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 63 and Series 65 credentials and 18 years of industry experience. His career includes positions at Agia and Sun Life Financial Distributors, Inc. Outside of advisory work, he has worked as an Uber driver during non-work hours. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth individuals and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and centralized technology platforms.

Andrew Patterson is an advisor at Fifth Third Securities, Inc. based in Austin, TX. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2020, with prior experience at Woodforest National Bank and in the entertainment sector. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of strategies such as SMA models, tax-overlay services, and direct indexing.

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 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Charles Schwab. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model that incorporates a range of investment strategies and technology tools.

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 with five years of industry experience and holds a Series 65 designation. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth and Morgan Stanley, and spent nine years at Reliance Capital Asset Management Limited. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a comprehensive range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

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 and previously worked at Edelman Financial Engines and Financial Engines Advisor Center LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on exchange-traded funds, mutual funds, 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 holding a Series 66 designation with one year of industry experience. Prior to joining Empower Advisory Group, Journey worked at Genpact LLC, Charles Schwab & Co., Inc., and several other companies across various industries. 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 select retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Barry Lacina is a financial advisor with Oppenheimer in Austin, TX, holding a Series 66 credential and eight years of industry experience. He has been with Oppenheimer since 2017 and was self-employed from 2009 to 2017. Outside of finance, Lacina is involved in film production as the owner of Happyness Films, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services that encompass equity, balanced, and fixed-income portfolios delivered through both discretionary and non-discretionary approaches.

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.

Wilson Williams is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2013. Outside of advisory work, Williams serves on the fundraising committee for White Bluff Chapel, a Christian church, supporting their building expansion campaign. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with client goals and risk tolerances.

Jeffrey Ricks is a financial advisor with Commonwealth Financial Network in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Evergreen Wealth Management Inc. and Commonwealth Financial Network since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.