Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones offers 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 and provides discretionary portfolio management alongside services such as tax preparation, real estate consulting, and family office administrative support.

Blake Mctee is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously served in the United States Air Force and is currently a flight commander and special warfare officer with the Texas Air National Guard. 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 a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Ransom Adams is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at U.S. Capital Wealth Advisors, LLC, and USAA Investment Management Company. Outside of advisory services, he spends time as an agent selling fixed insurance. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, using both in-house teams and external managers with a blend of traditional and alternative investments.

Robert Huddleston is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Morgan Stanley, and E*TRADE Capital Management. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of services including portfolio management, retirement planning, and specialized consulting for banking and municipal clients.

Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services tailored to banking and municipal clients.

Wesley Gallup is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. 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 employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing 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 integrates quantitative and qualitative manager screening in its process.

Hunter Coleman is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates and the Louisiana Public Service Commission. Outside of his advisory role, Coleman serves as Board Treasurer for aGLIFF, is a board member of the Columbia Alumni Association of Austin, and is involved in entrepreneurial ventures including a photography and design studio and a candle-making company. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs and advisory solutions on an open-architecture platform, combining custody, banking, and market-making capabilities with firm-sponsored and third-party strategies.

Mark Herman is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2021 and previously worked at Astoria Strategic Wealth and Bell Wealth Management. He also serves in the U.S. Army Reserve, where he has been active since 2011. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, personalized financial planning, and investment management services. The firm employs a "total picture" approach that integrates various aspects of financial planning and offers a diverse range of investment options, managing accounts primarily on a discretionary basis.

Julia Rasell is a Series 66 credentialed advisor at HUB Investment Partners, LLC with three years of industry experience. She has held roles at HUB International Great Plains LLC and M Holdings Securities, Inc. since 2015. Rasell serves on the board of the Bekins Foundation, a charitable organization involved in reviewing and determining donation recipients. 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 utilizes a combination of active and passive investment strategies across various asset classes and employs both quantitative and qualitative methods in manager selection and portfolio reviews.

Olivia Demissie is a financial advisor at HUB Investment Partners, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at AFS Financial Group, LLC for 12 years. She also maintains a real estate license outside of her advisory work. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement 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 strategies and employs technical and cyclical analysis to align investments with client objectives.

James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Chad Perry is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Level Four Advisory Services, and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance services and tax preparation activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and third-party sub-advisers.

Mia Cattaneo is a CFP® professional with two years of industry experience, currently working at Mission Wealth Management, LP in Austin, TX. She has held roles at Mission Wealth Management since 2021 and previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans, endowments, and charitable organizations. The firm offers a comprehensive wealth management approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, providing tailored portfolios that include a broad range of asset types and services.

Brandon Bullock is a Series 65-credentialed financial advisor with eight years of industry experience. He has worked at HUB Investment Partners, LLC since 2026 and has held prior roles at HUB International Limited and Taylor Advisors, Inc., including the predecessor firm Taylor Advisors. HUB Investment Partners serves a diverse client base of institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized programs such as the Managed Asset Portfolio Program for municipal cash management. The firm uses a combination of active and passive investment strategies across multiple asset types and provides tailored services for banking and municipal clients.

Erik Hansen is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at GLOBAL Retirement Partners, Empower Advisory Group, and Massachusetts Mutual Life Insurance Company. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and defined contribution plan advisory services. The firm uses a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening, and provides specialized services for banking and municipal clients.

William Moening is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Aegis Capital Corp. He previously worked at RBC Capital Markets, LLC and Wells Fargo Clearing. Moening is a board member of the nonprofit Mainspring Schools in Austin, TX. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable emphasis on non-discretionary asset management and active broker-dealer activities.

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.