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.

Ryan Brown is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at PKS Investments and Victory Financial Group and is the founder and owner of Bougies Donuts LLC, a donut and coffee shop in Austin, TX. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation with tactical rebalancing and behavioral coaching.

Justin Smith is a financial advisor at Victory Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors, LLC and Axa Advisors, LLC, and he has maintained an entrepreneurial role at Scale Up (Smith & Krause, LLC) since 2016. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a diversified, asset-allocation model portfolio approach combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investment vehicles, utilizing both third-party managers and proprietary strategies.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 22 years of industry experience. Prior to joining Kestra in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2021. He is also involved with TRUE ALPHA WEALTH MANAGEMENT, providing financial planning and asset management services. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities, offering a range of advisory solutions such as managed portfolios, financial planning, and specialized programs for annuities and 529 plans.

Arun Keswani is a CFA® charterholder with eight years of industry experience. He is currently with Forum Financial Management, LP and has previously worked at Dimensional Fund Advisors, ARGA Investment Management, LP, and Foreside Financial Services, LLC. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses a model asset-allocation approach based on Modern Portfolio Theory, primarily implementing portfolios with institutional mutual funds and ETFs, and supports other RIAs with back-office and sub-advisory services.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Victory Financial, he held roles at Raydia Food Group, FedEx, and studied at the University of Arkansas. Victory Financial Group serves a diverse clientele, including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct model portfolios tailored by adviser teams.

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.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach using model portfolios based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis.

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.

Ryan Bubela is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with both Strategic Financial Concepts and LPL Financial LLC since 2009. Outside of advisory services, he is involved in insurance sales, focusing on non-variable and fixed insurance products. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, third-party manager solutions, and integrates financial planning with investment management.

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.

Adam Tolle is a financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he serves as chairman of the Clinch County Board of Assessors and holds leadership positions in local nonprofit organizations such as the Clinch County Lions Club and the Clinch County Touchdown Club. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and platforms, providing investment management, financial planning, and fiduciary consulting with access to various product types and co-advisory solutions.

Brian Wells is a financial advisor at HUB Investment Partners, LLC in Folsom, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Veripax Wealth Management and LPL Financial. He is also licensed as an independent insurance agent, selling life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and utilizes various platforms and sub-advisors to deliver tailored investment solutions.