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.

Richard Hallum Jr. is a CFP® with 36 years of experience in the financial industry, currently serving at Per Stirling Capital Management, LLC since 2017. His prior roles include positions at Ameriprise, Couch Hallum Financial Group, Spicewood Oaks Advisors, and B.B. Graham & Company. Outside of advisory work, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs fundamental, technical, and statistical methods in portfolio design and offers proprietary model portfolios managed by its directors.

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.

Kimberly Ray is a financial advisor at Per Stirling Capital Management, LLC with 11 years of industry experience. She has worked at Per Stirling since 2015 and previously spent 19 years at Advocare. Outside of her advisory role, she provides continuing education for the Texas Real Estate Commission and promotes college scholarships and coaching services through Imagine Scholarships. Per Stirling Capital Management offers 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 across about 1,074 clients using a team-based approach and employs a combination of fundamental, technical, and statistical investment analysis.

Julian Scoglio is a Series 65 licensed financial advisor with two years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

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.

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.

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.

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.

Elio King is an investment advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2010, and prior to that at Hilltop Securities and Citigroup Global Markets. King also owns and manages King Global Investments, LLC, an entity that operates securities and investment advisory businesses. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients, providing customized wealth management through a network of independent advisers. The firm’s portfolio construction emphasizes a long-term approach using mutual funds, ETFs, equities, and fixed-income securities, and it features a service model that integrates broker-dealer affiliation and a variety of investment options.

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.