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.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. Her prior roles include positions at Milliman, Austin Independent School District, Diversified Investors Securities Corp., and Wells Fargo Investments. She holds Series 63, Series 65, and Series 66 credentials. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, alongside private market access and various institutional 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 at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

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.

James Scully is a financial advisor with TIAA-CREF in North Liberty, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Edward Jones, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory work, he is the owner of an investment-related LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing management under a fiduciary standard.

Henry Conkle is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Allstate Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities. He has also served as a youth sports referee with the Texas Association of Sports Officials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, utilizing multiple management platforms and third-party solutions.

Elwis Johnson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior work includes positions at Edward Jones and Waddell & Reed, as well as ownership of The Way Consulting. Outside of his advisory role, Johnson serves as Chapter President of the Omega Psi Phi Fraternity’s XAA Chapter, where he leads community service activities and mentors youth, and he is also involved in cigar production and distribution through JT Reserve. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and both institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and the management of advisor-directed accounts. The firm serves a wide range of clients, including large institutional investors, and supports recommended investments through comprehensive due diligence.

Amber Scarborough is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and has previously worked at LPL Financial and Cetera Wealth Services. Scarborough is a co-founder of Entirety Financial and serves on the boards of Wild Now, a nonprofit focused on the adoption and care of wild mustangs and burros, and the South Austin Rotary Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an internal Investment Committee.

Jerry Mc Donald is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

Neal Cloer is a financial advisor with Principal Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 10 years with Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he also works as an insurance agent specializing in life, disability, annuities, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Stefanie Morton is a financial advisor with Kestra Advisory in Austin, Texas, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2006 to 2026. Outside of her advisory role, she serves as President on the Board of Directors for the Ark & Compass Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and distributing multiple management platforms and third-party solutions.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

James Duncombe is a financial advisor with Kestra Advisory Services in Austin, TX, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. His career includes roles at Waddell & Reed and Thrivent Financial, and he is also an author. Duncombe manages day-to-day operations as a 50% owner of Duncombe Financial Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions.

Effimia Karides is a financial advisor at Brown Advisory with 11 years of industry experience. She has worked at Brown Advisory since 2016 and previously at Blackhawk Wealth Management from 2014 to 2017. She holds the Series 65 designation and is based in Austin, TX. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, as well as private-fund and venture programs.

Judith Garber is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked with Kestra Advisory Services LLC since 2021 and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Garber is also president of JSG Financial Services Inc., where she provides CPA services including preparing financial statements and tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Tyson Mavar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including The Retirement Group and LPL Financial prior to his current role. Tyson is based in Las Vegas, NV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Mitchell Allen is a financial advisor with Kestra Advisory, holding a Series 66 designation and nine years of experience in the industry. Prior to joining Kestra Advisory in 2022, he worked at ProEquities, Inc. and Security Financial Management Inc. He has experience providing investment advisory services and offering various insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves several notable client types, including sovereign wealth funds.

Rodger Ewy is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. He has also worked in the biomedical research field and at Georgetown University. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement plan consulting, and advisory programs.