advisor with Commonwealth Financial Network based in Austin, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Commonwealth and Allfluent Wealth Management in 2020, he worked at IBM for twelve years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various portfolio management solutions and operates under a platform model that supports advisors in delivering customized investment advice.