Alison Cassorla is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Austin Private Wealth, LLC for five years and was self-employed for one year. Before her advisory career, she spent two decades with Shalom Austin, a community organization. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a wide range of services such as discretionary and non-discretionary investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Nicholas Parnell is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 credential. He has one year of industry experience and has worked at Goldman Sachs since 2021. Outside of his advisory role, he works part-time as a high school basketball referee in Central Texas. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Daniel Schwartz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across mutual funds, ETFs, alternative investments, and custom indexing.

Hani Farid is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 17 years of industry experience. His work history includes positions at Empower Financial Services, GWFS Equities Inc, FCS Group LLC, David Lerner Associates Inc, and Vantage Consulting Group. He serves as Vice President of the Board for Keep Austin Fed, an organization addressing food insecurity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kip Reagor is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 designations and 34 years of industry experience. He has been with Oppenheimer & Co since 2002. Outside of his advisory role, he owns and manages a water cooler rental business. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Ramona Dalton is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she holds a position as an agent at Agia, where she is involved with non-securities insurance products. 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 multiple wrap programs, utilizing a centralized technology platform and model solutions to manage assets for a large client base.

James Mc Kinley is a financial advisor at Savant Wealth Management in Austin, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Savant, he worked at Exencial Wealth Advisors and has experience at Spirit Ice Arena. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management 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.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Bradley Hubbard is a financial advisor with Hornor, Townsend & Kent, LLC in Austin, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Hornor, Townsend & Kent since 2017 and is also associated with Penn Mutual Life Insurance Company since 2016, where he works in life insurance brokerage and agent recruiting. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services with discretionary and non-discretionary investment options, managing over $8 billion in discretionary assets as of late 2025.

Jaeson Lister is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

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 with one year of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners, he held positions at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. He also spent seven years at Texas Tech University early in his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening, and operates multiple private-market investment programs alongside affiliated pension consulting and insurance services.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Glen Ellis Jr. is a financial advisor at Voya Financial Advisors, Inc. in Austin, TX, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Voya since 2014. Outside of his advisory role, he receives author royalty income and works as an independent insurance agent as well as a notary public. Voya Financial Advisors serves a broad client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides various advisory services through multiple program structures, primarily offering non-discretionary recommendations across financial planning, portfolio management, and plan-sponsor consulting.

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 bringing 15 years of industry experience. He has worked at Charles Schwab since 2010, including a decade at Charles Schwab Bank and a year with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

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.