Matthew Marcom is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Advisors LLC, NEXT Financial Group, and S.B. Value Partners, L.P. Since 2011, he has also served as an expert witness in securities litigation. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-driven investment approach incorporating both active and passive strategies across various risk profiles and provides services such as financial planning, portfolio management, and retirement plan solutions.

Alan Liljegren is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of his advisory role, he is affiliated with RoRo Es Loco, LLC, a non-investment business. He works within Park Avenue Securities, a Guardian Life subsidiary that offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and diverse financial planning solutions.

Cameron Filbrandt is a Series 66-registered advisor with Ameritas Advisory Services, LLC, based in Cedar Park, Texas. He joined Ameritas and its affiliated companies in 2026 and has a diverse background including roles in structural steel, education, and banking. Cameron also operates a self-managed business under the O'Keefe Group/Solutions name. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through various program platforms, utilizing both firm-developed and third-party models alongside a broad product set.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Anne Trinh is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at M Holdings Securities, Inc., M Advisory Group, and Waddell & Reed. She serves as a volunteer board member for the Christian Foundation of America and is the executive director of the 2Fish Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and supports clients with multiple management platforms and third-party solutions.

Robert Huntley is a CFP® and ChFC® licensed financial advisor with 41 years of industry experience. He is currently with Carson Wealth and has held prior roles at Cetera Advisor Networks and LPL Financial. Huntley is also the author of the book "Retire is a Verb." Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and monitor model portfolios with both fundamental and technical analysis.

Carol Chaney is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior work includes 13 years at LPL Financial and more recent roles at LPL Enterprise LLC and WFGIA. She is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach through multiple program platforms and third-party managers, serving clients via a large advisor network with approximately $1.7 billion in regulatory assets under management.

Darin Hall is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, E*TRADE Capital Management, E*TRADE Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

Jon Fletcher is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at SPC since 2017 and also operates Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. Fletcher is involved with the West Austin Chamber of Commerce and is a managing member of Prime Wealth Properties, LLC, which owns the office condo housing his practice. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a broad range of fiduciary and non-fiduciary retirement services.

Bruce Edwards is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2008. He holds the Series 66 designation and operates out of Round Rock, TX. In addition to his advisory role, Edwards is involved in tax preparation services conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers comprehensive advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Alexander Sweeney is a financial advisor with Integrity Alliance, LLC in Cedar Park, TX. He holds Series 66, Series 63, and Series 65 licenses and has four years of industry experience. Prior to joining Integrity Alliance, he worked at The Vanguard Group and has experience in fixed insurance sales. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary accounts with access to third-party managers.

Joshua Ford is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at LPL Financial and Thrivent Financial. Outside of his advisory work, he provides private baseball instruction for children in Cedar Park, TX. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining predominantly long-term strategies with options for shorter-term trading and discretionary or non-discretionary account management.

Christian Zajac is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Colonial Savings, F.A. from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services closely tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Mitchell Shubert is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he serves as an agent for non-securities insurance products. 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, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at scale with over 1,200 advisors.

Harold Rives III is a financial advisor with Private Advisor Group, LLC, bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The New England Guild, Inc. He serves on the board of Voce, Inc., a professional choral ensemble, and participates on the investment committees for St. John's Episcopal Church and the New Britain Museum of American Art. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while offering both proprietary and third-party managed account solutions.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He is also a managing member of Coordinated Financial, LLC, where he oversees fixed insurance and annuity sales, and a partner at The National Wealth Group, involved in recruiting and training new agents. Hughes has worked with Ameritas and its affiliates since 2011 and previously with Coordinated Financial Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management and financial consulting through various program platforms and leverages affiliated entities and third-party resources to expand investment options.

Jonathon Mcadams is a financial advisor at Fifth Third Securities, Inc. based in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at Linscomb & Williams, The Bank of San Antonio Wealth Advisors, Mariner Wealth Advisors, and BOK Financial Private Wealth, among others. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating advisor-directed models, SMA strategies, and tax-efficient solutions.

Nadim Eldahdah is a Series 66-registered financial advisor with Valic Financial Advisors, based in Leander, TX, with six years of industry experience. His prior work includes roles at Spring Smiles Dental Group and Orthodontics and Houston Methodist Hospital. Outside of advising, he is involved as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion across nearly 300,000 clients and utilizes centralized technology and third-party model solutions.

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years and LPL Financial for 3 years. Outside of his advisory role, he serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.