Steven Battel is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also the managing director and wealth manager at Liberty Wealth Solutions, an affiliated insurance business. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and access to private fund placements, utilizing multiple advisory platforms and a range of investment products.

Richard Lewins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at RFG Advisory’s ARIV Wealth since 2021 and operates Lewins Law, a litigation law firm he founded in 2009. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion across more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, emphasizing risk-managed, tax-aware approaches and serving a broad client base including individuals, institutions, and investment companies.

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.

Gary Baker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he teaches as an adjunct instructor at Washington University and is involved in leadership consulting and coaching services through his founding role at the Relational Advisor Organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed discretionary and non-discretionary accounts with a range of financial planning, consulting, and investment solutions across multiple platforms.

Tyler Staniford is a financial advisor with 8 years of industry experience, currently with 49 Financial. He holds a Series 66 designation and has previously worked at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of advising, he is also licensed as an insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and a tiered fractional family office program. The firm emphasizes a disciplined, long-term diversified asset allocation approach implemented through proprietary and platform model portfolios.

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.

Keith Stinebaker is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at several firms including Kalos Capital, National Planning Corporation, and AE Wealth Management. Outside of advisory roles, he serves as president of L & S Capital Investments, a tax and accounting business. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

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.

Douglas Da Palma is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 credential. He has under one year of industry experience and has held various roles prior to joining 49 Financial. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach primarily using mutual funds, ETFs, and selected third-party managers.

Steven Duchaine is a financial advisor at Stephens in Austin, TX, with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Stephens in 2023, he worked at AllianceBernstein and ChemPoint, among other firms. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Diane Dixon is a CFP® with 20 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She also manages business interests in manufacturing and marketing food products through Gens Du Monde, LLC, and develops interactive cookbook software with Keeper Collection, LLC. Additionally, she provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Raymond Deragon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2013. He holds the Series 66 designation and is based in Austin, TX. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a consultative approach to determine client objectives and risk tolerance, offering portfolio management across various asset classes and access to proprietary strategies through its affiliated asset manager.

Reed Clemons is a CFP® with 10 years of industry experience, currently serving as a financial advisor at 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 the nonprofit Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates for investment management and cash management features.

Dillon Hakes is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. He previously worked at Private Asset Management Inc for five years and UBS Financial Services for four years. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

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.

Amy Fredritz is a financial advisor at Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Edward Jones from 2016 to 2024. Outside of her advisory role, she serves as Treasurer of the Marion Foundation board and as Vice President of the Marion Technical College Foundation board. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms.

Larry Lyons is a financial advisor with Transce3nd LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience and has worked with firms including Lyons Wealth Management and Madison Avenue Securities. Outside of his advisory work, he serves as chairman of the finance committee for First Redeemer Church and is a board member of Whispering Hope. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models via AE Wealth Management’s platform.

David Brandt is a CFP® professional with 26 years of experience in the financial services industry. He is currently an advisor at Kestra Private Wealth Services, LLC, where he has worked since 2020. Prior to Kestra, he spent 11 years with Ameriprise Financial Services, Inc. Brandt serves as Vice President on the board of the Highline Educational Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and specialized retirement plan services, supporting advisors with multiple platform options and both in-house and third-party managed solutions.

Elio King is a financial advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2010. King also owns and manages King Global Investments, LLC, an entity operating securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical trading and rebalancing.