Michael Preis is a CFA® charterholder with 20 years of industry experience. He currently works at TCI Wealth Advisors, Inc. in Austin, TX, where he has been since 2025. Prior to joining TCI, he spent 15 years at Dimensional Fund Advisors. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm offers fee-only investment management and financial planning, focusing on an asset-allocation-driven approach that emphasizes diversification, long-term holding, and disciplined rebalancing.

Eric Rabbanian is a CFP® professional with 24 years of industry experience. He is currently with Apella Wealth and has operated his own firm, Rabbaniann Financial Planning, Inc., since 1999. Rabbanian is the sole owner and program instructor at RFP Education, LLC, where he develops instructional and exam materials for the Yale School of Management Certified Investment Management Analyst Program®. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and financial planning. The firm employs a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies and portfolio customization, supported by integrated technology and a broad institutional reach.

Edward Ware is a CFP® and holds a Series 65 designation with seven years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. Ware also has experience outside of finance, including a role at Boonsboro Country Club and time at Virginia Tech. HUB Investment Partners serves a diverse range of institutional and individual clients, offering a combination of active and passive investment strategies along with specialized services for banking and municipal clients. The firm provides portfolio management, retirement and financial planning, and manages accounts through platforms like HUB Advisor Connect and FinPath.

Janine Moore is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has previously worked with LPL Financial and Peak Financial Group, among others, and currently serves as Senior Vice President and Retirement Practice Leader at HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory services. The firm combines active and passive investment strategies with a focus on municipal, banking, and institutional clients, and maintains affiliations with related entities for specialized consulting and financial coaching.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory role, he is a member of MHW Holdings, Ltd., an LLC formed for liability and administrative purposes among fellow Kestra advisors. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products through discretionary and non-discretionary arrangements.

Arun Keswani is a CFA® charterholder with eight years of industry experience. He is currently with Forum Financial Management, LP and has previously worked at Dimensional Fund Advisors, ARGA Investment Management, LP, and Foreside Financial Services, LLC. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses a model asset-allocation approach based on Modern Portfolio Theory, primarily implementing portfolios with institutional mutual funds and ETFs, and supports other RIAs with back-office and sub-advisory services.

Steven Cooper is a financial advisor at HUB Investment Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Millennium Advisory Services, Inc., Cherry Bekaert Wealth Management LLC, and Wealthcare Capital Management Inc. prior to joining HUB Investment Partners. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Richard Hallum is a CFP® with 35 years of experience in financial advising. He has been with Per Stirling Capital Management, LLC since 2017 and has prior experience at B.B. Graham & Company, Inc., Spicewood Oaks Advisors, Inc., Couch Hallum Financial Group, LLC, and Securities America, Inc. Outside of advising, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and comprehensive financial planning services.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Cheryl Persons is a financial advisor at Frost Investment Services in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior roles include positions at PNC Investments and BBVA Wealth Solutions Inc., with a career spanning over a decade in related financial institutions. Frost Investment Services is a retail-focused SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining multiple investment strategies and research approaches.

Joshua Henson is a financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. He holds a Series 66 designation and has worked at several firms, including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory role, he has responsibilities related to fixed insurance sales. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach with model portfolios primarily composed of mutual funds and ETFs.

Lawson Day is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles in various service and retail sectors as well as four years affiliated with Texas A&M University. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services using a disciplined, long-term, diversified asset allocation approach.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Brian Wells is a financial advisor at HUB Investment Partners, LLC in Folsom, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Veripax Wealth Management and LPL Financial. He is also licensed as an independent insurance agent, selling life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and utilizes various platforms and sub-advisors to deliver tailored investment solutions.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Logan Moulton is a CFA® charterholder and portfolio manager with Waterloo Capital in Austin, TX, holding industry experience of 2 years. He has worked at Waterloo Capital, Intelligent Wealth Solutions LLC, and other firms since 2019. Moulton manages customized investment portfolios within Waterloo Capital’s platform. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing roughly $2.26 billion across 2,600 clients. The firm uses fundamental analysis and a long-term, buy-and-hold approach to build customized portfolios, with access to third-party sub-advisers and a range of investment tools including private placements and securities-backed lending.

Neil Tjon Hing is a financial advisor at 49 Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. In addition to advisory services, he is also involved in fixed insurance sales. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, and family office services with an investment approach focused on long-term diversified asset allocation, using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Connor Bradley is an investment advisor representative at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities and Thrivent Advisor Network. Outside of his advisory role, Bradley is involved in real estate transactions and referral agreements through Alequin Properties. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, emphasizing disciplined, long-term diversified asset allocation implemented through proprietary and platform model portfolios.

Kimberly Ray is a financial advisor with Per Stirling Capital Management, LLC, holding 10 years of industry experience. She has been with Per Stirling since 2015 and previously worked at Advocare for 19 years. Outside of her advisory role, she provides continuing education through the Texas Real Estate Commission and promotes college scholarship and coaching services with Imagine Scholarships. Per Stirling Capital Management serves individuals, high-net-worth households, trusts, estates, and select institutions with discretionary investment management and financial planning. The firm employs a multi-advisor team approach and integrates fundamental, technical, cyclical, and statistical analysis to develop tailored portfolios.