Jason Mc Carthy is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management, where he has worked since 2021. His prior experience includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, BBVA USA, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists and implements investments primarily through mutual funds and ETFs with annual rebalancing.

Aleksandar Krakovic is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors and OSAIC. Krakovic is also the owner of Biscayne Wealth Management, Inc., a pass-through entity involved in banking and credit activities for the business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes 15 years at Legend Equities Corporation and a longstanding association with Great American Reserve since 1991. Crook serves on the boards of Partners in Hope Ministries and the Michael James Cotton Foundation, both nonprofit organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Steven Goldstein is a CFP® professional with 23 years of experience in financial advisory services. He has been with Kestra Advisory and its affiliated entities since 2015 and holds a vice president role at oXYGen Financial, Inc., where he provides financial planning, advice, and investment services. Goldstein also participates in insurance sales and the administration of financial dashboard services through related businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Christy Shelton is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allfluent Wealth Management and Commonwealth Financial since 2014. Outside of her advisory role, she operates a social event coordination business. 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 support services, including discretionary model portfolios and customizable investment solutions.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Sonia Ortega Knight is a financial advisor with Truist Advisory Services in Austin, TX. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her prior work includes nearly a decade at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program that incorporates discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Miranda Barcena is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. She has been associated with Barcena Financial Group, Principal Securities, and Principal Life Insurance since 2023. Outside of advisory work, she serves as the Director of Education for Financial Women in Texas, where she leads educational programming and a mentoring initiative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, employing multiple advisory and promoter arrangements to support client investment implementation and advisor business development.

Kieu Turk is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She is currently with Cerity Partners LLC and previously worked for Austin Private Wealth, LLC for ten years. Outside of her advisory work, she has ownership interests in real estate and a real estate-related business in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Maury Breazeale is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Breazeale serves as owner and principal of Breazeale Wealth Management, a DBA operating under Kestra Investment Services. He is also a member of the finance committee at Christ United Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and employee education, with access to multiple management platforms and third-party managed solutions.

Nicholas Messer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. In addition to his advisory role, he is a partner and financial advisor at The Wiser Financial Group, where he provides financial advice and participates in company decision-making. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence across multiple management platforms and third-party solutions.

Michael Lam is a CFP® with eight years of industry experience, currently serving as an Investment Adviser Representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for nine years and has held roles in advisory services and financial planning. Lam is also an owner of an insurance business providing life insurance, long-term care insurance, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Kenneth Hamilton is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Kestra Advisory and has previously worked at Cetera and Foresters Advisory Services. In addition to his advisory role, he manages an insurance planning LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Tyler Weir is a financial advisor at Kestra Advisory with a Series 65 designation and three years of industry experience. His prior roles include positions at Cardinal Capital Management, Gettings Reed Financial, Aurora Financial Strategies, Chariot Automotive, and the San Diego Padres. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.

David Dunn is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020, and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance and serves as sole manager of a family limited partnership. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to mutual funds, ETFs, alternative investments, and customized portfolios.

Michael Liddell is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Citigroup since 2017 and has also been associated with Raymond James Financial Services since 2013. His prior experience includes a brief tenure at Rodan and Fields in 2016. Citigroup Global Markets serves individual and institutional clients through a variety of advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth segments.