Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

George Sinnott is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sinnott has been associated with Kestra Advisory Services since 2016 and has also been involved with Kestra Investment Services and Fusion Financial Group since 2003. He is the president of Sinnott Wealth Management, Inc., where he oversees company activities and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Bradley Hubbard is a financial advisor with Hornor, Townsend & Kent, LLC in Austin, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Hornor, Townsend & Kent since 2017 and is also associated with Penn Mutual Life Insurance Company since 2016, where he works in life insurance brokerage and agent recruiting. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services with discretionary and non-discretionary investment options, managing over $8 billion in discretionary assets as of late 2025.

Zachary Nogra is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, he has worked with Bankers Life and Casualty, Inc., Bankers Life Securities, Inc., and Kestra Investment Services, LLC. Outside of financial advising, he serves as a Special Advisor for Esther's Follies, a longstanding Austin comedy theatre, providing operational insights and vendor relations. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

John Wesley is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports discretionary trading within a broad supervisory framework.

Michael Westbrooks is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks and the City of Plano. Westbrooks is CEO and partner at Westbrooks Dugger & Westbrooks Financial, Inc., and serves on the board of the Dallas Life Foundation. He is also involved in tax and accounting services through ownership of WDW Tax Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, and investment management. The firm serves a broad client base including large institutional investors and sovereign wealth funds, with access to multiple management platforms and third-party solutions.

Michael Pemberton is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. Prior to joining Kestra, he worked at Kovack Securities, Inc. and Kovack Advisors, Inc. from 2009 to 2018, and briefly at WFG Advisors, LP and Equity Services, Inc. He operates under the business name Strategic Stewardship, providing financial planning and investment advisory services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving institutional investors such as sovereign wealth funds.

Jaeson Lister is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Lawrence Brown is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Stone Oak Wealth Management and Charles Schwab (including the Schwab Bank subsidiary). PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm employs algorithm-driven portfolio construction using mutual funds and ETFs, with implementation and oversight delegated to third parties.

Timothy Webster is a financial advisor with Planmember Securities Corporation based in Austin, TX. He holds a Series 63 designation and has 30 years of industry experience. His work history includes roles at Compass Financial Services, Irm Distributors, Inc., and Horizon Financial. Webster is also the proprietor of Educators Financial Seminars, an investment-related business offering insurance and financial education. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and separation counseling to plan sponsors and participants.

Dimitrian Jimenez is a CFP® professional with one year of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners, he held positions at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. He also spent seven years at Texas Tech University early in his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening, and operates multiple private-market investment programs alongside affiliated pension consulting and insurance services.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Glen Ellis Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya-affiliated firms since 1993. Outside of advisory work, he receives author royalty income and serves as a notary public. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment recommendations, operating both as a registered investment adviser and a broker-dealer.

Blake Davis is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his current role, he worked at Instacart and Austin Community College. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Christopher Maurer is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Kestra Advisory and has previously worked at firms including The Ameriflex Group, Inc., SAGEPOINT FINANCIAL, and practiced law as a self-employed attorney for 25 years. Maurer holds board positions with Tanglewood Condos and Intact America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Todd Anderson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kestra Advisory and its affiliated entities since 2003 and also serves as treasurer for Beth Eden Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals, offering a range of services such as fiduciary consulting, plan design, and employee education. The firm supports complex investment solutions through multiple management platforms and serves clients including large institutional investors and sovereign wealth funds.

John Wahl is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to joining Kestra, he worked seven years at One Bridge Wealth Management and Commonwealth Financial Network, following four years at Wunderlich Securities Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.

Herbert Flores is a CFP® with six years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior roles include positions at Mission Wealth Management, JPMorgan Chase Bank, and J.P. Morgan Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to manage diversified holdings across various asset classes.

William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2010, including ten years at Charles Schwab Bank SSB. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research.

David Bregger is a CFP® with 42 years of industry experience, currently serving at Savant Wealth Management since 2026. He has held advisory roles at firms including Exencial Wealth Advisors, LLC, Cambridge Investment Research Advisors, and Weinheimer Wealth Management. Mr. Bregger serves on the Investment Committee for the Diocese of Austin, Texas, providing guidance on investment manager selection for the priest’s pension plan and endowment fund in an unpaid volunteer capacity. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation using mutual funds and ETFs with actively managed strategies, supported by integrated accounting, legal, and trust services.