Sujatha Theddu is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth for five years and Morgan Stanley for a brief period in 2019. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection alongside access to private market solutions for qualified clients.

Michael Irvin is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 10 years of industry experience. He has worked at several firms, including U.S. Capital Wealth Advisors, LLC and PlanWise Financial Group, before joining Commonwealth Financial Network and Reed Lake Private Wealth. Outside of advisory work, he serves as a temporary director with the Travis County Improvement District 1. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers various managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

Colin Kampfe is a financial advisor at Brown Advisory with nine years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, following a two-year tenure at Dimensional Fund Advisors. Brown Advisory manages approximately $124.3 billion for a range of clients, including institutional investors, high-net-worth individuals, and nonprofits. The firm employs a bottom-up, fundamental research process and offers discretionary portfolio management alongside strategic advisory and family office services.

James Woodcock is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include nine years at Hilltop Securities Inc., one year at Raymond James & Associates, and seven years at Morgan Keegan & Company, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering comprehensive financial planning, ERISA retirement plan advisory, and unique capabilities such as municipal advisory and custody services.

John Carey is a financial advisor at Farther with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Farther in 2025, he worked at Edelman Financial Engines, Financial Engines Advisor Center, The Mutual Fund Store, and Geary Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.

Michelle Halliday is a CFP® professional with 10 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, where she has been since 2026, and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Michelle holds the Series 66 license and is based in Austin, TX. 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 offers guidance on asset allocation and investment selection using proprietary models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Journey Mc Kelvey is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, Journey held roles at Genpact LLC, Charles Schwab & Co., Inc., and Zelis Healthcare. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates in their planning approach.

Barry Lacina is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017, following eight years as a self-employed professional. Outside of finance, he is the owner and member of Happyness Films, LLC, a film production company. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of advisory and broker-dealer services including discretionary and non-discretionary investment management, consulting, and retirement planning.

Benjamin Blakelock is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with VALIC Financial Advisors since 2013 and also serves as an agent with Agia, focusing on 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 UMA models for portfolio construction.

Wilson Williams is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2013. Outside of advisory work, Williams serves on the fundraising committee for White Bluff Chapel, a Christian church, supporting their building expansion campaign. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with client goals and risk tolerances.

Jeffrey Ricks is a financial advisor with Commonwealth Financial Network in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Evergreen Wealth Management Inc. and Commonwealth Financial Network since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.

Neal Bobba is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Macmillan Learning for ten years. 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 retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kevin Weaver is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Kevin is based in Austin, TX. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, integrating proprietary quantitative methods with third-party strategies and direct security selection.

Cesar Valenzuela is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Kestra Advisory Services LLC, Cetera Advisor Networks LLC, and United Capital Financial Advisers, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, utilizing asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Nia Alexandria is a financial advisor at Corient with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Capital Advisors, Inc. and American Century Investment Services, Inc. before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring supported by risk management tools.

Rachel Choate is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and has previously worked at firms including Equitable Advisors, Luminary Life Digital BGA, and Edward Jones. Outside of financial services, she was involved with Betenbough Business Services and Betenbough Homes from 2015 to 2022. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides both discretionary and model-based investment management, along with access to proprietary and third-party advisory solutions integrated with insurance products and alternative investment platforms.

Ryan Pilipow is a Series 65-licensed financial advisor with Empower Advisory Group in Austin, TX, bringing three years of industry experience. He previously worked at Personal Capital Advisors Corporation and Personal Capital Advisor Corporation, and spent several years at the University of Pennsylvania in various roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping platforms. The firm emphasizes long-term portfolio returns and uses a point-in-time planning approach alongside optional managed account solutions.

Kieran Lavery is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. His prior roles include positions at Charles Schwab, Kestra Financial, Invesco, and Finivi, Inc. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Hanseung Chang is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. Before joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. Outside of finance, he is involved in managing a small family-owned coffee and tea shop called Manna Taim LLC, which specializes in boba teas, coffees, and ice cream. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s standard asset-allocation models and internal research tools, with client trades executed only upon authorization.

Theresa Clements is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Empower Financial Services, Colonial Life, Paycor, Konica Minolta Business Solutions, and Enterprise Rent-A-Car. 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 connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.