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 in Austin, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Dimensional Fund Advisors. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management and strategic advisory services across equity, fixed-income, and balanced strategies. The firm employs a bottom-up fundamental research process and combines active and passive investment approaches while incorporating AI-enabled tools and alternative asset exposure.

James Woodcock is a financial advisor with D.A. Davidson & Co. based in Austin, TX. He holds a Series 66 designation and has 20 years of industry experience, including 13 years with Hilltop Securities Inc. He owns a family rental property in Palm Beach, FL. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offers both non-discretionary and discretionary retirement plan services, and distinguishes itself by participating in municipal underwriting and operating affiliated custodial entities.

John Carey is a financial advisor at Farther with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Farther in 2025, he worked at Edelman Financial Engines for nine years and at Financial Engines Advisor Center LLC for eleven years. 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 models, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michelle Halliday is a CFP®-designated financial advisor with Schwab Wealth Advisory in Austin, TX, offering 10 years of industry experience. She has worked with various Charles Schwab entities since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm conducts annual account reviews and operates as an internal advisory unit within the Schwab ecosystem.

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.

Neal Bobba is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Macmillan Learning for ten years. 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 retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kevin Weaver is a financial advisor at Cerity Partners LLC in Austin, TX, holding the CFP® designation and Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Austin Private Wealth, LLC for 4 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Cesar Valenzuela is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Kestra Advisory Services LLC, Cetera Advisor Networks LLC, and United Capital Financial Advisers, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and asset allocation models. The firm operates within the Charles Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Nia Alexandria is a financial advisor at Corient with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Capital Advisors, Inc. and American Century Investment Services, Inc. before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a goals-based, team investment approach that integrates both in-house and third-party strategies.

Rachel Choate is a financial advisor at Guardian Life with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Park Avenue Securities, Equitable Advisors, and Edward Jones. Prior to her advisory career, she was involved with Betenbough Business Services and Betenbough Homes. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including model portfolios and digital solutions, serving both high-net-worth and other clients.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Ryan Pilipow is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked with Personal Capital Advisor Corporation and the University of Pennsylvania. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Kieran Lavery is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory Inc. and has previous experience with Kestra Financial, Inc., Invesco, and Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual reviews, retirement and financial planning, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management directly.

Hanseung Chang is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. He is also involved in a family-owned coffee and tea business, Manna Taim LLC (Boba Tea Time), where he contributes occasionally. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.