Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, following prior roles at Riverstone Wealth Management, Oppenheimer, and Stanford Group Company. 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 constructs portfolios using a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory role, he is a member of MHW Holdings, Ltd., an LLC formed for liability and administrative purposes among fellow Kestra advisors. 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 broad range of investment products through discretionary and non-discretionary arrangements.

Arun Keswani is a CFA® charterholder with nine years of industry experience, currently serving at Forum Financial Management, LP. His prior roles include positions at Dimensional Fund Advisors, ARGA Investment Management, and Foreside Financial Services. Keswani is based in Austin, TX. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios grounded in Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to other advisors.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Raydia Food Group, FedEx, and the University of Arkansas. Victory Financial Group serves a wide range of clients 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 incorporates fundamental, cyclical, and behavioral analysis to create diversified model portfolios.

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 Jr. is a CFP® with 36 years of experience in the financial industry, currently serving at Per Stirling Capital Management, LLC since 2017. His prior roles include positions at Ameriprise, Couch Hallum Financial Group, Spicewood Oaks Advisors, and B.B. Graham & Company. Outside of advisory work, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs fundamental, technical, and statistical methods in portfolio design and offers proprietary model portfolios managed by its directors.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held various roles within Financial Gravity-affiliated firms since 2001 and serves as CEO of Financial Gravity Enhanced Markets, LLC, and as a Board Member of Financial Gravity Companies. Pollock also participates in the Tax Master Network, assisting with tax planning and onboarding new representatives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, 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 and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 65 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 a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations, offering financial planning, wealth management, and ERISA plan services with an asset-allocation driven investment approach.

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 Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Eric Negron is a financial advisor at Forefront with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles across Forefront Wealth Partners, Elevated Business Partners, Calton & Associates, and other firms. Negron is also involved in several business ventures including Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services, respectively. Additionally, he partners in an IT consulting firm serving financial advisors and hosts an annual conference for advisors. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services, with a multi-advisor structure that integrates related businesses including tax and insurance partners.

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.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Logan Moulton is a CFA® charterholder and portfolio manager with Waterloo Capital in Austin, TX, holding industry experience of 2 years. He has worked at Waterloo Capital, Intelligent Wealth Solutions LLC, and other firms since 2019. Moulton manages customized investment portfolios within Waterloo Capital’s platform. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing roughly $2.26 billion across 2,600 clients. The firm uses fundamental analysis and a long-term, buy-and-hold approach to build customized portfolios, with access to third-party sub-advisers and a range of investment tools including private placements and securities-backed lending.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. 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 range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.