Rodger Ewy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Bankers Life. His background also includes work in biomedical research and at Georgetown University. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management solutions, combining advisor-led strategies with model portfolios and access to insurance and alternative investment products.

Michael Di Placido is a CFP® professional with 14 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes over a decade at Charles Schwab and related entities, with prior experience at Richard P. Slaughter Associates, Inc. Outside of advisory work, he manages multiple single-family rental properties through his LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on individual client goals and risk tolerance.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Clifford Nichols is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Planmember since 2014 and is also associated with US Retirement Partners and Inspire Financial Group, where he has been involved in financial and insurance services since 2005. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, operating as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation approach with risk-based mutual fund portfolios and provides education, support, and counseling to plan sponsors and participants.

Gregory Sanfacon is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously spent five years with Sun Life Financial Distributors, Inc. Outside of advisory work, he has been an agent for non-securities insurance products and also drives for Uber on weekends around Houston airports. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and managing roughly $29.2 billion in assets.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. based in Austin, TX. He holds Series 65 and Series 63 credentials and has been in the financial industry since 2020, with prior experience at Woodforest National Bank and P & R Entertainment. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Joseph Lopez is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Austin, TX, where he has worked since 2019, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Jordan Green is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Warren Bausert is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently an independent advisor with TLG Advisors, Inc. and holds prior experience at LPL Financial and Financial Resources Group Investment Services, LLC. He also serves as a Regional Director at VIP/Benefit Bank, focusing on building relationships with financial advisors for insurance-based solutions. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a digital investment program called Starlight Portfolios.

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.

Matthew Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, with five years of industry experience. He holds the Series 66 designation and previously worked at Northview Asset Management. His background includes nine years of full-time education before beginning his advisory career. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary under written agreements.

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.