Kimberly Perry is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Financial Gravity Family Office Services, LLC and previously worked at Horter Investment Management. In addition to her advisory role, Perry operates a separate CPA practice providing accounting, payroll, tax preparation, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios.

Michael Delafuente is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at USCA RIA LLC and USCA Securities, LLC from 2014 to 2021. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a variety of investment strategies tailored to client objectives.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His background includes roles in various industries such as marketing, hospitality, and delivery services. 49 Financial serves a diverse client base including individuals, 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 approach using proprietary and platform model portfolios mainly composed of mutual funds and ETFs.

Alexander Garcia is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Stone Asset Management, Inc., Beyond U, Inc., and Wealth Analytics Partners, LLC. He is based in San Diego, CA. HUB Investment Partners provides investment management and retirement 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 allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

Kalen Darling is a Series 65 credentialed financial advisor at HUB Investment Partners, LLC with six years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked for Mraz Amerine & Associates Inc. from 2019 to 2024 and held positions at Balboa Capital and two universities. HUB Investment Partners serves a diverse client base including institutional and individual investors, 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 uses quantitative and qualitative analysis to guide investment decisions.

Colin Wagner is a financial advisor at Kestra Private Wealth Services, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Charles Schwab. Outside of his advisory role, he serves as a Senior Client Service Specialist at Ascend Private Wealth Partners, providing market insights and client service support. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services and investment solutions across multiple platforms, including discretionary and non-discretionary management, with capabilities spanning mutual funds, ETFs, equities, fixed income, and alternative investments.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Kestra in 2021, he worked at Bank of America and Merrill. He serves as president of the Ocean Reef Towers Board of Directors, addressing community issues in Boca Raton, FL. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

Zachary Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. Outside of his advisory work, Ashbee owns Dauphine Capital, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with various platforms and access to in-house and third-party managed solutions.

Jose Monreal is a CFP®-credentialed financial advisor at Mission Wealth Management, LP with seven years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, portfolio management, financial planning, and institutional retirement plan services with an investment approach that incorporates long-term strategies across various asset types including alternative investments.

Micah Damrow is a financial advisor with 7 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Axa Advisors. Outside of financial advising, Damrow coaches high school basketball and serves as a deacon involved in community group leadership at The Austin Stone Community Church. 49 Financial serves individual and high-net-worth clients, trusts, estates, and corporations, offering financial planning, investment management, consulting, and fractional family office services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios with ongoing oversight of allocations and manager performance.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Waterloo Capital since 2018 and previously at Calton & Associates, Inc. and Raymond James & Associates. She is also a partner in HMI, LLC, an investment-related business involved with private equity. Waterloo Capital is a multi-team SEC-registered advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold approach supplemented by access to third-party sub-advisers and a wide range of investment tools.

Dean Specker is a financial advisor at Financial Gravity Family Office Services, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Bernard Tax and Bookkeeping and Forta Financial Group, Inc. Outside of advising, he operates an online merchandise business and serves as a CPA providing financial reviews for private companies. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of analytical approaches to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Timothy Hummel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Millennium Advisory Services, Inc. for 10 years before joining HUB Investment Partners, LLC in 2024. He is based in Austin, TX. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm utilizes a combination of internally managed model portfolios and customized strategies, incorporating technical and cyclical analysis to align investments with client goals and risk tolerance.

Katherine Zamora is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Per Stirling since 2012 and is also associated with B. B. Graham & Co. outside of her primary role. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside comprehensive financial planning and consulting services.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. 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 small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

Michael Zesati is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LifePro Asset Management, Morgan Stanley, and Thrivent Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches alongside AI-assisted tools to support research and client service.

Richard Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Kestra in 2023, he spent 28 years at Edward D. Jones & Co., L.P. He is president of Inspired Wealth Planning, an insurance-related business, and also leads Central Planning Group. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses with a range of advisory and financial planning services.