John Burmeister II is a financial advisor with Integrity Alliance, LLC in Austin, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Advisors and Lion Street Financial, LLC for 12 years and Kestra Investment Services, LLC for 8 years. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm’s network includes over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and third-party manager referrals through a variety of discretionary and non-discretionary investment approaches.

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.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Nora Rocha is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2024, she worked for UBS Financial Services for 11 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor at Valic Financial Advisors in Austin, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Agia, Angi Services, Equitable Advisors, and Quest Trust Company. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

Gordon Willoughby is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 33 years of industry experience. His work history includes long-term roles at both Guardian Life Insurance Company and Park Avenue Securities since 2010. In addition to his advisory duties, he is licensed in property and casualty insurance and occasionally reviews and sells auto and home coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser and a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Lily Ku is a CFP® with 22 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Pillar Pacific Capital Management and PACWEST Financial Management. She operates out of Austin, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Dayton Smith is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Creative Planning, he worked at ML&R Wealth Management, Kestra Investment Services, Charles Schwab, and H-E-B. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Corey Burkhart is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at State Farm and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and primarily serves individual clients without discretionary trading authority.

Sarah Schoeplein is a financial advisor with Principal Financial Services, holding a Series 66 credential and two years of industry experience. Prior to joining Principal, she worked at 6Pillars Financial Services and has experience in the sales and service of outside fixed insurance products. Outside of finance, she has been involved with Infernos Wood Fired Oven and Spirits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Antonio Betancourt is a CFP®-designated financial advisor with four years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at Gentry Financial Group, Financial U, and Purshe Kaplan Sterling Investments. He operates a self-employed business providing insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Charles Dial is a financial advisor at AE Wealth Management, LLC in Round Rock, TX. He holds a Series 65 designation and has been working in the industry since 2023. His prior experience includes roles at Alto Financial Group, Smarter With Money LLC, and Concordia University Texas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach, managing approximately $49.8 billion through standardized model and direct asset management programs.

Jeffrey Reynolds is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Travelers Insurance Group. He is also the owner and president of Reynolds Financial Group and serves as Business Development Director at VIP Insurance. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital investment program.

Maya Werner is a financial advisor at Commonwealth Financial Network with a Series 66 license and two years of industry experience. She has worked at both PlanWise Financial Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

Stuart Bernstein is a financial advisor at Prime Capital Financial with Series 63 registration and over a year of industry experience. His prior roles include positions at Sinecera Capital, LLC and Capridge Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing diverse investment strategies and maintaining affiliated tax advisory and consolidated reporting capabilities.

John Schlesinger is a financial advisor with Hightower Advisors in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He previously worked at Frontier Investment Management Co for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse 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 along with proprietary research and various investment vehicles.

Michael Bien is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at AGIA and IntegraShare Solutions, Inc. Outside of his advisory work, he is an agent 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 unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to support a high client-to-advisor ratio.

Jacob Adams is a CFP® professional affiliated with Principal Financial Services in Austin, TX, with 18 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for nine years and held roles at Realized Financial, Inc. and WealthForge Securities before joining Principal in 2025. Adams is also licensed as an insurance agent, involved in the sale and service of life, annuities, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.