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 financial advisor at Range Advisory, LLC with a CFP® designation and Series 65 and Series 63 licenses. He has four years of industry experience and has previously worked at The Retirement Planning Group and Parrott Wealth Management. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates AI tools into client interactions, operating primarily on a flat subscription fee structure.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at First Command Brokerage Services, Inc. and Mutual of Omaha Insurance Company. Aulet is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and collaborates with third-party managers, serving a broad client base including both non‑high-net-worth and high-net-worth clients.

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.

Rebecca Irey is an advisor at Gradient Advisors, LLC with Series 65 and Series 63 licenses and started her financial advising career in 2025. She has prior experience with the Federal Employee Advocate Program and has owned RI Transcription Solutions since 1995. Outside of Gradient Advisors, she is the owner of Blue Skye Financial, a financial planning firm in Hutto, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through Investment Advisor Representatives and third-party money managers, offering a non-discretionary model that incorporates risk analysis tools and fundamental, technical, and cyclical portfolio analysis.

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.

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.

Steven Cartwright is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with Per Stirling Capital Management, LLC, B.B. Graham & Co., Inc., and Per Stirling Private Wealth, serving in various advisory and client relationship roles since 2023. His prior experience includes positions at Charles Schwab & Co., Inc. and Charles Schwab Bank from 2007 to 2019, among others. Per Stirling Capital Management is an SEC-registered advisory firm that manages approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm provides discretionary investment management and financial planning services, employing a blend of fundamental, technical, cyclical, and statistical analysis to create tailored portfolios.

Ronsey Chawla is a CFP® and Series 65-licensed advisor with 14 years of experience at Per Stirling Capital Management, LLC in Austin, TX. He serves as an instructor at a personal finance summer camp aimed at teaching children about finance and is a presenter for the Texas Association of Otolaryngology. 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 manages approximately $1.566 billion using a combination of fundamental, technical, and statistical investment analysis, offering tailored portfolios and proprietary model strategies.

Ryan Oujesky is a financial advisor at Victory Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, Capital Partners, and the University of Texas. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm’s investment approach is asset-allocation driven, employing model portfolios based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis.

Ryan Wells is a financial advisor at Victory Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, Wells is involved in providing fixed insurance products to clients. Victory Financial Group offers financial planning, consulting, and discretionary investment management services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to guide client decisions.

Michael Moore is a CFP®-certified financial advisor with eight years of industry experience. He is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc. Moore has held roles at Spicewood Oaks Advisors, Securities America, and Couch Hallum Financial Group. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor approach that integrates fundamental, technical, cyclical, and statistical analysis to manage approximately $1.39 billion in client assets.

Eric Lian is a financial advisor at Per Stirling Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Centric Advisors, LLC, Equity Services, Inc., and Schlumberger Technology Corporation. In addition to his advisory role, he is an insurance agent involved in the sale of fixed and term insurance products through B.B. Graham & Co. Inc. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside financial planning and consulting services. Their investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Kermit Johns is a financial advisor at Hilltop Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Worthpointe, LLC for 10 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Stefan Nensala is a CFP® with 20 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined six years. Outside of his advisory role, Nensala is CEO of Wealthy Profits, LLC, a community development organization focused on financial literacy programs for local schools, healthcare workers, and first responders. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary Wealthcare software and behavioral economics, combining passive and active strategies alongside dynamic rebalancing.

Mason Vrazel is a financial advisor at Per Stirling Capital Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory roles, he has experience in the coffee and restaurant industries. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select businesses. The firm employs a team-based approach that combines fundamental, technical, and statistical methods to manage portfolios aligned with clients’ objectives and risk tolerance.

Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.