Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms.

Theodore Lisa is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. His work history includes academic and hospitality roles prior to joining the firm. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term, diversified asset allocation approach influenced by Modern Portfolio Theory. The firm offers tiered fractional family office services and employs proprietary and third-party model portfolios.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.

Nader Al Mooshi is a Series 66 licensed advisor with nine years of experience, currently associated with Kestra Private Wealth Services, LLC since 2023. Prior to Kestra, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank for a total of 12 years. He serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. He is also the founder of Mooshi Wealth Planning & Management. Kestra Private Wealth Services operates through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and advisory services to individuals and institutional clients, with both discretionary and non-discretionary arrangements.

Pamela Friedman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior experience includes roles at Silicon Hills Wealth Management and teaching financial planning courses at The University of Texas at Austin. She is the founder of Divorce Planning of Austin, LLC, and has authored educational materials related to finance. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and planning services. The firm manages $8.76 billion in assets and utilizes in-house model portfolios, third-party managers, and a diverse set of investment tools.

Ryan Nelson is a financial advisor at Aspiriant, LLC in Austin, TX, holding Series 66 and Series 65 licenses with 11 years of industry experience. He has worked at Aspiriant since 2016 and previously held roles at First Allied Advisory Services, Wells Fargo Clearing, Wells Fargo Investments, and Equitable Advisors. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using asset allocation guided by internal capital market expectations and offers access to a range of investment vehicles, including proprietary mutual funds and private offerings.

Zachary Hawkins is an investment advisor with 11 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of advising, Hawkins is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and he also assists nonprofits by helping develop charitable plans through 25 Giving. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement‑plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy, utilizing proprietary and third-party model portfolios, emphasizing behavioral coaching and regular portfolio rebalancing.

Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

William Krivicich is a CFA® charterholder with 27 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2019 following prior roles at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent advisory firm providing financial planning and asset management services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets, providing access to a broad range of investment products and specialized services while maintaining operational relationships that support retirement plans, insurance companies, and third-party adviser arrangements.

Josef Ghaussy is a CFP® with eight years of industry experience, currently serving as an investment advisor at HUB Investment Partners, LLC. He has held roles at multiple firms including HUB Investment Advisors, Inc., SilverStone Asset Management Inc., and M Holdings Securities, Inc. Outside of his advisory work, he participates as an interest group leader with the Omaha Venture Group, assisting in nonprofit organization selection for potential funding. HUB Investment Partners serves a diverse client base including institutional investors, municipalities, foundations, and high-net-worth individuals. The firm employs both active and passive investment strategies across a range of securities and offers specialized services for banking and thrift clients, combining quantitative and qualitative approaches with routine portfolio reviews.

Robert Vassilev is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at Liquid To Lips, MKTG, North Italia, Texas A&M University Corpus Christi at RELLIS, and Westlake High School. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory services including retirement plan consulting and access to third-party asset managers.

Ryan Zwarg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. He is the founder and principal of Kingdom Private Wealth, an insurance-related business focused on wealth and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through 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, with a structure supporting discretionary and non-discretionary arrangements.

David Barnett is a CFP® professional with 30 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, joining both in 2025. Barnett previously held roles at Bank of America, Merrill, and Banc Of America Investment Services. He is also a co-founder and managing partner of Ascend Private Wealth Partners, where he serves as a wealth advisor. 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 manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements and specialized offerings.

Matthew Almquist is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at TCG Advisors, SALI Fund Services, Retail Insite, and educational positions at the University of Texas and Santa Fe Christian Schools. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory solutions through both proprietary and third-party platforms.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. 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 combined with tactical rebalancing and behavioral coaching.

Adam Broughton is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, 3P Consulting, Inc. DBA Planning Better Lives, Independent Financial Group, LLC, and Ameriprise. Outside of his advisory role, he is also an author based in Driftwood, TX. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, institutional mutual funds, direct securities, and alternative investments.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. She has worked at Realta and its affiliated entities since 2018 and was previously with Cary Street Partners from 2013 to 2018. Outside of her advisory work, she is an investor and member of PHO Real Enterprises, an LLC holding private shares in a beverage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and asset allocation strategies across a range of investment types, offering in-house portfolio management, third-party manager programs, and retirement-plan consulting.