Adam Claussen is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with several entities affiliated with Bankers Life since 2015, including Bankers Life Securities and Guardian Life Insurance. Outside of his advisory role, Claussen serves as an officer and 3D Director for Hill Country Bowhunters, where he organizes competitive bowhunting events. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Lawrence Brown is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Stone Oak Wealth Management and Charles Schwab (including the Schwab Bank subsidiary). PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm employs algorithm-driven portfolio construction using mutual funds and ETFs, with implementation and oversight delegated to third parties.

Timothy Webster is a financial advisor with Planmember Securities Corporation based in Austin, TX. He holds a Series 63 designation and has 30 years of industry experience. His work history includes roles at Compass Financial Services, Irm Distributors, Inc., and Horizon Financial. Webster is also the proprietor of Educators Financial Seminars, an investment-related business offering insurance and financial education. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and separation counseling to plan sponsors and participants.

Dimitrian Jimenez is a CFP® professional at Cerity Partners LLC with one year of industry experience. He previously worked at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. His background also includes seven years at Texas Tech University. Cerity Partners serves a diverse range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Tobias Bekele is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and based in Austin, TX. He has one year of industry experience and has previously worked at Charles Schwab & Co., Inc, Evensky & Katz / Foldes Wealth Management, and Prosperity Bank among other roles. His background also includes experience outside finance with the Aaron Family Jewish Community Center of Dallas. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market investments for qualified clients.

Glen Ellis Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya-affiliated firms since 1993. Outside of advisory work, he receives author royalty income and serves as a notary public. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment recommendations, operating both as a registered investment adviser and a broker-dealer.

Blake Davis is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his current role, he worked at Instacart and Austin Community College. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2010, including ten years at Charles Schwab Bank SSB. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research.

David Bregger is a CFP® with 42 years of industry experience, currently serving at Savant Wealth Management since 2026. He has held advisory roles at firms including Exencial Wealth Advisors, LLC, Cambridge Investment Research Advisors, and Weinheimer Wealth Management. Mr. Bregger serves on the Investment Committee for the Diocese of Austin, Texas, providing guidance on investment manager selection for the priest’s pension plan and endowment fund in an unpaid volunteer capacity. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation using mutual funds and ETFs with actively managed strategies, supported by integrated accounting, legal, and trust services.

Julian Saldana is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at firms such as Lion Street Financial, Kestra Investment Services, Mass Mutual Investors Services, Metlife Securities, New England Securities, and Equitable Advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a variety of advisory program options.

Alex Wagner is a CFP® and Series 66 registered financial advisor with 19 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2026 after six years at Austin Private Wealth and twelve years at Ameriprise Financial Services. Wagner serves as the treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and offers access to alternative and private market solutions through various affiliated platforms.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Valic Financial Advisors in 2019, she worked at Agia and held positions at the University of Cincinnati. Outside of her financial advisory role, she is a co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products via e-commerce. 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 consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and Envestnet’s platform.

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.