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.

Tyler Le Clair is an advisor at Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 licenses and has recent experience with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his advisory role, he worked in education at Wayne State College and Bennington High School. 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 utilizes a platform relationship with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.

David Hua is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at National Securities Corporation for 12 years before joining Arete Wealth Management LLC in 2022. Outside of his advisory role, Hua is a restaurant investor through SOM BO LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular monitoring.

Gay Thompson is a CFP® and holds a Series 66 license with 16 years of industry experience. She is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc., where she has worked since 2018. Thompson also manages a non-investment-related business as a managing member of GM Northwest Holdings, 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 discretionary investment approach that integrates fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to a range of objectives, offering comprehensive financial planning and consulting services.

Amber Bell is a financial advisor at Per Stirling Capital Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Per Stirling Capital Management since 2017, with additional experience at Bb Graham & Company, Inc. Amber is also a registered representative at Bb Graham & Company, Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that combines fundamental, technical, cyclical, and statistical analysis to construct client portfolios.

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.

Michael Smith is a financial advisor with Infinity Financial Services Advisory in Cedar Park, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Titan Securities for six years and operates Smith Financial Group, where he sells fixed insurance products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytical methods and investment strategies, managing portfolios with an emphasis on clients’ goals, tax situations, and risk tolerance.

Andrew Creme is a CFP® professional with eight years of industry experience. He is currently with Victory Financial and has previously worked at Sagespring Wealth Partners, Scott Keffer International, Southwestern Investment Group, and Raymond James Financial Services. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Taylor Peterson is a financial advisor at Per Stirling Capital Management, LLC with 11 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes roles at Midwest Financial Consultants, Richard W. Paul & Associates, and GF Investment Services. Peterson is also a registered representative with B. B. Graham & Co. 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 over 1,000 clients and employs a team of about 30 advisors who deliver tailored portfolio management and planning based on clients’ objectives and risk tolerance.

Andrew Warren is a financial advisor at Victory Financial with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors for 20 years and Purshe Kaplan Sterling Investments. Victory Financial Group serves individual clients, 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 diversified model portfolios, offering both 3(21) and 3(38) fiduciary plan management.

Hunter Sims is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, COMPASS Bank, and J.P. Morgan Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates an open-architecture platform combining third-party technology and firm-sponsored strategies, with custody, banking, and market-making capabilities that distinguish it within the industry.

Carol Sheffield is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 65 credential and 13 years of industry experience. She has worked continuously with Per Stirling since 2011 across various firm iterations. Outside of her advisory role, she is co-owner of Sheffield Bookkeeping, LLC, providing bookkeeping services, and serves as vice president and secretary of Garner Heating and Air Conditioning, Inc., an HVAC service company. 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, managing approximately $1.566 billion across about 1,074 clients. The firm employs a team of roughly 30 advisors and utilizes a combination of fundamental, technical, and statistical methods in its investment analysis, including three proprietary model portfolios managed by firm directors.