Phillip Flores is a financial advisor at Victory Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Purshe Kaplan Sterling Investments. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to support client decision-making.

David Zamora is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including CreativeOne Wealth and Townsquare Capital LLC. Zamora has operated the Zamora Advisory Group since 2018, offering fixed life and annuity products and expanding into investment advisory services. Additionally, he is a licensed Certified Public Accountant and has been involved in insurance sales since 1993. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory. The firm uses a top-down macroeconomic asset-allocation process to manage portfolios and offers a range of strategies, including alternative investments and direct indexing.

Paul Schappert is a financial advisor at Victory Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial Group in 2023, he worked at Equitable Advisors for 13 years and AXA Advisors for 10 years. Victory Financial Group serves a broad mix of individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored by adviser teams.

Shawn Morgan is a financial advisor at Cary Street Partners in Austin, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held positions at Riverstone Wealth Management, Oppenheimer, Stanford Group Company, and Merrill. 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 portfolios constructed from a broad range of investments and proprietary strategies, serving specialized institutional clients such as state and municipal governments and insurance companies.

Kaili Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at multiple firms, including Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and Eqis Capital Management. Outside of advisory work, she is involved with Financial Gravity Enhanced Markets, LLC, where she dedicates part of her time to insurance-related activities. 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 often utilizes third-party sub-advisors and model portfolios to implement investment strategies.

Kyle Wardlaw is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Lion Street Advisors and Lion Street Financial from 2014 to 2023, and at Purshe Kaplan Sterling Investments since 2023. Outside of advising, he serves as President and Chief Compliance Officer of Victory Financial Group, LLC, and also holds leadership roles in insurance agencies providing personal and commercial coverage. Victory Financial Group offers 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 guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, emphasizing long-term strategic allocation with tactical rebalancing and behavioral coaching.

Jeffrey Davidson is a financial advisor at Victory Financial Group with 24 years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, Purshe Kaplan Sterling Investments, and PKS Advisory Services. Outside of advising, he co-owns a fitness company, Camp Gladiator, and serves on the board of a nonprofit Christian sports camp affiliated with the company. 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 that incorporates Modern Portfolio Theory and fundamental analysis to build diversified portfolios managed by adviser teams.

Hayden Jacobs is a financial advisor at Victory Financial with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Victory Ventures, Oregon Mutual Insurance, Directors Mortgage, and Genpact. 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 driven approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored through adviser teams.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. 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 supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Garry Dippel is a financial advisor with Geneos Wealth Management, Inc. in Georgetown, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Geneos Wealth Management since 2003 and also engages in officiating and coaching, serving as Director of Growth and Development for Coaches Outreach and as a coach for World Class Coaches. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment approach with continuous account monitoring and discretionary trading, providing customizable portfolios and access to third-party money managers.

Ben Meadows is a Series 66-licensed financial advisor at Arax Advisory Partners with 12 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, DAI Securities, Triad Advisors, Grace Capital Management, and AXA Advisors. Outside of his advisory work, he is involved with Apartment Life, a hospitality venture focused on resident engagement and event coordination. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes a mix of traditional and alternative investments supported by in-house teams and external managers.

Thomas Green is a financial advisor with PFG Advisors in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Edward Jones, LPL Financial, Cambridge Investment Research, and United Planners. He has maintained his own advisory presence since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

John Courville is a financial advisor at Kintra Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and integrates a model-driven investment process with fundamental security analysis, applying strategies to optimize tax efficiency across client households.

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.