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.

Gretchen Litzau is a CFP® professional with two years of experience currently advising at The Wealth Consulting Group. Her prior experience includes roles at LPL Financial, Intrua Financial, Edward Jones, and SunPro Solar. She also spent four years employed at Texas A&M University and James E Taylor High School. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporations, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies and offers services such as discretionary portfolio management, financial planning, and access to third-party managers, supported by a legal and implementation model that includes estate-document facilitation.

Robert Phipps III is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Per Stirling Capital Management since 2009. Outside of advising, he serves as managing member and organizer of several commercial real estate entities. 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 for about 1,074 clients, utilizing a team-based approach and combining fundamental, technical, and statistical investment analysis methods.

Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Kenneth Price is a CFP®, CFA®, and ChFC® with 23 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2015. He has been teaching the CFP Capstone class at the University of Texas since 2004 and is an author who updates educational materials on insurance planning and risk management. He is also affiliated with House of the Lord Fellowship Church. 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 across multiple proprietary portfolios through a team of 31 advisors.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent 10 years at Silicon Hills Wealth Management. 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-markets allocations and offers services including investment management, financial planning, retirement plan consulting, and multi-family office solutions.

Fernando Perez is a financial advisor at Victory Financial with a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill Lynch, Fidelity Investments, and Purshe Kaplan Sterling Investments. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using model portfolios and offers financial planning, discretionary investment management, and ERISA plan services.

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Rachel Hurley is a CFP® professional with eight years of experience in financial advising, currently with Per Stirling Capital Management, LLC in Austin, TX. She has been with the firm since 2015. 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, providing discretionary investment management and comprehensive financial planning using a multi-advisor team approach.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Robert Barre is a financial advisor at Victory Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Equitable Advisors, AXA Advisors, and Fidelity Investments. Outside of his advisory role, he generates insurance leads for Victory Insurance, an independent property and casualty agency. Victory Financial Group serves a diverse range of clients 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, cyclical, and behavioral analysis to construct model portfolios tailored to client needs.

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Jerry Smith is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 45 years of industry experience. He has been with Geneos Wealth Management since 2003 and also operates Lifetime Investments. He is an independent insurance agent for fixed insurance products and a limited partner in the Helen Gracy Smith Limited Partnership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm offers financial planning, portfolio management, and referrals to third-party money managers through a variety of programs, utilizing fundamental, technical, charting, and cyclical analysis in their investment approach.