Matthew Bowen is a financial advisor at Ausdal Financial Partners, Inc. in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Tokio Marine HCC Surety. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to meet each client's objectives and risk tolerance.

Julian Scoglio is a Series 65 licensed financial advisor with two years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Mary Miller is a CFP® certified financial advisor at Mission Wealth Management, LP with 18 years of industry experience. She has worked at Mission Wealth since 2023 and holds a concurrent position at the University of Texas at Austin since 2016. Prior to these roles, she spent over a decade at Per Stirling Capital Management, LLC, B.B. Graham & Co., Hill Country Wealth Management, and Choice Advisory Group, Inc. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Maria Patton is a financial advisor with Cary Street Partners in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Cary Street Partners since 2013 and also operates a tax advisory firm, MARIA PATTON CPA PLLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both typical and specialized institutional niches.

Richard King is a financial advisor at RFG Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Equitable Advisors. King is based in Austin, TX. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm primarily delivers discretionary portfolio management using a range of models and third-party platforms, and it serves as a sub-adviser to multiple exchange-traded funds.

Patrick Pucher is a CFA® charterholder based in Austin, TX, with seven years of industry experience. He currently works at HUB Investment Partners, LLC, where he has been since 2025. His prior roles include positions at LRT Capital, Deep Field Asset Management, Crowdout Capital, and Blackgold Capital. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 supported by quantitative and qualitative manager screening.

Louis Perez is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at McCoys Building Supply and held various roles in retail and other sectors. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate pension and profit-sharing plans, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated companies.

Richard Lewins is a financial advisor with RFG Advisory, LLC who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with RFG Advisory since 2021 and also owns Lewins Law, a law firm where he has represented clients in litigation since 2009. RFG Advisory provides investment advisory and planning services to a broad range of clients, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using various model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to private and structured investments.

Christopher Kilmer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Victory Financial Group, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, SII Investments Inc., and Retirement Counselors Inc. Kilmer also serves as a notary in Dripping Springs, Texas. 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 diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching.

Simon Miselis is a financial advisor at HUB Investment Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners since 2019, following eight years at Charles Schwab. Outside of his advisory role, he assists with maintenance projects for his wife’s property management company. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client goals.

Colton Larue is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Victory Financial. His prior roles include positions with Nace LaRue Wealth Team, Southwestern Investment Advisory Services, Raymond James Financial Services, and Axa Advisors. Outside of his advisory work, he is an officer and insurance agent with Financial Independence Group. 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 combining Modern Portfolio Theory with fundamental and behavioral analysis to create tailored model portfolios utilizing mutual funds and ETFs.

Steven Duchaine is a financial advisor at Stephens with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Stephens in 2023, he worked at AllianceBernstein and ChemPoint. He also spent five years with the Seattle Seahawks. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

Diane Dixon is a CFP® with 21 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She holds managing member roles at Keeper Collection, LLC, which develops interactive cookbook software, and Gens Du Monde, LLC, a food product manufacturing and marketing business. Dixon also provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving over 5,600 clients with comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach integrating behavioral economics and proprietary quantitative measures, and offers access to alternative investments and precious metals custody.

Raymond Deragon is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Stanford Group Company, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Michael Kurth is a financial advisor at Financial & Tax Architects, LLC with the PFS™ designation and a Series 65 license. He has one year of industry experience and has held positions at several firms, including Kurth Tax & Planning PLLC, CST Group CPA's and Business Advisors, and Heil Wealth Management. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm offers a range of services including retirement-plan consulting, educational seminars, and proprietary investment strategies focused on market trends and customized allocations.

Reed Clemons is a CFP® professional with 11 years of industry experience, currently with Momentum Independent Network Inc. since 2015. He holds the Series 66 designation and is based in Austin, TX. Outside of his advisory role, Clemons serves as Treasurer for Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and combines discretionary and non-discretionary portfolio solutions using quantitative, fundamental, and technical analysis, along with specialized overlay strategies and municipal fixed-income options.

Phillip Flores is a financial advisor at Victory Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Purshe Kaplan Sterling Investments. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to support client decision-making.

Elio King is an investment advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2010, and prior to that at Hilltop Securities and Citigroup Global Markets. King also owns and manages King Global Investments, LLC, an entity that operates securities and investment advisory businesses. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients, providing customized wealth management through a network of independent advisers. The firm’s portfolio construction emphasizes a long-term approach using mutual funds, ETFs, equities, and fixed-income securities, and it features a service model that integrates broker-dealer affiliation and a variety of investment options.

Judy Moore is a financial advisor at Prospera Financial Services, Inc. in Austin, TX, with 50 years of industry experience. She has been with Prospera since 2000 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is an independent distributor for Youngevity, a company selling nutrition and skin care products, and volunteers as a precinct chairperson for a local nonprofit in Austin. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Zamora is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including CreativeOne Wealth and Townsquare Capital LLC. Zamora has operated the Zamora Advisory Group since 2018, offering fixed life and annuity products and expanding into investment advisory services. Additionally, he is a licensed Certified Public Accountant and has been involved in insurance sales since 1993. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory. The firm uses a top-down macroeconomic asset-allocation process to manage portfolios and offers a range of strategies, including alternative investments and direct indexing.