Raoul Celerier is a CFP® with 21 years of industry experience, currently serving at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Celerier holds an active real estate license and is involved in property management and real estate business ownership outside of his advisory role. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening, manager selection, and alternative investment solutions within its investment framework.

Carlos Padilla is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Adair Financial PCG, LLC, and Farmers Financial Solutions. Padilla is also involved with Padilla Agency LLC, which focuses on the sale and solicitation of insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm provides advisor-led discretionary management combined with model-based strategies, offering access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

John Alexander is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, Wells Fargo Clearing, and Ampersand Partners, where he currently serves as a board member. He also serves on the board of \u0026Affiliates Capital LLC, participating in strategic direction related to financial advisory businesses. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of analytical approaches and combines proprietary and third-party strategies.

Robert Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Thornhill Securities, WealthForge, Realized Holdings, Kestra Financial, and Infinex Investments. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal expertise and external managers to deliver customized portfolio management, financial planning, and specialized strategies such as options hedges and structured notes.

Ryan Gilchrist is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also involved with Agia and owns Imperial Cashmere, a luxury cashmere apparel business selling handmade scarves, beanies, and gloves. Valic Financial Advisors serves primarily individual clients, including high net worth and ultra-high net worth investors, 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 more than 1,200 advisors and a focus on centralized technology and model-based investment solutions.

Clay Johnson is a Series 66-credentialed advisor at Kestra Advisory with 12 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services. Outside of his advisory role, he owns a business focused on data collection related to grant program evaluation. 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 services including fiduciary consulting, plan design, and investment advice, supporting approximately $79.8 billion in assets under management and serving clients such as sovereign wealth funds.

Michael Voltin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Prior to joining Concurrent in 2024, he worked at Bank of America, Merrill, and Axa Advisors. He serves on the board of CoSource, Inc. and is involved with The Dan and Patricia Pickard Scholarship Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and over 13,000 clients.

John Knight is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and Allianz Life Insurance Co. Preferred since 2014. Outside of his advisory work, he is involved with the Georgetown Church of the Nazarene. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, leveraging proprietary and third-party investment models with both discretionary and non-discretionary program options.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and over 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Southwest Securities Inc for eight years. Outside of his advisory role, he is involved in oil and gas property leasing for royalties and mineral interests. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for clients with net worth above $20 million.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.

Vanessa Mcelwrath is a CFP® professional with 11 years of industry experience. She joined Creative Planning in 2024 after working at Ml&R Wealth Management, LLC from 2013 to 2024. Based in Austin, TX, she provides financial advisory services within a large enterprise firm. Creative Planning serves 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 advanced portfolio management techniques and integrated retirement plan services.

Alison Cassorla is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with four years of industry experience. Before joining Cerity Partners in 2026, she worked at Austin Private Wealth, LLC for five years and was self-employed in 2020. Cassorla also spent 20 years with Shalom Austin. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services featuring a proprietary investment framework that integrates quantitative screening with both third-party and direct security selection, along with access to private market strategies and OCIO services.

Daniel Schwartz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across mutual funds, ETFs, alternative investments, and custom indexing.

Hani Farid is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at Empower Financial Services, GWFS Equities Inc, FCS Group, David Lerner Associates, and Vantage Consulting Group. He serves as Vice President of the Board for Keep Austin Fed, an organization addressing food insecurity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kip Reagor is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 designations and 34 years of industry experience. He has been with Oppenheimer & Co since 2002. Outside of his advisory role, he owns and manages a water cooler rental business. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Ramona Dalton is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she holds a position as an agent at Agia, where she is involved with non-securities insurance products. Valic Financial Advisors 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 multiple wrap programs, utilizing a centralized technology platform and model solutions to manage assets for a large client base.

James Mc Kinley is a financial advisor at Savant Wealth Management in Austin, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Savant, he worked at Exencial Wealth Advisors and has experience at Spirit Ice Arena. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Hayley Swaim is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth, LLC and Northwestern Mutual Life Insurance Company. Her background also includes roles in financial services and education in the Austin, TX area. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Bradley Hubbard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Hornor, Townsend & Kent since 2017 and is also associated with Penn Mutual Life Insurance Company since 2016, where he is involved in recruiting agents and supporting contracted producers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Jaeson Lister is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.