Leslie Mangaccat is a financial advisor with Cetera, holding a Series 66 designation and bringing 28 years of industry experience. Prior to joining Cetera in 2023, Leslie worked at Voya Financial Advisors from 2014 to 2021 and has been associated with Cetera Wealth Services, LLC since 2021. Leslie is also involved with Himelick Financial Group, where she assists with planning, rebalancing, and portfolio analysis. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers and a wide range of program options.

Timothy Bicknase is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Daniel Josey is the Branch Leader at Fidelity Investments in Austin, where he leads a team of financial professionals providing service and planning. He has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Business Analyst, Client Service Team Lead, and Investment Solutions Representative. Daniel holds an Arkansas Insurance License. Outside of work, he enjoys board games, camping, hiking, outdoor adventures, parenthood, and reading.

Than Nguyen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Round Rock ISD, as well as service in the United States Marine Corps. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, combining centralized custody and operational services with multi-asset model portfolios and alternative investment options.

James Cavner is the principal of Cavner Social Enterprises, LLC, an investment management firm based in Austin, TX. He holds a Series 63 designation and has 40 years of industry experience. Prior to founding Cavner Social Enterprises in 2014, he worked at WCL Partners, LP and M. Holdings Securities, Inc. Cavner is also Chief Mission Officer of Design Run Group, LLC, a healthcare innovation company focused on vulnerable communities, and serves on the board of Austin Together, a nonprofit fostering collaboration among Central Texas organizations. Cavner Social Enterprises primarily refers clients to third-party investment advisers and provides financial planning and consulting services, including philanthropic and community planning. The firm does not manage client assets directly and offers consulting services to other registered investment advisers as well as individual clients.