Michael Voltin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Prior to joining Concurrent in 2024, he worked at Bank of America, Merrill, and Axa Advisors. He serves on the board of CoSource, Inc. and is involved with The Dan and Patricia Pickard Scholarship Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and over 13,000 clients.

Joshua Roberts is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been associated with Roseman Wealth Advisors and Kestra Advisory since 2015 and holds an ownership position at Roseman Wealth Advisors. Roberts also serves as a director for the East Texas Communities Foundation, contributing to investment committee activities and governance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Blair Applegate is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Kestra since 2015 and serves as President and Chairman of Pacific Coast Wealth Management, a related entity. Outside of his advisory work, he holds board positions with the Golden State Pops Orchestra and the Entertainment in Music Association, and volunteers as assistant director for the Laguna Open Beach Volleyball Tournaments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, multiple management platforms, and complex investment solutions within a supervisory framework.

John Knight is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and Allianz Life Insurance Co. Preferred since 2014. Outside of his advisory work, he is involved with the Georgetown Church of the Nazarene. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, leveraging proprietary and third-party investment models with both discretionary and non-discretionary program options.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and over 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Southwest Securities Inc for eight years. Outside of his advisory role, he is involved in oil and gas property leasing for royalties and mineral interests. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for clients with net worth above $20 million.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.

Vanessa Mcelwrath is a CFP® professional with 11 years of industry experience. She joined Creative Planning in 2024 after working at Ml&R Wealth Management, LLC from 2013 to 2024. Based in Austin, TX, she provides financial advisory services within a large enterprise firm. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Page Pittman is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Pittman Financial Group, LLC, Principal Securities Inc, and Principal Life Insurance Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages substantial institutional assets.

Ryan Salah is a CFP® professional affiliated with Kestra Advisory in Austin, TX, with 11 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company, each spanning eight years. He is a member of Meridian Tax Advisory, LLC, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Jacob Pais is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and its affiliated entities. Outside of his advisory role, Pais is involved in tech recruitment and owns a mattress retail business in Austin, TX. 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, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Alison Cassorla is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with four years of industry experience. Before joining Cerity Partners in 2026, she worked at Austin Private Wealth, LLC for five years and was self-employed in 2020. Cassorla also spent 20 years with Shalom Austin. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services featuring a proprietary investment framework that integrates quantitative screening with both third-party and direct security selection, along with access to private market strategies and OCIO services.

Benjamin Brajtbord is a financial advisor with Kestra Advisory in Austin, TX. He holds the Series 66 designation and has 12 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and other large institutional investors.

Carrie Cocanour is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior work history includes roles at Ziply Fiber, Goosehead Insurance, Unite Private Networks, and Charter Communications. Outside of advisory work, she is involved as a wholesale account member for a wellness supplements business. 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 services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Matthew Carbray is a CFP® and ChFC® with 24 years of industry experience, currently serving with Kestra Advisory Services since 2016. He has been affiliated with Kestra Investment Services since 2006 and previously worked at New England Securities. Outside of his advisory role, he is a minority owner of West Hartford Brewing and Roasting LLC and serves as a board trustee for the Hartford Boys and Girls Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions under a robust supervisory framework.

Matthew Logan is a CFP® professional with 22 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at Cetera, TMRW Wealth, and Summit Financial Group Inc. Outside of his advisory role, he is involved with a charitable organization that coordinates auctioned trips to support community giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Nicholas Parnell is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 credential. He has one year of industry experience and has worked at Goldman Sachs since 2021. Outside of his advisory role, he works part-time as a high school basketball referee in Central Texas. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Daniel Schwartz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across mutual funds, ETFs, alternative investments, and custom indexing.

Hani Farid is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at Empower Financial Services, GWFS Equities Inc, FCS Group, David Lerner Associates, and Vantage Consulting Group. He serves as Vice President of the Board for Keep Austin Fed, an organization addressing food insecurity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kip Reagor is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 designations and 34 years of industry experience. He has been with Oppenheimer & Co since 2002. Outside of his advisory role, he owns and manages a water cooler rental business. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Ramona Dalton is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she holds a position as an agent at Agia, where she is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing a centralized technology platform and model solutions to manage assets for a large client base.