Brian Eckhoff is a financial advisor with Victory Financial Group in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and AXA Advisors, LLC. Eckhoff also provides insurance advice in addition to his advisory services. Victory Financial Group offers 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 guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Kyle Hogue is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lord, Abbett & Co. LLC and MassMutual, among other firms. Outside of financial services, he was involved with Position Apparel LLC for four years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities as well as insurance companies.

Harrison Deshazo is a CFP® professional with six years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His career includes roles at Fidelity Investments, Thirvient Advisor Network (doing business as 49 Financial), and Purshe Kaplan Sterling Investments. Outside of finance, he has experience working with Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing assets for a broad client base, including high net worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market investments, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Todd Dickinson is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Crux Wealth Advisors, Raymond James Financial Services, and Edward Jones. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to build model portfolios, while offering tailored solutions through adviser teams and third-party managers.

Geryl Winterowd is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2016. In addition to his advisory role, Winterowd serves as IT Director at Maxim Integrated Productions, a technology company based in Austin, Texas. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches across diverse portfolios and strategies.

Torry Scott is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Cary Street Partners since 2013 and also has longstanding roles with Riverstone Insurance Agency and Riverstone Wealth Management dating back to 2000 and 2001. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions. The firm offers a broad range of investment options and proprietary strategies, with particular focus on serving institutional niches such as state and municipal governments and insurance company clients.

Anita Niefeldt is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Victory Financial Group and has prior experience at Fidelity Investments and Charles Schwab. Outside of financial advising, she participates in affiliate marketing activities unrelated to investment services. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach and provides a range of financial planning, wealth management, and ERISA plan services through collaborative adviser teams.

Keegan Hardy is a financial advisor at Savvy with a Series 65 designation and one year of industry experience. Prior to joining Savvy in 2025, Keegan worked at Dell Technologies and served in educational roles at Southwestern University, Bowie High School, and Clayton Elementary. Keegan also serves as a board member for the Southwestern University Board of Trustees. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized sub-adviser strategies.

Robert Dahse is a CFP® with 23 years of experience in financial advising. He is currently with Victory Financial and previously worked at Dahse Financial Group, ISC Advisors, Institutional Securities Corp, and Team Financial Group. Outside of his advisory work, he referees youth soccer matches. Victory Financial Group serves a diverse client base including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using Modern Portfolio Theory principles and conducts detailed portfolio reviews and rebalancing to manage wealth.

John Winterowd is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds a Series 65 credential and has held roles at Premier Medicare Solutions, Inc., Portfolio Medics, FMT Solutions, Alternative Design MLCDS, 3 MENTORS, and Guardian Financial Wealth Management. Outside of advisory work, he serves as an instructor for FMT Solutions and is the president of Premier Medicare Solutions, overseeing Medicare insurance sales. Additionally, he is involved in financial education as the chapter president of SOFA Austin, providing workshops in the community. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches and offering diverse portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, previously spending eight years at Riverstone Wealth Management. He serves as an unpaid board member for TEACH TRANSFORM, Inc., his wife's educational publishing and consulting business, providing business advice and occasional coaching. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Paul Smith is a CFP® and ChFC® with 18 years of industry experience. He has worked at Advisory Services Network since 2019 and previously held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he has been involved in acting and modeling since 2011 and is the managing member of PRS Tax Advisors LLC. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Spencer Engelke is a CFP® professional with five years of experience in financial advising, currently with Range Advisory, LLC. His prior roles include positions at The Retirement Planning Group and Parrott Wealth Management, as well as experience with Austin Christian Fellowship and work in the office of a U.S. Representative. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes its own model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at First Command Brokerage Services, Inc. and Mutual of Omaha Insurance Company. Aulet is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and collaborates with third-party managers, serving a broad client base including both non‑high-net-worth and high-net-worth clients.

Tobith Mckenzie is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at PNC Investments and Comerica Securities, Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of investment solutions through an open-architecture platform and manages approximately $2.25 billion in assets.

Rebecca Irey is an advisor at Gradient Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked with the Federal Employee Advocate Program. In addition to her advisory role, she owns Blue Skye Financial, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model to align client objectives with portfolio strategies.

Daniel Dubose is a financial advisor with Financial Gravity Family Office Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Forta Financial Group, Inc. and Archer Investment Corporation, and has operated his own CPA firm, Daniel W. Dubose, PC, since 2000, where he serves as President and General Manager. He is also a partner at Castle & Company CPAs Capital, PLLC, a CPA firm in Houston. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

William Coleman is a Series 65-licensed advisor with Victory Financial in Austin, TX. He joined the firm in 2026 and has prior experience at Creme Wealth, Gartner, and Sewell Automotive. 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 approach based on Modern Portfolio Theory, using mutual funds and ETFs across model portfolios tailored by adviser teams.

Terry Pitchford is a financial advisor with BFC Planning, Inc. He holds the ChFC® and Series 63 designations and has 42 years of industry experience. He has worked at Securities Management & Research, Inc. since 1983 and with American National Insurance Company since 1981. Pitchford also serves on the board of the Lakeway II Community Association. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors through a network of approximately 200 investment adviser representatives.

Ryan Oujesky is a financial advisor at Victory Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, Capital Partners, and the University of Texas. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm’s investment approach is asset-allocation driven, employing model portfolios based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis.