Diane Lacina is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. and three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a significant focus on non-discretionary advisory assets.

Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

William Goff is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at USA Financial Securities and operated Goff Financial Services since 2006. Outside of his advisory role, he is active as a pastor and presiding elder at Mission Church Grenada, coaches youth sports teams, and owns a sports training facility. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a diverse client base that includes sovereign wealth funds and very large institutional investors.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Todd Reuber is a financial advisor at Kestra Advisory with 19 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments from 2013 to 2017. Outside of his advisory role, he owns and operates Park School Pumpkins, a seasonal agricultural business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and maintains relationships with multiple third-party partners to support its investment platform.

Daniel Fiala is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at GWN Securities since 2012 and has prior experience with PRUCO Securities and Dell Technologies. Outside of advising, he holds a leadership role at Itron Incorporated, a company specializing in smart meter products for energy and water management. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs asset allocation and Modern Portfolio Theory, while also maintaining legacy momentum-based trading strategies in some programs.

Stephen Evans is a CFP®-certified financial advisor with Kestra Advisory, based in Austin, TX, and has 23 years of industry experience. He has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2008. Outside of his advisory role, Evans serves as treasurer for Champion Athletes of the Ozarks and is a board member for the Greene County Estate Planning Council, both community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional clients and maintaining extensive third-party relationships.

Mary Cousineau is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Hana Financial Group, Inc. Cousineau is the owner of Empower Wealth Strategies, Inc., an administrative entity related to her advisory compensation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Michael Rhodes is a CFP®-certified financial advisor with nine years of industry experience. He currently works at NewEdge Advisors and previously spent nineteen years at HUB Investment Partners. Rhodes conducts advisory services under the Everplan Wealth name within NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and centralized due diligence supported by technology tools.

Rachel Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Vanguard Group and Randstad. She is involved with WDW Financial as an associate financial planner and provides tax planning support through WDW Tax Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan design, and investment advice supported by due diligence, managing approximately $79.8 billion in assets with a broad range of third-party and proprietary solutions.

George Threadgill IV is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 11 years of industry experience. He has been with Kestra Advisory since 2018 and affiliated with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting fiduciary advice and offering multiple management platforms and third-party solutions. The firm serves very large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements.

Thomas Thigpen is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup for nine years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot available to PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Lina Degay is a financial advisor at Transamerica Retirement Advisors, LLC in Austin, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, Bank of America, Merrill, BMO Bank, and CITIZENS Bank. Lina also has experience outside the financial industry, including managing a gym. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Gina Baumann is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Valic Financial Advisors serves primarily U.S. individuals, including 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, leveraging centralized technology and third-party model managers.

Scott Crawford is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Kestra Advisory since 2021 and previously spent over two decades with Hornor Townsend & Kent Inc. Outside of his advisory role, he serves on the board of Delaware Wildlands, contributing to land conservation efforts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm supports both discretionary and non-discretionary fiduciary roles and manages a broad set of investment platforms and third-party solutions.

Jeffery Feliciano is a CFP® professional with 29 years of industry experience. He is currently with Integrity Alliance, LLC and has held previous roles at Lion Street Financial, Lion Street Advisors, Woodbury Financial Services, and his own Feliciano Financial Group. Feliciano also owns and operates JDF Consulting Inc., which provides consulting, management, training, insurance, and financial services. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a combination of discretionary accounts, model portfolios, and platforms such as Envestnet and AssetMark.

James Rushing Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked with NYLIFE Securities LLC and New York Life for five years. Outside of advising, he operates as a Notary Public and an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios, combining in-house and external strategists with technology tools to implement mostly non-discretionary investment recommendations.

Cassandra Davenport is a Series 66-licensed financial advisor with 25 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Austin, TX. She has worked with Voya Financial Advisors since 2014 and previously with Voya Financial Partners, LLC. Outside of her advisory role, she operates as an independent insurance agent, focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides services including financial planning, portfolio management, and retirement-plan advisory through a combination of in-house and third-party strategies, operating both non-discretionary and limited discretionary managed accounts.

Matthew Heinz is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Kestra Advisory since 2016 and also operates EA Financial Group, LLC. Outside of his advisory work, he serves as a deacon and member of the CARE Team at The Chapel and is a board member and treasurer for the Louisiana Sports Hall of Fame. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions within its supervisory framework.

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.