Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Girish Navare is a CFA® charterholder and financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Outside of his primary advisory work, he serves as Director of Investment Strategies at Eagle Harbor Advisors, focusing on portfolio management and investment due diligence, and is involved with Eagle Harbor Insurance, offering fixed insurance solutions. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a broad range of assets and offers diverse investment products and specialized services while overseeing advisor recommendations within an approved platform.

Bradley Slater is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, SALI Fund Services, and Lion Street Financial. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm managing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to private funds, with a focus on combining internal management, third-party models, and tailored asset allocation.

Joshua Huard is a financial advisor with Transce3nd LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Kalos Management, Kalos Capital, National Planning Corporation, and APU Partners, where he has also engaged in case design, client services, and insurance and fixed annuity sales. He is a minority owner and Investment Advisor Representative at Transce3nd and serves as a case design and operations specialist for related entities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm utilizes a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, implementing portfolios primarily through third-party models and money managers.

Jack Bunter is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at The University of Nebraska Foundation and Freedom Clad Financial, and held various roles at FedEx and educational institutions. 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 tiered fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

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.

Brock Martin is a financial advisor with 5 years of industry experience currently at 49 Financial. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is involved as a shareholder and ranch owner at Eagle Ranch Coke County LLC. 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 based on Modern Portfolio Theory.

Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.

Brandon Curley is a CFP® with six 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 comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and ongoing monitoring. The firm offers a range of investment options and family-office services, including private-investment opportunities through its subsidiary Lenora Capital.

Barton Couch is a CFP® with 41 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior experience includes roles at Spicewood Oaks Advisors, Inc., Everbank, Couch Hallum Financial Group, LLC, and Securities America, Inc. He is also involved in side business activities including insurance sales and advisory services through related entities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion for about 1,074 clients through a team of around 30 advisors and employs a combination of fundamental, technical, and statistical investment analysis methods.

Robert Yevchak is a financial advisor at Kestra Private Wealth Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors. Outside his primary role, he serves as Senior Vice President and Wealth Manager at Liberty Wealth Solutions, an independent registered investment advisor. Kestra Private Wealth Services, LLC offers 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 provides a range of investment products and specialized services delivered primarily through advisor-managed accounts and various platforms.

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.

David Riggenbach is a CFP® professional with 11 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2024, he worked at Edward Jones for nine years. He is also an elected council member for the Village of Whitehouse, Ohio. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a wide range of investment products and platforms, offering both discretionary and non-discretionary arrangements.

Jacob Weingarten is a financial advisor at 49 Financial with a Series 65 designation and less than one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club, as well as various positions in education and community organizations including California Polytechnic University and the YMCA. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Timothy Myers is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. 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 and third-party portfolio management, tailored asset allocation, and performance-based fee arrangements for qualified investors and private funds.

Tyler Pace is an advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses but has no prior industry experience. Outside of advising, he works as a fixed insurance agent and has experience as a food delivery driver. 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, and family office services, employing a disciplined, long-term investment approach using diversified model portfolios primarily composed of mutual funds and ETFs.

Faith Austin is a Series 65-licensed advisor at 49 Financial with two years of industry experience. She previously worked at Baylor University, including a role at the Student Athlete Center for Excellence. Outside of her advisory work, Austin is also a licensed insurance agent. 49 Financial serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

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.

Charles Palmer IV is a CFP® with 22 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2023 after previously working at Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also the owner of Tight Lines Financial Management LLC, involved in receiving and distributing income from Kindred Wealth Partners. 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 wide range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.