Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nearly a decade with Raymond James Financial Services. Beyond advising, he serves as managing member and owner of several SAGE-affiliated entities involved in strategic business management and entrepreneurial advisory roles. SAGE Private Wealth Group is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring using a variety of investment vehicles.

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Smile Power Orthodontics for seven years. He is a co-member of 1000 YVR, LLC, an entity owning an owner-occupied building housing his spouse’s orthodontic practice. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers both ongoing portfolio management and financial planning alongside sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Guerry Harris is a CFP® professional at Paragon Capital Management LLC with 31 years of industry experience. He has worked at Paragon since 2019 and previously spent 13 years at Charles Schwab Bank and Charles Schwab. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, and estate-planning support. The firm employs fundamental analysis across a range of investment vehicles and maintains longer-term portfolio positions, adjusting as client needs or market conditions change.

Kurt Schliemann is a financial advisor at Painted Porch Advisors LLC with 20 years of industry experience. He has held positions at JP Morgan Securities LLC and Trailrunner International before joining Painted Porch Advisors. Outside of his advisory role, he serves as an investor and business advisor for UNITY COLLAB, a charity organization based in Southlake, TX. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including proprietary private funds for accredited investors.

Barrett Tabeek is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm uses a multi-method investment process that includes fundamental, macroeconomic, technical, and ESG analysis across traditional and alternative asset classes, employing both in-house and third-party portfolio management.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC in Austin, TX. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at ActiTrust, he worked at firms including OpenText and LendFriend Home Loans. He is also a Senior Sales Advisor at Jet Fly Aviation, a company specializing in luxury private jet services and aircraft management. ActiTrust Wealth Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing both fundamental and quantitative analysis across a range of investment vehicles and strategies. The firm serves a significant non-U.S. client base and operates an affiliated entity offering family-office services to international clients.

Derek Jones is a financial advisor at The Institute with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sowell Financial Services and Concert Wealth Management. Outside of his advisory role, he is a principal in two businesses focused on fuel reclamation and business consulting. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple offices and private funds.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is also an independent insurance agent operating in Austin. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. The firm employs a multi-factor proprietary quantitative screening combined with fundamental research to implement diversified strategies across equities, fixed income, ETFs, and managed portfolios.

Richard Bach is a financial advisor at Dash Investments in Austin, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally focusing on accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach with integrated tax planning and monthly portfolio reviews.

Eric Lane is a CFP® with 28 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. His prior roles include positions at Dimensional Fund Advisors for nine years, as well as shorter tenures at Cetera and 4 Life Wealth Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

James Clarren is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including American Trust Investment Services and DCL Assets. In addition to advisory services, he is involved in fixed insurance activities. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning, including services for complex estate, tax, and business matters.

Matthew Warner is a financial advisor at Peak Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Peak Financial Planning, he worked at Dimensional Fund Advisors and Weaver. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across retirement, college funding, estate planning, tax strategies, business planning, and employee benefits. The firm employs an investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating multiple strategies and active monitoring within a fixed-fee subscription model.

John Lawson is a financial advisor with M Holdings Securities, Inc. in Austin, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with M Holdings since 2001 and also operates Waxman Lawson Financial. Outside of advisory work, Lawson serves as a trustee for several trusts and is a trustee of Acton Business School, an MBA institution in Austin. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by third-party sub-advisors and advanced platform providers.

Michael Delafuente is a financial advisor with Mutual Advisors, LLC in Austin, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at USCA RIA LLC, USCA Securities, LLC, and Wells Fargo Clearing. He is also the managing member of Nfuse Capital, a financial services firm. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services employing both active and passive investment strategies, with a notable presence in institutional management and unique operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Alexander Garcia is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Stone Asset Management, Inc., Beyond U, Inc., and Wealth Analytics Partners, LLC. He is based in San Diego, CA. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Kalen Darling is a Series 65 credentialed financial advisor at HUB Investment Partners, LLC with six years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked for Mraz Amerine & Associates Inc. from 2019 to 2024 and held positions at Balboa Capital and two universities. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative analysis to guide investment decisions.

Jose Monreal is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Mission Wealth Management, LP since 2020 and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial services industry, he worked at Buffalo Wild Wings for five years. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients. The firm offers customized wealth management and financial planning services, employing a range of investment strategies including ETFs, institutional funds, and alternative investments.

Andrew Dalka is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Wealth Enhancement Group, and Ameritas Life Insurance Corp. Additionally, he is involved as an agent with Compass Risk Management and Patriot Growth Insurance Services. HUB Investment Partners serves a diverse range of institutional and individual clients, providing portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and utilizes both quantitative and qualitative manager screening.

Timothy Hummel is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at HUB Investment Partners, LLC since 2024 and previously spent 10 years at Millennium Advisory Services, Inc. He is based in Austin, TX. HUB Investment Partners serves a diverse client base, including institutional investors, corporate and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and thrift clients, including fixed-income management and asset/liability analysis.

Michael Zesati is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LifePro Asset Management, Morgan Stanley, and Thrivent Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches alongside AI-assisted tools to support research and client service.