Devin Coffey is a financial advisor with Goldman Sachs Wealth Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018, including a prior role at AYCO, a Goldman Sachs company, and has experience at Union College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem and affiliated capabilities to deliver tailored wealth management solutions.

Alex Pollard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he spent one year with Ameriprise Financial Services, Inc. Outside of his advisory role, Pollard is involved in property management and construction through ownership of Pollard Enterprises, LLC, and manages additional rental property businesses. 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 emphasizes low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors.

Patricia O’Leary is a Series 66-registered advisor with seven years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank since 2026. Her prior experience includes roles at Comerica Securities, Inc., Kestra Investment Services, LLC, and Lowenberg Group, LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, featuring advisor-directed models, SMA strategies, tax-overlay services, and direct indexing options.

Daniel Barajas is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Leaders Group, Inc., VIP Insurance, Quest Capital Strategies, Inc., and Steve Lescher & Associates. Outside of his advisory work, he serves as a tennis official for the United States Tennis Association. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jennifer Bachino is a financial advisor with SPC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, Frost Bank, and Wells Fargo Investments. She serves on the board of The Rise School of Austin and participates on its Development Committee. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and notable account programs such as the SIGMA Managed Account.

Robert Neigert is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Callan Capital, LLC and Northern Trust. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and offers integrated tax and accounting services alongside traditional portfolio management.

Jack Kelley is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc. in Austin, TX, where he has worked since 2025. His prior experience includes roles at Dimensional Fund Advisors, Edward Jones, and Accenture, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Ryan Kiley is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and AGIA, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Spire Wealth Management, Spire Securities, and Cupbearer Financial Services. VALIC Financial Advisors, Inc. serves primarily 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 discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion across approximately 300,000 clients.

Paul Schreiber is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Outside of his advisory role, Schreiber serves on the Board of Directors for the Rocky Creek Municipal Utility District in Travis County and holds a bank officer position with Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Steven Worrel is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with TIAA-CREF in Austin, TX, where he has worked since 2025 and was previously employed by Tiaa starting in 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Shanti Ponce is a financial advisor with Transamerica Financial Advisors in Austin, TX. She holds Series 65 and Series 63 credentials and has just over a year of industry experience. Her prior work includes roles at BOLT Company and Trellis Company, as well as ongoing involvement with World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, providing a range of investment programs and retirement plan support.

Scott Kuharski is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2005 and also has a longstanding role at Quantum Pension Services since 1995. Outside of his advisory work, Kuharski owns a business involved in selling life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Jennie Sanders is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at TIAA-CREF in Austin, TX. Her prior experience includes roles at Ellevest and WealthEdge. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Jennifer Hope is a financial advisor at Kestra Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services, Kestra Investment Services, CUSO Financial Services, and Amplify Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors, with services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Stuart Smith is a financial advisor at Creative Planning with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2024, he worked at ML & R Wealth Management LLC and Maxwell Locke & Ritter LLP. Outside of his advisory role, he is the managing member of A'Moose Bouche, LLC, a real estate holding partnership. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and comprehensive retirement plan services.

Andrew Schwartz III is a financial advisor with Hightower Advisors, holding a Series 63 designation and 30 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner for tax matters at Landpoor Ltd. and operates as an independent insurance agent specializing in long-term care and life/accident/health insurance through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research to construct diversified portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Steven Cox is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial from 2006 to 2023 before joining Kestra in 2023. Cox is the managing member and 50% owner of SHC Financial, LLC, where he oversees financial operations and tax compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Hollosy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held positions at Charles Schwab & Co., Inc. and USAA Financial Planning Services, among others. Hollosy is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Elizabeth St Paul is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at NYLife Securities LLC and New York Life. Outside of her advisory work, she serves as a volunteer member of the State Board of Directors for Texas CASA, a nonprofit organization focused on mentoring children in the Texas foster care system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers point-in-time financial plans and optional managed account solutions through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked with Inspire Financial Group and US Retirement & Benefits Partners DBA Inspire Financial Group since 2018. Outside of his advisory role, Hart serves as an elder of the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.