Blake Mctee is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 66 designation and has previously worked with USCA Securities LLC, U.S. Capital Wealth Advisors, and Wells Fargo Clearing Services. In addition to his advisory roles, he serves as a flight commander with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management services that combine internal management with third-party models and tailored asset allocation.

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.

Grant Withers is a financial advisor at Kestra Private Wealth Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. He is based in Austin, TX. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a broad range of investment products and specialized offerings, including annuity subaccount management and 529 plan services.

John Ritter is a CFP® professional with 23 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior work includes roles at Kestra Financial Inc. and as principal of Ritter Daniher Financial Advisory, LLC for over two decades. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process using its proprietary Sojourn™ application and provides specialized services such as custom option overlays and hedging strategies for concentrated positions.

James Henry is a financial advisor at 49 Financial based in Austin, TX, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, 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.

Theodore Horowitz is a CFP®-certified financial advisor with over 31 years of industry experience. He currently serves at Kestra Private Wealth Services, LLC, where he has worked since 2021. Prior to this, he spent nine years with Ameriprise Financial Services, Inc. Horowitz is the managing partner of TELA Holdings, LLC, operating under the name Bull and Bear Wealth Management, an independent advisory business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Ransom Adams is a CFP® with 18 years of industry experience and currently serves as an advisor at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, and held multiple roles at USAA from 2009 to 2018. Outside of his advisory work, Mr. Adams sells fixed insurance approximately 10 hours per month. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing roughly $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that integrate internal management, third-party models, and tailored asset allocation.

Noe Lopez is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, JPMorgan Securities, and First Command Advisory Services. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion in assets for about 1,074 clients, using a team-based approach and proprietary model portfolios tailored to clients’ objectives and risk tolerance.

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.

Micah Medellin is a financial advisor at Transce3nd LLC (marketed as e3 Wealth) with two years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities and Texas State University. Outside of advising, he works as a driver for Uber. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, charitable organizations, and institutions. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers, offering a range of investment management and consulting services.

Michele Daniher is a CFP® with 10 years of experience in financial advisory. She is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans through discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process includes a customized policy developed with clients, combining various securities and specialized strategies, and it offers institutional retirement plan services and trustee options through an affiliated trust company.

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.

Deanna Austin is a CFP® professional with two years of experience at Per Stirling Capital Management, LLC. She previously worked at Ark Financial and held a position at Texas Tech University. Per Stirling Capital Management, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across about 1,074 clients, utilizing a team-based approach and proprietary model portfolios.

Bridget Tetak is a CFP® and holds a Series 66 designation with 11 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 after nine years at Bank of America and Merrill. Outside of her advisory role, she serves on the boards of TRANSITIONS, INC., a domestic violence shelter, and Bethesda Care System, and chairs a committee for the Zanesville Kiwanis Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and utilizes various platforms and specialized services while overseeing advisor recommendations within its approved menu.

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.

Ashley Ament is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2025, she spent 15 years with Bank of America and Merrill Lynch. She is a co-founder and owner of Ascend Private Wealth Management, a wealth management business. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and platforms.

Matthew Anderson is a financial advisor with Per Stirling Capital Management, LLC, holding CFP® and Series 66 credentials and 19 years of industry experience. He has worked at B.B. Graham & Company, Inc. and Securities America Inc, among other firms. Outside of his advisory work, Anderson owns and operates a livestock ranching business. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for 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 construct discretionary portfolios tailored to various investment objectives.

Mark Herman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Astoria Strategic Wealth and Bell Wealth Management. He has also served in the U.S. Army Reserve since 2011. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies and offers a range of service models, including financial planning and consulting engagements.

Nathan Trenholm is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at B B Graham & Company since 2017 and Whittier Trust Company from 2016 to 2017. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs a team of about 30 advisors and manages approximately $1.566 billion in assets using fundamental, technical, and statistical investment analysis.

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.