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 at Cerity Partners LLC with one year of industry experience. He previously worked at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. His background also includes seven years at Texas Tech University. Cerity Partners serves a diverse range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Tobias Bekele is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and based in Austin, TX. He has one year of industry experience and has previously worked at Charles Schwab & Co., Inc, Evensky & Katz / Foldes Wealth Management, and Prosperity Bank among other roles. His background also includes experience outside finance with the Aaron Family Jewish Community Center of Dallas. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market investments for qualified clients.

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 and currently serves as a financial advisor at Farther. He previously worked 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, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

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.

Julian Saldana is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at firms such as Lion Street Financial, Kestra Investment Services, Mass Mutual Investors Services, Metlife Securities, New England Securities, and Equitable Advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a variety of advisory program options.

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® and Series 66 registered financial advisor with 19 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2026 after six years at Austin Private Wealth and twelve years at Ameriprise Financial Services. Wagner serves as the treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and offers access to alternative and private market solutions through various affiliated platforms.

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 with Goldman Sachs Wealth Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018, including a prior role at AYCO, a Goldman Sachs company, and has experience at Union College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem and affiliated capabilities to deliver tailored wealth management solutions.

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.