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 with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advising, he derives author royalty income and is also a licensed independent insurance agent and notary public. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary arrangements.

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.

Jose Feliciano Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes long tenures at Lion Street Advisors and Woodbury Financial Services, Inc. Beyond his advisory work, he owns the Jose Feliciano Foundation, a nonprofit organization involved in charity events and fundraising, and is active as a keynote speaker and author. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing multiple platforms and approaches to portfolio construction.

William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab since 2010, including a decade at Charles Schwab Bank and a year with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

David Bregger is a CFP® professional with over 41 years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors, Ameritas Advisory Services, Cambridge Investment Research Advisors, and managing his own firm, Bregger & Associates, LLC. He volunteers on the Investment Committee for the Diocese of Austin, providing guidance on investment manager selection for the priest's pension plan and endowment fund. Savant Wealth Management offers comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Julian Saldana is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience and has previously worked with Lion Street Advisors, Kestra Investment Services, MassMutual, and MetLife Securities. Outside of his advisory role, he is a personal rental property owner. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Jason White is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2008, including roles at Kestra Investment Services and prior employment at Charles Schwab. Outside of his advisory work, he participates as a user testing participant, providing feedback to improve digital products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, vendor benchmarking, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Zachary Brady is a financial advisor at Kestra Advisory with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Morgan Stanley, Dominos, FedEx, and Weis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide 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. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Alex Wagner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Wagner serves as treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management emphasizing diversified asset allocation across various asset classes and provides a broad range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Richard Yontz is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2025. He previously worked for Lincoln Financial Securities Corporation from 2008 to 2025. Outside of investment advisory, he owns Partners Financial Services, which provides insurance advice and sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including vendor searches, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Devin Coffey is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, with prior experience at Union College and AYCO, a Goldman Sachs company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and a range of advisory platforms integrated with other Goldman Sachs affiliates.

Laurie Cookson Silvestri is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a client base that includes large institutional investors and sovereign wealth funds.

Ann Dickerson is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Hill, Wilder & Associates prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services ranging from fiduciary consulting and plan design to employee education and advisor-managed accounts, managing approximately $79.8 billion in assets.

John Keeney is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at CONCOURSE FINANCIAL GROUP SECURITIES and VOYA Financial Advisors. In addition to his advisory work, he serves as president of Quantitative Wealth Management, which provides insurance and fixed insurance product sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of clients, including institutional plan sponsors and individuals. The firm provides services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support investment recommendations.

Graciela Molina is a financial advisor at Kestra Advisory with a Series 65 designation and one year of industry experience. Her background includes multiple roles at the University of Houston Bauer College of Business and a prior position at Higginbotham. She is also involved with Molina's Cantina, an entrepreneurial venture she has managed since 2020. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets and notable institutional investors.

Alex Pollard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he spent one year with Ameriprise Financial Services, Inc. Outside of his advisory role, Pollard is involved in property management and construction through ownership of Pollard Enterprises, LLC, and manages additional rental property businesses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors.