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 Series 66 licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and has prior experience at Charles Schwab and USAA Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with clients making final trading decisions, and it operates as an internal advisory unit within the Schwab ecosystem without directly charging clients fees.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Caleb’s prior work includes roles at B2 Wealth Solutions, LLC, NYLife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a majority of its assets on a non-discretionary basis.

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.

Lauren Barnett is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at Hart Financial, Dimensional Fund Advisors, and Cambridge Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Noe Lopez is a CFP® professional based in Austin, TX, currently with Cerity Partners LLC, where he has worked since 2026. He has nine years of industry experience, including prior roles at Austin Private Wealth, Fort Advisors, and Morgan Stanley. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm combines tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, tax services, and access to private-market investments.

Dana Morgan is a Series 66-licensed financial advisor at PlanMember Securities Corporation in Austin, TX, with experience in both wealth management and school finance solutions. Morgan has held positions at Gentry Wealth Management, Frank Campos & Associates, and educational institutions including Slocum and Noches Independent School Districts. Outside of advisory roles, Morgan has been involved with School Finance Solutions since 2022. 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Stefany Quirico Canepa is a CFP® professional with seven years of industry experience. She is currently an advisor at Creative Planning and has previously worked at ML&R Wealth Management LLC and Goldman Sachs & Co. LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of retirement plan fiduciary and administrative services.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Landon Lau is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., H-E-B, and involvement in professional baseball organizations and player development. Outside of financial services, he has experience with Vypr Installations, a business he has been involved with for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm serves individual clients with annual financial reviews and personalized investment recommendations, operating as an internal advisory unit within the Schwab ecosystem rather than charging clients directly.

Dejan Dimitrijevic is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Capital Advisors, Inc., TIAA-CREF, TD Ameritrade, and Scottrade Investment Management. He is a non-active member of an exterior washing business owned by his son. 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 corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Kenneth Banks is a financial advisor with Empower Advisory Group in Leander, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Farmers Insurance, Allstate Insurance, Equitable Advisors LLC, Citibank, and USAA in various financial services capacities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

Lana Bergstein is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Dimensional Fund Advisors LP for 15 years. Bergstein also serves as Senior Director of Sales at SALI Fund Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory.