Bradley Mayer is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at Kingswood Capital Partners, Benchmark Investments, IFS Securities, and H Beck Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services with an open-architecture platform that utilizes both affiliated and unaffiliated third-party managers.

Lola Rangel is a financial advisor at Savvy with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Savvy in 2026, she was with Voya Financial Advisors and has experience in educational roles at The University of Texas at Austin and The University of Texas at San Antonio. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm utilizes third-party sub-advisers and technology platforms and offers integrated tax preparation and estate-planning support.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Clinton McCalla is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Wedmont Private Capital. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, and Fisher Investments. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, advising on educational policies. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive, modern portfolio theory-based approach with diversified, asset-class-weighted portfolios using low-cost index funds and incorporates outside managers and specialized strategies for qualified clients.

John Szugyi is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial in 2023, he worked at firms including Equitable Advisors, AXA Advisors, and TD Ameritrade. Outside of his advisory work, he serves as Technical Director and Youth Pastor at Red Rocks Church Austin. 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 and various analyses, offering tailored portfolios and a range of financial planning and fiduciary services.

Javier Larrea is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Riverstone Insurance Agency, and Prudential Equity Group. 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 utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Michael Sanchez is a financial advisor at Flagship Harbor Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Flagship Harbor Advisors and LPL Financial since 2013. Outside of his advisory role, he is involved with Trestlebridge Capital, a related business entity. Flagship Harbor Advisors serves individuals, including high net worth clients, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages over $3 billion in discretionary assets and employs a range of strategies involving mutual funds, ETFs, individual securities, and third-party technology to deliver its services through a team of around 60 advisors.

David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Connor Greenberg is a financial advisor at Victory Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, LLC, and Garrison Financial. In addition to his advisory role, he is involved in health brokerage and the sales of fixed insurance products. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach that incorporates Modern Portfolio Theory, fundamental analysis, and behavioral insights to build model portfolios ranging from Aggressive to Capital Preservation.

Kristen Nordeen is a Series 65-licensed financial advisor with Kingsview Wealth Management, LLC and Kingsview Partners LLC, bringing two years of industry experience. Prior to joining Kingsview in 2023, she spent time at Veritas Counseling Group, where she is also the owner of an S-Corp used to receive Kingsview compensation. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management through a combination of internal portfolio management and third-party strategies across diverse asset classes.

Stephen Johnson is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Victory Financial Group serves a diverse client base, including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Doyle Tracer is a financial advisor at Victory Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors from 2010 to 2023. Outside of his advisory role, Tracer serves as a board member and Director of Sponsorships for the Bobcat Youth Football Organization, a nonprofit supporting youth football. 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, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Patrick Laborde is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at multiple BBVA entities, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., from 2014 to 2021. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a broad range of clients, including individuals, corporations, nonprofits, and institutions. The firm uses an open-architecture platform with multiple adviser-managed and manager/model-based programs, providing a variety of investment strategies and operational features such as municipal bond strategies co-advised with Franklin Templeton Group.

Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

Jeremy Tung is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at PKS Investments, Victory Financial Group, Equitable Advisors, and Axa Advisors. 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 based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analyses to build model portfolios tailored across risk profiles.

William Newbould is a CFP® professional with 32 years of industry experience. He has been with Cary Street Partners since 2013 and previously worked at Riverstone Wealth Management, Inc. for nine years. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. 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, including ERISA retirement plan services and solutions tailored for state and municipal government entities and insurance company clients.

Vito D'angelo is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Hilltop Securities since 2016. Outside of his advisory role, he owns a small plant sales business called Vito's Garden. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, execution, custody, investment advisory, and retirement-plan consulting services. The firm employs an open-architecture investment platform and offers a range of portfolio management programs, including adviser-managed and model-based strategies, with $2.25 billion in assets under management.

Kevin Cook is a financial advisor at Victory Financial with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Outside of his advisory role, he is involved in multiple family and business-related real estate ventures and serves on various nonprofit and community boards. 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, combining fundamental, cyclical, and behavioral analysis to manage portfolios ranging from aggressive to capital preservation.

Bradley Phillips is a CFP® certificant with nine years of experience in the financial services industry. He is currently with The Mather Group, LLC, where he has worked since 2020. Prior to that, he was with Barnett Financial for four years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Samuel Hutchison is a CFP® and Series 65 professional with four years of industry experience. He has been with The Mather Group, LLC since 2019, following a brief tenure at Northwestern Mutual in 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.