Jose Torres is a financial advisor with Impact Partnership Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Vivint Solar and Advanced Financial Strategies. In addition to his advisory role, he is involved with Bloom Financial LLC, where he sells life insurance and annuities, and he is a member of the Association of Financial Consultants, a nonprofit organization providing educational workshops. Impact Partnership Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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 and comprehensive financial planning. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 2021. His prior experience includes nine years at Lincoln Investment and over three decades at Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, a business engaged in estate planning and insurance product recommendations. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Davis Blake is a financial advisor at Stephens with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Plains Capital Bank and several academic institutions. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, and corporations, utilizing both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers tailored 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 across various securities and frequently employs third-party sub-advisors and model portfolios.

Noe Lopez is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, JPMorgan Securities, and First Command Advisory Services. 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 for about 1,074 clients, using a team-based approach and proprietary model portfolios tailored to clients’ objectives and risk tolerance.

Deanna Austin is a CFP® professional with two years of experience at Per Stirling Capital Management, LLC. She previously worked at Ark Financial and held a position at Texas Tech University. Per Stirling Capital Management, LLC 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, utilizing a team-based approach and proprietary model portfolios.

Wesley Gallup is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2019. His prior experience includes roles at Gallup Wealth Consulting, LLC, Austin Wealth Management, LLC, and Checchi Capital Advisers, LLC. He is also an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. 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 employs a comprehensive investment approach that integrates third-party managers and proprietary strategies across a range of traditional and alternative asset classes.

Matthew Anderson is a financial advisor with Per Stirling Capital Management, LLC, holding CFP® and Series 66 credentials and 19 years of industry experience. He has worked at B.B. Graham & Company, Inc. and Securities America Inc, among other firms. Outside of his advisory work, Anderson owns and operates a livestock ranching business. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for 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 construct discretionary portfolios tailored to various investment objectives.

Scott Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Forta Financial Group, Presidential Brokerage Inc, and Eqis Holding, Inc. Outside of advisory work, Winters serves as CEO and board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment company. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios as part of its investment approach.

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.

Nathan Trenholm is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at B B Graham & Company since 2017 and Whittier Trust Company from 2016 to 2017. 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 employs a team of about 30 advisors and manages approximately $1.566 billion in assets using fundamental, technical, and statistical investment analysis.

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.

Daniel Tapia is a CFP®-certified financial advisor with 34 years of industry experience. He currently works at Kintra Wealth, LLC and has prior experience with Rembrandt Financial Group LLC and LPL Financial, LLC. Tapia is involved in several non-investment business ventures, including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, offering specialized services such as business exit planning for privately held business owners.

Jake Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for over ten years. In addition to his advisory role, he is involved in insurance sales through a separate business focused on reviewing financial plans and recommending insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, supported by a network of affiliated offices and third-party sub-advisers.

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 at Lifeworks Advisors, LLC in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

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 financial advisor at Waverly Advisors, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. She previously worked for Silicon Hills Wealth Management for ten years before joining Waverly Advisors in 2023. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a range of client types including both non‑HNW and high net worth individuals.