John Courville is a financial advisor at Kintra Wealth, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC, and spent several years in education and health club management. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental analysis, focusing on tax efficiency and coordinated planning and investment strategies.

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.

Ryan Joyce is a CFP® with 20 years of industry experience, currently serving as a partner and investment advisor representative at Per Stirling Capital Management, LLC. He has been with both Per Stirling and B.B. Graham & Company, Inc. since 2013. Outside of his advisory role, he is involved in commercial real estate as a member of SS Overlook, LLC, and owns a vacation rental property. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment process combining fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to various objectives, and offers comprehensive financial planning and consulting services.

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 MassMutual and MML Investors Services. Prior to his financial services career, he was involved with Position Apparel LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Harrison Deshazo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. His prior experience includes roles at Fidelity Investments and Thirvient Advisor Network dba 49 Financial. Outside the financial sector, he has worked with organizations such as Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, offering both discretionary and non-discretionary portfolio management and a range of financial planning and 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.

Torry Scott is a financial advisor at Cary Street Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cary Street Partners since 2013. Scott also has a long-standing role at Riverstone Insurance Agency and Riverstone Wealth Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach combining traditional and opportunistic strategies, using both third-party managers and in-house resources.

Anita Niefeldt is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Victory Financial Group and has prior work history at Fidelity Investments and Charles Schwab & Co., Inc. Outside of her advisory role, she has participated in affiliate marketing activities unrelated to finance. 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, and corporations. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.

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.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

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 been with Cary Street Partners since 2013. Outside of his advisory role, he serves as an unpaid board member for Teach Transform, Inc., an educational publishing and consulting business in Austin, Texas. 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 offers a range of portfolio management and financial planning services, utilizing both third-party managers and in-house resources across various investment strategies.

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 four years of industry experience, currently with Range Advisory, LLC. His prior roles include positions at The Retirement Planning Group and Parrott Wealth Management. Engelke also has experience working with Austin Christian Fellowship and in the office of a U.S. Representative. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and discretionary and non-discretionary portfolio advice through an online platform. The firm emphasizes tailored asset allocation and portfolio optimization using Turn-key Asset Management Platforms, integrating AI tools alongside human oversight in its investment process.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Raul has previously worked at First Command Brokerage Services and Mutual of Omaha Insurance Company. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.

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.

Katherine Sung is a financial advisor at Per Stirling Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Generation Focus. Outside of her role at Per Stirling, she is also a registered representative at B. B. Graham & Co. Inc. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion in assets and delivers portfolio management and tailored planning through a team of about 30 advisors.

Christopher Wilbratte is a financial advisor with The Fiduciary Alliance in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and GWN Securities Inc. Wilbratte serves as Board Chair of the Rise School of Austin, a preschool for special needs children, and is the author of tax strategy and wealth preservation books for business owners. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and offers access to third-party managers through a multi-division, multi-advisor representative network.

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.

Tanner Nunn is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at AMT Wealth Group, LLC, AMT Lifetime Financial, LLC, and ArgonDigital. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and offers access to a broad range of asset types, including non-traded real estate investments.

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.