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.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, following prior roles at Riverstone Wealth Management, Oppenheimer, and Stanford Group Company. 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 constructs portfolios using a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

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 II is a CFA® charterholder with 33 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017. His prior experience includes roles at Synergy Financial Group, LPL Financial, and Invesco AIM Private Asset Management. Outside of his advisory work, he is also involved with Transmission Golf. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using a combination of model portfolios, third-party money managers, and fundamental and technical analysis.

Carson Stear is a financial advisor at Victory Financial with Series 65 and Series 66 registrations. He has one year of industry experience and previously worked at Raydia Food Group and FedEx. Carson studied at the University of Arkansas from 2022 to 2025. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm emphasizes asset-allocation based investment strategies using model portfolios and offers both advisory and discretionary plan management services.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held various roles within Financial Gravity-affiliated firms since 2001 and serves as CEO of Financial Gravity Enhanced Markets, LLC, and as a Board Member of Financial Gravity Companies. Pollock also participates in the Tax Master Network, assisting with tax planning and onboarding new representatives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Juan Soza Jr. is a financial advisor with Victory Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His previous roles include positions at Equitable Advisors and Axa Advisors, as well as experience at the University of Texas at Arlington. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach and offers financial planning, discretionary investment management, and ERISA plan services.

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.

Ryan Cassidy is a financial advisor at Symmetry Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, Merrill, and SELO AI. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.

Maria Patton is a financial advisor with Cary Street Partners in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Cary Street Partners since 2013 and also operates a tax advisory firm, MARIA PATTON CPA PLLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both typical and specialized institutional niches.

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.

Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Jason Hergenreder is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lincoln Investment LLC, Waddell & Reed Inc, Thomas Dias, and in education with Lago Vista ISD and Round Rock ISD. He is also the managing member of JP Hergenreder Investment LLC, an entity established for tax purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and combines in-house discretionary investment management with third-party manager oversight.

Raymond Deragon is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Stanford Group Company, and Merrill. 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 through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance company clients.

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.

Reed Clemons is a CFP® professional with 11 years of industry experience, currently with Momentum Independent Network Inc. since 2015. He holds the Series 66 designation and is based in Austin, TX. Outside of his advisory role, Clemons serves as Treasurer for Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and combines discretionary and non-discretionary portfolio solutions using quantitative, fundamental, and technical analysis, along with specialized overlay strategies and municipal fixed-income options.