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.

Theresa Clements is a financial advisor with Empower Advisory Group in Leander, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Empower Financial Services, Colonial Life, and Paycor. She continues to receive trailing commissions from Colonial Life on previously sold business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios supported by an internal investment team and third-party managers.

Jasen Wallace is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors LLC, Ameritas Advisory Services, and Weinheimer Wealth Management. He is an ex officio director of the YMBL Sunshine Foundation, which aligns with the Austin Sunshine Camps’ strategic goals. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, 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.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at Merrill, Bank of America, Morgan Stanley, and Guardian Life. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Teresa Hoffman is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of her advisory role, she engages in public speaking on financial topics. Her firm, Park Avenue Securities LLC, serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.