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.

Gregory Johnson is a financial advisor at Integrity Alliance, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lion Street Financial, Ohio National Insurance Company, and THE O.N. Equity Sales Company. He is a member of the Estate Planning Team, a multidisciplinary group that collaborates on wealth preservation and estate protection strategies, including capital gains tax deferral solutions such as the Deferred Sales Trust. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers portfolio management, financial planning, and both discretionary and non-discretionary advisory services, utilizing a variety of investment platforms and approaches.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Creative Planning in 2026, she worked at Milliman for three years and spent 11 years at Diversified Investors Securities Corp. and Diversified Investment Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with selective private market exposure and fiduciary-advised retirement services.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.

Edward Wingrove is a financial advisor with &Partners in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of his advisory work, he is involved as a managing member or owner of several family entities related to personal residences and a minority interest in a restaurant. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines brokerage and advisory services, employing a range of investment strategies with both proprietary and third-party solutions.

Duncan Campbell is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at firms such as Charles Schwab and Transamerica Life Insurance Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.