Alan Waker is a Series 66-licensed financial advisor with SPC in Austin, TX, and has 20 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2012. Outside of advising, he owns Waker Financial Strategies, a sole proprietorship that develops business plans and strategies for small and medium-sized companies, and he oversees Austin Bookkeeping, which provides accounting and CFO-related services to local small businesses. SPC serves a diverse client base 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, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Derek Eckert is a CFP® professional with 29 years of industry experience. He is currently with Farther Finance Advisors and has previous experience at Syntropy Wealth Management LLC, TIAA-CREF Individual & Institutional Services, LLC, and Chase Investment Services Corp. Eckert serves as a board member of the nonprofit Women in Neuroscience, where he promotes awareness, develops programs, and participates in fundraising. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing using ETFs, mutual funds, equities, and fixed income.

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Dan Kraus is a CFP® with 31 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity, he spent 15 years at Austin Private Wealth, LLC. He is a member of the Shalom Austin Investment Committee and serves on the advisory board of the Langston Wealth Management Center at the University of Texas McCombs School of Business. 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 customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, Deutsche Bank Securities Inc., Citigroup Global Markets, The Portola Group Inc, and Banc Of America Securities LLC. She serves as a board member of Pat's Legacy, a family nonprofit foundation that makes annual charitable donations. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, retirement plan consulting, and brokerage services using a mix of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Farm Bureau Financial Services before joining PNC in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot that uses algorithm-driven risk assessments and invests via approved model strategies executed through mutual funds and ETFs.

Zachary Mattos is a financial advisor with Private Advisor Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked with Northwestern Mutual and LPL Financial, among other firms. In addition to his advisory role, Mattos provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection from established strategists, utilizing multiple investment approaches and technology platforms.

Randy Oehrlein is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. Before joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for 15 years and has operated his own insurance and investment practice since 2000. He is also associated with the University of Texas–Austin since 2000. Outside of his advisory role, he manages health and life insurance sales and services through several business entities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates a robust Investment Management & Research team that supports advisor-led portfolio customization.

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.

Chad Houchin is a Series 66 registered advisor with Valic Financial Advisors in Austin, TX, bringing four years of industry experience. His prior roles include positions at Ameriprise and several firms related to financial services and insurance. He also has experience in the food service and airline industries. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services via Envestnet’s platform.

Clint Thurman is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PlanMember since 2007 and with Gentry Financial Group since 2015. His other business activities include insurance sales and employee benefits administration. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Geoffrey Treat is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at American Teachers Retirement Services since 2018 and has been with PlanMember Securities Corporation since 2013. He is also president and owner of Team Financial Network, Teachers' Financial Services, Inc., and volunteers for a nonprofit organization focused on veteran rehabilitation. 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 framework with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

John Stewart is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Mariner and has previously worked at Texas Regional Bank, TRB Wealth Management, Dimensional Fund Advisors, Larry Wunsch and Associates, and Native Medical Supply. Stewart was an equity owner of Alamo Outdoor Company, an outdoor-inspired apparel business that has since closed. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting services and specialized operational offerings such as family office and financial wellness platforms.

Tomas Ortiz is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm utilizes centralized technology and model solutions across its large network of advisors to provide discretionary unified managed accounts and additional overlay services.

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.

John Sullivan III is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Group and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he is also an insurance broker appointed with external carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Brandon Eckert is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial advisory career, he worked in fitness and wellness roles, including positions at Master Yang's Tae Kwon Do and iLoveKickBoxing. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and emphasizes a non-discretionary asset management approach.