Morgan Ostos is a financial advisor at Robertson Stephens with a Series 65 designation. He has one year of advisory experience and previously worked five years at PricewaterhouseCoopers. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm manages $8.76 billion in assets and offers discretionary and non-discretionary portfolio management, investment consulting, and planning services including tax and estate planning.

Michael Harvey is a financial advisor at Strategic Financial Concepts, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Concepts and LPL Financial since 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party money managers, as well as comprehensive financial planning, and integrates multiple LPL program offerings alongside insurance-related activities.

Scott Hendrix is a financial advisor at Calton & Associates, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2019. Prior to that, he was employed at SPC, Sigma Financial Corporation, and Edward Jones. Outside of his advisory work, Hendrix is involved in local business networking as a group leader for Network In Action of Central Texas and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates is a multi-team firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products through its dually registered representatives.

Brandon Curley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Prior to joining Brighton Jones in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2019 to 2025. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for high-net-worth clients, offering discretionary portfolio management alongside access to private and public investments, supported by an affiliated ecosystem that includes private investment fund management and fiduciary services.

Coleman Fox is a CFP® professional with two years of industry experience, currently affiliated with HUB Investment Partners, LLC. His prior roles include positions at Millennium Advisory Services, Inc, Virginia Community Capital, and several financial planning firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, 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.

Timothy Myers is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, and Citigroup Global Markets. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, private fund advisory, and a wrap fee program, utilizing a mix of in-house teams, external managers, traditional and alternative investments, and AI-supported research.

Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, USCA Securities LLC, USCA RIA LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a minority owner of two restaurant ventures, Original Brooklyn Pie Inc., in Round Rock and Austin, Texas. Arax Advisory Partners offers wealth management services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house teams, external managers, model portfolios, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

James Gilley Jr is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC. He is also involved with USCA Municipal Advisors LLC, providing financial advisory services to municipalities and government entities. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, external managers, and a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Brooks Palmer is a CFP® with six years of industry experience, currently advising at Root Financial Partners in Austin, TX. Prior to joining Root, he worked at Dimensional Fund Advisors and Ark Royal Wealth Management. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive allocations tailored to client objectives and also offers educational seminars and online academies separate from advisory services.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Rick Horton is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Wealthplan Advisors. He is based in Austin, TX. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors. The firm employs both active and passive investment strategies and offers a range of services such as portfolio management, retirement planning, and specialized solutions for banks and municipalities.

Chase Abshier is a Series 65 licensed financial advisor with eight years of industry experience. He is currently with Arax Advisory Partners and previously worked at US Capital Wealth Advisors LLC. Before entering the financial industry, he was involved with Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal teams and external managers along with traditional and alternative investments.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked at Intrust Bank for 10 years and held roles at LPL Financial and Mass Mutual Investors Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and incorporates both quantitative and qualitative methods in its investment process.

Alp Atabek is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with AFS Financial Group and Commonwealth Financial Network. He is also a part owner of MoneyNav, LLC, a company focused on software development for retirement plan sponsors and participants. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized advisory services. The firm employs a combination of active and passive investment strategies and provides dedicated solutions for banking and municipal clients.

Clifford Mctee III is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Arax Advisory Partners. His background includes roles at U.S. Capital Wealth Advisors, USCA Securities LLC, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he owns and operates a general contracting business and serves as a FINRA arbitrator. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, employing a combination of in-house teams, external managers, and alternative investments within a multi-team platform of over 200 advisors.

Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at UBS Financial Services and Riverstone Wealth Management before joining Kovack Advisors in 2013. Kovack Advisors is a multi-team registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported platform to deliver portfolio management and financial planning services through a combination of internally created models and third-party managers.

Kelly Cooper is a CFP® with 13 years of industry experience currently advising at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he also provides fixed insurance solutions to clients and manages family assets as a limited partner in a private investment entity. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house teams, external managers, and a blend of traditional and alternative investments, and it supports its offerings with AI tools and third-party analytics.