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. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools.

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® and Series 66 credentialed financial advisor with 24 years of industry experience. She is currently with Cerity Partners LLC and previously worked for Austin Private Wealth, LLC for ten years. Outside of her advisory work, she has ownership interests in real estate and a real estate-related business in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

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. Her prior roles include positions at Milliman, Austin Independent School District, Diversified Investors Securities Corp., and Wells Fargo Investments. She holds Series 63, Series 65, and Series 66 credentials. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, alongside private market access and various institutional services.

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®-designated financial advisor with 35 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

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.

Rodger Ewy is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. He has also worked in the biomedical research field and at Georgetown University. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement plan consulting, and advisory programs.

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.