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.

Scott Winters is an Investment Advisor Representative at Financial Gravity Family Office Services, LLC with 16 years of industry experience. He has previously worked with firms including Eqis Holding, Inc. and Forta Financial Group, Inc. Winters is the CEO and a board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment business. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and consulting services 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 and often utilizes sub-advisors and model portfolios, including affiliated asset management entities.

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.

Timothy Terry is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 designation and six years of industry experience. He previously worked at Forta Financial Group, Inc. and is also the managing member of TST Accounting LLC, a CPA firm. In addition to his advisory role, he serves as CEO of New Day Tax Resolution, INC, providing tax resolution services. Financial Gravity Family Office Services 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 fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

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.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 11 years with NYLife Securities and 8 years with Mutual of Omaha. Martinez is also licensed as an insurance agent, selling life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers and its own platforms. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a wide client base with various investment and retirement solutions.

Katia Palza is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent ten years at Silicon Hills Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and provides comprehensive investment management, financial planning, and retirement plan consulting services.

Gretchen Litzau is a CFP® professional with two years of experience currently advising at The Wealth Consulting Group. Her prior experience includes roles at LPL Financial, Intrua Financial, Edward Jones, and SunPro Solar. She also spent four years employed at Texas A&M University and James E Taylor High School. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporations, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies and offers services such as discretionary portfolio management, financial planning, and access to third-party managers, supported by a legal and implementation model that includes estate-document facilitation.

Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. She has worked at Waverly Advisors, LLC since 2023, following a decade at Silicon Hills Wealth Management and previous roles at FSC Securities Corporation and Edward Jones. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering a range of financial planning and investment management services.

Fernando Perez is a financial advisor at Victory Financial with a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill Lynch, Fidelity Investments, and Purshe Kaplan Sterling Investments. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using model portfolios and offers financial planning, discretionary investment management, and ERISA plan services.

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. In addition to his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a combination of internal portfolio strategies and third-party managers, including access to alternative investments and model portfolios.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Robert Barre is a financial advisor at Victory Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Equitable Advisors, AXA Advisors, and Fidelity Investments. Outside of his advisory role, he generates insurance leads for Victory Insurance, an independent property and casualty agency. Victory Financial Group serves a diverse range of clients 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, cyclical, and behavioral analysis to construct model portfolios tailored to client needs.

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Jerry Smith is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 45 years of industry experience. He has been with Geneos Wealth Management since 2003 and also operates Lifetime Investments. He is an independent insurance agent for fixed insurance products and a limited partner in the Helen Gracy Smith Limited Partnership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm offers financial planning, portfolio management, and referrals to third-party money managers through a variety of programs, utilizing fundamental, technical, charting, and cyclical analysis in their investment approach.

Christopher Gleason is a financial advisor at Victory Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Daybreak Inc. Gleason also serves as a consultant for American Incentive Advisors, providing tax planning strategies for business owners. 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, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.