James Mc Daniel is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He previously worked at U.S. Capital Wealth Advisors for nine years and held positions at Commonwealth Financial Network and Austin Financial Partners. Outside of advising, he is involved in selling fixed insurance products on a limited basis. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Trevor Stepan is a financial advisor with 49 Financial in Austin, TX. He holds a Series 65 designation and has recently transitioned into the advisory field, with prior experience at Kestra Financial and American Campus Communities. His background also includes roles outside finance, such as at Cornerstone Christian Schools and Whataburger. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, using a model-based, long-term diversified investment approach.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.

Jullie Ann Strippoli is a financial advisor at HUB Investment Partners, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Charles Schwab and Weaver and Tidwell, L.L.P., where she was affiliated with Weaver Capital Advisors and Sowell Management. She is also a licensed insurance producer with authorization to sell life, accident, health, and HMO policies. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies informed by quantitative and qualitative analysis and maintains affiliations that provide a range of pension and institutional consulting solutions.

Brian Laughlin is a CFP® professional with 31 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2019. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, he serves as a voting member on the Board of Trustees for the Rockledge General Employee Pension Committee and holds a treasurer position at Calvary Chapel of Melbourne, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, while overseeing advisor recommendations within an approved product menu.

Molly Coyle is a financial advisor at HUB Investment Partners, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at Morgan Stanley and Morgan Stanley Private Bank, and has experience with the Republican National Committee’s Committee on Arrangements. HUB Investment Partners serves a diverse client base including institutional investors, corporate retirement plans, foundations, and individual clients. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both institutional and retail clients.

Michael Preis is a CFA® charterholder with 20 years of industry experience. He currently works at TCI Wealth Advisors, Inc. in Austin, TX, where he has been since 2025. Prior to joining TCI, he spent 15 years at Dimensional Fund Advisors. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm offers fee-only investment management and financial planning, focusing on an asset-allocation-driven approach that emphasizes diversification, long-term holding, and disciplined rebalancing.

Eric Rabbanian is a CFP® professional with 24 years of industry experience. He is currently with Apella Wealth and has operated his own firm, Rabbaniann Financial Planning, Inc., since 1999. Rabbanian is the sole owner and program instructor at RFP Education, LLC, where he develops instructional and exam materials for the Yale School of Management Certified Investment Management Analyst Program®. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and financial planning. The firm employs a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies and portfolio customization, supported by integrated technology and a broad institutional reach.

Edward Ware is a CFP® and holds a Series 65 designation with seven years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. Ware also has experience outside of finance, including a role at Boonsboro Country Club and time at Virginia Tech. HUB Investment Partners serves a diverse range of institutional and individual clients, offering a combination of active and passive investment strategies along with specialized services for banking and municipal clients. The firm provides portfolio management, retirement and financial planning, and manages accounts through platforms like HUB Advisor Connect and FinPath.

Janine Moore is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has previously worked with LPL Financial and Peak Financial Group, among others, and currently serves as Senior Vice President and Retirement Practice Leader at HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory services. The firm combines active and passive investment strategies with a focus on municipal, banking, and institutional clients, and maintains affiliations with related entities for specialized consulting and financial coaching.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory role, he is a member of MHW Holdings, Ltd., an LLC formed for liability and administrative purposes among fellow Kestra advisors. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products through discretionary and non-discretionary arrangements.

Arun Keswani is a CFA® charterholder with nine years of industry experience, currently serving at Forum Financial Management, LP. His prior roles include positions at Dimensional Fund Advisors, ARGA Investment Management, and Foreside Financial Services. Keswani is based in Austin, TX. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios grounded in Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to other advisors.

Steven Cooper is a financial advisor at HUB Investment Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Millennium Advisory Services, Inc., Cherry Bekaert Wealth Management LLC, and Wealthcare Capital Management Inc. prior to joining HUB Investment Partners. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Richard Hallum is a CFP® with 35 years of experience in financial advising. He has been with Per Stirling Capital Management, LLC since 2017 and has prior experience at B.B. Graham & Company, Inc., Spicewood Oaks Advisors, Inc., Couch Hallum Financial Group, LLC, and Securities America, Inc. Outside of advising, he manages a ranching operation through AJL Enterprises, 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 multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and comprehensive financial planning services.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has held various roles within affiliated firms under the Financial Gravity umbrella since 2001 and currently serves as CEO of Financial Gravity Enhanced Markets, LLC. Pollock is also a board member of Financial Gravity Companies and participates in tax planning and new representative onboarding through the Tax Master Network. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and often utilizes third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Cheryl Persons is a financial advisor at Frost Investment Services in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior roles include positions at PNC Investments and BBVA Wealth Solutions Inc., with a career spanning over a decade in related financial institutions. Frost Investment Services is a retail-focused SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining multiple investment strategies and research approaches.

Joshua Henson is a financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. He holds a Series 66 designation and has worked at several firms, including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory role, he has responsibilities related to fixed insurance sales. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach with model portfolios primarily composed of mutual funds and ETFs.

Lawson Day is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles in various service and retail sectors as well as four years affiliated with Texas A&M University. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services using a disciplined, long-term, diversified asset allocation approach.