John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Merrill from 1998 to 2016 and concurrently serves as a registered representative at B.B. Graham & Co., Inc. since 2016. 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, managing approximately $1.566 billion across more than 1,000 clients with a team of about 30 advisors. The firm employs a combination of fundamental, technical, and statistical methods in portfolio construction and offers proprietary model portfolios while delivering tailored planning and management on a discretionary basis.

Tori Glass is a financial advisor at Victory Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at QuadCap Wealth Management, MML Investors Services, LLC, and MassMutual Life Insurance Co. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Benedict Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Victory Financial Group and PKS Investments since 2024 and previously spent a decade at Equitable Advisors. Outside of his advisory roles, he serves as CEO of 5TEN Stewards, a holding company primarily focused on running a financial services practice. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.

Lindsey Leaverton is a financial advisor at Savvy with 11 years of industry experience and holds a Series 66 designation. Prior to joining Savvy in 2025, she worked at Northwestern Mutual Wealth Management Company and Branch Banking and Trust Company. She serves as Vice President of the Foundation Board at People's Community Clinic and is the founder of Lindsey Kane Ministries, a nonprofit organization through which she released a book in 2024. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, and various organizations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external sub-advisers.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Thomas Ivey III is a financial advisor at Victory Financial with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Victory Financial in 2025, he worked at Equitable Advisors from 2023 to 2025 and had previous roles at Crain Caton & James. 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, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Ashley Horner is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she has been involved in various roles, including ownership of Notarize Me Ash, LLC since 2024 and previous positions in hospitality and consulting. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions primarily managed on a discretionary basis.

Robert Wilson is a Series 66-licensed financial advisor at MissionSquare Retirement with 11 years of industry experience. His prior positions include roles at Dimensional Fund Advisors, Charles Schwab, Fidelity Investments, TD Ameritrade, and Transamerica. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.

Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Denis Toth is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Herbert J. Sims & Co. Inc., Northern Trust Bank, and JPMorgan Securities LLC. Outside of his advisory role, he creates product review and life hack videos for a YouTube channel based in Austin, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, managing approximately $213 billion in client assets. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Hersey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at several firms including Renaissance Austin Senior Living and Spectrum Retirement Communities. He serves as Vice President of the Austin Spartans Alumni Club and is active on the Membership Committee of BNI Executive Referrals. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with tailored client relationships supported by proprietary and third-party platforms.

Luis Castillo is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill Lynch, and Cetera Investment Services. Outside of advising, he receives royalty income as a professional writer with books published on Amazon.com. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has additional experience with Westlake Football Club. Villarreal also serves as an independent contractor brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate network.

Brian Tobin is a CFP® professional with 14 years of industry experience, currently advising at Mariner in Austin, TX. His career includes roles at LPL Financial, THE Vanguard Group, Kestra Financial, Merrill, and USAA Financial Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Matthew Williams is a financial advisor at Eagle Strategies (NY Life) based in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Williams Wealth Strategies and WWS Financial, LLC. Outside of his advisory role, he owns and operates WWS Financial, LLC, an entity used for business operations including staffing and office management. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Clay Howell is a financial advisor with Integrity Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience with prior roles at Mass Mutual Investors Services, Metlife Securities, and New England Securities. Howell is also an independent insurance agent specializing in life, accident, and health insurance planning for individuals and businesses. Integrity Alliance is an enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management, financial planning, and third-party manager services.

John Boyle is a financial advisor with Truist Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Hilltop Securities, Texas Capital Wealth Private Advisors, Wells Fargo, and Citigroup, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and extensive inter-affiliate integration.

Meshia Greer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked at the FDIC and Prairie View A&M University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm uses internal research and asset allocation models to tailor recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Kellie Blanco is a CFP® with 25 years of industry experience, currently serving at SPC since 2015. She holds Series 63 and Series 66 licenses and is based in Austin, TX. Outside of her advisory role, Blanco is a trustee of her deceased father's trust and serves as Vice President and Board Member of the McCallum High Schools Cheer Booster Club, as well as a committee member of the Austin Community Foundation's Women's Fund. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a nationwide network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.