Richard Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. He previously worked at Northview Asset Management for seven years. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and nonprofit organizations, through a network of over 400 independent advisors. The firm employs various portfolio management strategies and acts as a fiduciary under written advisory agreements.

Ann Connolly is a CFP® with 23 years of industry experience, currently serving as a financial advisor at &Partners since 2025. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of advisory work, she owns and manages several business ventures in Dripping Springs, TX, including a ranch, Airbnb rentals, and a land development company. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Scott Gidley is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been affiliated with United Planners since 2006. Gidley is also president of Stavreti Scholarship, Inc., which awards an annual scholarship to a graduating varsity baseball player at his high school alma mater. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

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.

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.

Castulo Vera is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at First Command Insurance Services and affiliated entities from 2018 to 2026. He also owns Vera Family Financial Services, LLC, which he established to support his previous work with First Command. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model offering currently available as an invitation-only employee pilot. The program uses algorithm-driven risk assessments and invests through mutual funds and ETFs with annual rebalancing.

Edward Wingrove is a financial advisor with \u0026Partners in Austin, TX, holding a Series 63 designation and over 35 years of industry experience. His prior firms include Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of his advisory role, he is a managing member of several family LLCs that own real estate and a minority interest in a restaurant. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Matthew Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, with five years of industry experience. He holds the Series 66 designation and previously worked at Northview Asset Management. His background includes nine years of full-time education before beginning his advisory career. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary under written agreements.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Theresa Clements is a financial advisor with Empower Advisory Group in Leander, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Empower Financial Services, Colonial Life, and Paycor. She continues to receive trailing commissions from Colonial Life on previously sold business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

John Alexander is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Ampersand Partners LLC and \&Affiliates Capital LLC, participating in strategic and financial oversight of these wealth management and financial advisory holding companies. \&PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and nonprofit organizations, offering investment management, financial and tax planning, and retirement services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supported by both proprietary and third-party strategies.

Ryan Gilchrist is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also involved with Agia and owns Imperial Cashmere, a luxury cashmere apparel business selling handmade scarves, beanies, and gloves. Valic Financial Advisors serves primarily individual clients, including high net worth and ultra-high net worth investors, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors and a focus on centralized technology and model-based investment solutions.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to her current role, she has worked with Agia and the University of Cincinnati. Outside of financial advising, she is co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products online. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm manages assets at scale, utilizing discretionary unified managed accounts with model portfolios and overlay services.

Patricia Goodrich is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and six years of prior experience in orthodontics. She joined Mercer Global Advisors in 2024 and has been with the firm since. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sanctuary Advisors in 2020, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2018 to 2020. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple investment approaches and acting as a fiduciary when an advisory agreement is in place.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

William Collins is a Certified Financial Planner (CFP®) with over 42 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation for several decades. Collins also works as an insurance agent, assisting clients with life insurance and long-term care insurance needs. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory services, financial planning, and access to multiple portfolio management platforms through a large network of affiliated advisers.

Caleb Johnson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, BBVA Securities, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.