Shanti Ponce is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Shanti worked at BOLT Company for five years and Trellis Company for one year. Outside of advisory roles, Shanti has been involved with World Financial Group Insurance Agency since 2017. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Scott Kuharski is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2005 and also has a longstanding role at Quantum Pension Services since 1995. Outside of his advisory work, Kuharski owns a business involved in selling life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Sage Advisory Services Ltd Co, and Citigroup Global Markets. 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 supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, analytical approaches, and maintains multi-custodian relationships.

Jennie Sanders is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at TIAA-CREF in Austin, TX. Her prior experience includes roles at Ellevest and WealthEdge. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Jennifer Hope is a financial advisor at Kestra Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services, Kestra Investment Services, CUSO Financial Services, and Amplify Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors, with services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Stuart Smith is a financial advisor at Creative Planning with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2024, he worked at ML & R Wealth Management LLC and Maxwell Locke & Ritter LLP. Outside of his advisory role, he is the managing member of A'Moose Bouche, LLC, a real estate holding partnership. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and comprehensive retirement plan services.

Andrew Schwartz III is a financial advisor with Hightower Advisors, holding a Series 63 designation and 30 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner for tax matters at Landpoor Ltd. and operates as an independent insurance agent specializing in long-term care and life/accident/health insurance through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research to construct diversified portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Steven Cox is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial from 2006 to 2023 before joining Kestra in 2023. Cox is the managing member and 50% owner of SHC Financial, LLC, where he oversees financial operations and tax compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Hollosy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held positions at Charles Schwab & Co., Inc. and USAA Financial Planning Services, among others. Hollosy is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Elizabeth St Paul is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at New York Life and NYLife Securities LLC. Outside of her advisory role, she serves as an unpaid member of the State Board of Directors for Texas CASA, a nonprofit organization that trains volunteers to mentor children in Texas' foster care system. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked with Inspire Financial Group and US Retirement & Benefits Partners DBA Inspire Financial Group since 2018. Outside of his advisory role, Hart serves as an elder of the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mireya Jimenez is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials, and has two years of industry experience. She has worked with Penwell Treta Wealth Management and operates a separate business selling Medicare, life, and healthcare insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on ERISA Section 3(38) fiduciary roles, education, and support. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios, offering a range of investment options from conservative to aggressive.

Matthew Baldeck is a financial advisor with Hightower Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior experience includes roles at Hightower Securities, Securities America, Arbor Point Advisors, and positions at Western Kentucky University and the University of Michigan. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Noah Lee is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Elkwood Capital, and the University of Texas at Rio Grande Valley. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both in-house and external strategists, delivering services through a large network of investment adviser representatives.

Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

John Burmeister II is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, LLC, and Kestra Investment Services, LLC. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates as a large advisor network offering a variety of portfolio management and financial planning services through different account management approaches and platforms.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Timothy Cors is a financial advisor at &PARTNERS in Austin, TX, holding a Series 66 designation with 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 18 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary management platforms.

Robert Borham is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, as well as extended tenure at TIAA and TIAA-CREF. Outside of his advisory work, he serves as a soccer referee for youth and adult leagues and is a voting member of the board of trustees at The Griffin School College Prep. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutions, often those affiliated with TIAA retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing portfolio management through customized and model-based approaches.