Joseph Berkel is a financial advisor with McNally Financial Services Corporation, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with McNally Financial Services Corporation since 2003. Outside of advising, he is an independent insurance agent and is involved in sports officiating. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses fundamental analysis to build diversified portfolios across various asset classes and combines advisory, broker-dealer, and insurance activities.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

Barbara Traylor Smith is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 19 years of industry experience. She has worked at Foundations Investment Advisors since 2019 and previously held positions at WealthSource Partners, LLC and Avant Garde Advisors LLC. Outside of her advisory role, she is the president and owner of Retirement Outfitters, LLC, an insurance agency. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering tailored advice through a network of affiliated offices and investment adviser representatives.

Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Victory Financial, he held roles at Raydia Food Group, FedEx, and studied at the University of Arkansas. Victory Financial Group serves a diverse clientele, including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct model portfolios tailored by adviser teams.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach using model portfolios based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis.

Ryan Bubela is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with both Strategic Financial Concepts and LPL Financial LLC since 2009. Outside of advisory services, he is involved in insurance sales, focusing on non-variable and fixed insurance products. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, third-party manager solutions, and integrates financial planning with investment management.

Sheila Stowers is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2012. She holds Series 63, 65, and 66 licenses. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers tax-aware investment options, along with educational workshops and pension consulting services.

Christopher Kilmer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Victory Financial Group, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, SII Investments Inc., and Retirement Counselors Inc. Kilmer also serves as a notary in Dripping Springs, Texas. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching.

Colton Larue is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Victory Financial. His prior roles include positions with Nace LaRue Wealth Team, Southwestern Investment Advisory Services, Raymond James Financial Services, and Axa Advisors. Outside of his advisory work, he is an officer and insurance agent with Financial Independence Group. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach combining Modern Portfolio Theory with fundamental and behavioral analysis to create tailored model portfolios utilizing mutual funds and ETFs.

Michael Kurth is a financial advisor at Financial & Tax Architects, LLC with the PFS™ designation and a Series 65 license. He has one year of industry experience and has held positions at several firms, including Kurth Tax & Planning PLLC, CST Group CPA's and Business Advisors, and Heil Wealth Management. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm offers a range of services including retirement-plan consulting, educational seminars, and proprietary investment strategies focused on market trends and customized allocations.