Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 15 years at Legend Equities Corporation. Crook serves on the boards of Partners in Hope Ministries, a nonprofit organization, and the Michael James Cotton Foundation, a memorial foundation. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house investment management and research team.

Christy Shelton is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allfluent Wealth Management and Commonwealth Financial since 2014. Outside of her advisory role, she operates a social event coordination business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Sonia Ortega Knight is a financial advisor with Truist Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2025 and previously spent over nine years at Wells Fargo Clearing and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches along with third-party platform arrangements.

Miranda Barcena is a financial advisor with Principal Financial Services based in Austin, TX, holding Series 63 and Series 65 designations and three years of industry experience. She previously worked in education with Pflugerville ISD for eight years before transitioning to her current roles at Principal Securities and Barcena Financial Group. Barcena serves as the Director of Education for Financial Women in Texas, where she oversees educational programming and leads the development of a mentoring initiative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Kieu Turk is a CFP® professional with 24 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2026, following ten years at Austin Private Wealth, LLC, and seventeen years at Ameriprise. Outside of her advisory work, she holds business interests in real estate, including partial ownership of 4th Floor Properties, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, charitable institutions, 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 a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.

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.

Edward Wingrove is a financial advisor at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

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.