Stefan Nensala is a CFP® with 20 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined six years. Outside of his advisory role, Nensala is CEO of Wealthy Profits, LLC, a community development organization focused on financial literacy programs for local schools, healthcare workers, and first responders. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary Wealthcare software and behavioral economics, combining passive and active strategies alongside dynamic rebalancing.

Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.

Brian Boswell is a CFP® with 17 years of industry experience, currently serving as an advisor at Savvy since 2024. Prior to joining Savvy, he worked for nine years at Oakwell Private Wealth Management. He is also a principal at Frio Canyon Advisors LLC, where he provides fixed life insurance planning for wealth management clients. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm employs an investment approach that integrates index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and quantitative tools.

William Stone is a CFP® professional with 22 years of experience in financial advising. He has worked at Stone Asset Management, Inc. for 19 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and engages in sub-advisory roles, while also actively managing pooled and private funds.

Suzanne Meek Pittman is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding the Series 66 designation with 13 years of industry experience. She has been with Hilltop Securities since 2016. Outside of her advisory role, she has an inherited oil and gas lease in Reeves County that generates passive income. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform with both adviser-managed and model-based strategies.

Thomas Brown is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Waverly Advisors in 2023, he worked at Silicon Hills Wealth Management for 11 years. Outside of advising, he is the managing member of Silicon Hills Technologies, LLC, a software development business where he provides part-time strategic consulting. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Michael Harvey is a financial advisor at Strategic Financial Concepts, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Concepts and LPL Financial since 2017. 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 discretionary investment management using model portfolios and third-party money managers, as well as comprehensive financial planning, and integrates multiple LPL program offerings alongside insurance-related activities.

Scott Hendrix is a financial advisor at Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Calton in 2019, he worked at SPC and Sigma Financial Corporation. Outside of his advisory role, he leads a local business networking group, Network In Action of Central Texas, and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches, operating as both a registered investment adviser and a broker-dealer.

Daniel Paschke is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Equitable Advisors from 2015 to 2023 and joined Victory Financial and Purshe Kaplan Sterling Investments in 2023. Outside of his advisory role, he serves as a board member for A Taste of South Lake, where he assists in procuring event sponsorships. 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 based on Modern Portfolio Theory, emphasizing model portfolios with mutual funds and ETFs, and provides a range of financial planning, investment management, and ERISA plan services.

William Nichols is a financial advisor at Victory Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and Edward Jones. Outside of his advisory role, he is an owner of Wurst Friends, LLC, a short-term rental business in Fredericksburg, TX. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Dalyn Love is a financial advisor at Victory Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and 49 Financial. Outside of his advisory role, he is a contracted football coach at a private school. 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 strategy based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to build model portfolios tailored by adviser teams.

Morgan Marx is a financial advisor at William Joseph Capital Management, Inc. with over 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked with multiple firms including Schellinger Holding Group LLC and his own practice. Marx is a co-founder and managing partner of Synergy Independent Financial Solutions, LP, where he is involved in insurance product sales. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing third-party sub-advisors and a variety of analytical methods to develop tailored investment strategies.

Jose Torres is a financial advisor with Impact Partnership Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Vivint Solar and Advanced Financial Strategies. In addition to his advisory role, he is involved with Bloom Financial LLC, where he sells life insurance and annuities, and he is a member of the Association of Financial Consultants, a nonprofit organization providing educational workshops. Impact Partnership Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at UBS Financial Services and Riverstone Wealth Management before joining Kovack Advisors in 2013. Kovack Advisors is a multi-team registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported platform to deliver portfolio management and financial planning services through a combination of internally created models and third-party managers.

Wesley Gallup is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2019. His prior experience includes roles at Gallup Wealth Consulting, LLC, Austin Wealth Management, LLC, and Checchi Capital Advisers, LLC. He is also an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that integrates third-party managers and proprietary strategies across a range of traditional and alternative asset classes.

John Parker is a financial advisor at Portfolio Medics, LLC in Georgetown, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Turnary USA, LLC and IOA. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm utilizes diversified portfolios combining mutual funds, ETFs, individual securities, and independent managers, employing a variety of analytical and trading strategies aligned with client objectives.

Hunter Coleman is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Raymond James and Associates and the Louisiana Public Service Commission. Outside of advising, he serves as Board Treasurer for the Austin-based nonprofit aGliff, is a board member of the Columbia Alumni Association of Austin, and is involved in creative and entrepreneurial ventures including a photography and design studio and a candle-making business. Hilltop Securities serves individual and institutional clients with investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services through an open-architecture platform that includes third-party and firm-sponsored investment strategies.

Charles Munsell is a financial advisor at Victory Financial with 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Dahse Financial Group, and Institutional Securities Corp. Outside of finance, he serves as a Texas Music Adjudicator for the Texas University Interscholastic League, a role he has held since 1982. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Christopher Wells is a CFP® professional with 22 years of experience in financial advising. He is currently with Victory Financial Group, where he has worked since 2023, and has prior experience at Purshe Kaplan Sterling Investments and Equitable Advisors. Wells is also a founding partner of Victory Financial Group. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Aaron Williams is a financial advisor with Lifeworks Advisors, LLC in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience, including 11 years at Brookstone Wealth Advisors, LLC prior to joining Lifeworks in 2026. He is also a licensed insurance agent engaged in insurance sales and implementation outside of trading hours. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a combination of model strategies, fundamental and quantitative analysis, and tax-aware portfolio management, supported by integrated tax and insurance services and proprietary client technology.