Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Creative Planning in 2026, she worked at Milliman for three years and spent 11 years at Diversified Investors Securities Corp. and Diversified Investment Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with selective private market exposure and fiduciary-advised retirement 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 with \u0026Partners in Austin, TX, holding a Series 63 designation and over 35 years of industry experience. His prior firms include Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of his advisory role, he is a managing member of several family LLCs that own real estate and a minority interest in a restaurant. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

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® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes significant tenure at Charles Schwab and related entities dating back to 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

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, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has previously worked at Sun Life Financial Distributors, Inc. and currently holds a position with Agia involving non-securities insurance products. Outside of his advisory work, he drives for Uber on weekends around Houston airports. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage extensive client assets.

Phillip Weinstein is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edelman Financial Engines for 16 years. Outside of his advisory role, he owns and manages a real estate investment property. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

Joseph Lopez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at USAA Financial Advisors, Inc. and USAA Investment Management Company. Lopez is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.

Jordan Green is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariner Independent Advisor Network, LPL Financial, and Charles Schwab. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside third-party managers to implement investment strategies.

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.