Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Nicholas Riotto is a CFP® with three years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM HOLDINGS LLC, an online retail business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of 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 retirement plan services, supporting advisors with multiple investment platforms and access to both in-house and third-party managed solutions.

Lawrence Najvar Jr. is a financial advisor at Aegis Capital Corp. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously spent 28 years at Edward D. Jones & Co., L.P. before joining Aegis Capital Corp. in 2024. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

David Pergande is a financial advisor at M Holdings Securities, Inc. in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hilltop Securities Inc., First Palladium, LLC, Ash Brokerage, and Mercap Securities, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Jeremy Wood is a financial advisor at Kestra Private Wealth Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra and affiliated firms since 2014. In addition to his advisory role, Wood is a licensed insurance agent writing life and disability policies and serves as managing member of Podium Financial Partners. 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 offers a range of investment management and financial planning services, supporting advisors with multiple platform options and supervisory oversight.

Daniel Driver is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at TCG Advisors, LP and Ameriprise Financial Services, Inc. He is also a founding member of Driver Adams Capital LLC in Austin, Texas. 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 strategies, employing technical and cyclical analysis to align investments with client objectives.

Charles Smith is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns an RV rental business and provides clients with health insurance analysis through Caribou Wealth and Move Health. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan options.

Dennis Laughlin is a financial advisor at Kestra Private Wealth Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2010 to 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, advising on church finance and budgeting matters. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services while supporting independent advisor decision-making and providing access to both in-house and third-party managed solutions.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Kestra Private Wealth Services and Kestra Investment Services since 2014 and also works with Washington Wealth Management, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to multiple platforms and third-party managed solutions.

Tobith Mckenzie is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at PNC Investments and Comerica Securities, Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of investment solutions through an open-architecture platform and manages approximately $2.25 billion in assets.

Jared Toren is a financial advisor at Apollon Wealth Management, LLC in Austin, TX, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Proper Wealth Management for five years. Outside of advisory work, he is an independent insurance agent and manages a small business consultancy focused on marketing strategies for business owners. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive portfolio management and financial planning services. The firm combines centralized strategy oversight with local portfolio decision-making and employs a range of investment techniques including tax-aware tools and independent sub-manager engagement.

Joseph Blackwell is a Series 65-licensed advisor at Waterloo Capital with one year of industry experience. Prior to joining Waterloo Capital, he has held roles in education and the service industry, including work at Vanguard College Preparatory School, Austin College, and Rudys Country Store and BBQ. Waterloo Capital is a multi-team SEC-registered adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers a broad range of investment tools alongside comprehensive financial planning and consulting services.

Kenneth Cooper is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, Commonwealth Financial Network, and Carr Riggs & Ingram, where he became a partner emeritus. Outside of advisory activities, Cooper serves as a managing member of Cooper Capital Advisors, LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets for individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and offers services including financial planning, portfolio management, and retirement plan consulting.

Timothy Silver is a CFP® professional with 10 years of industry experience, currently serving as an advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he spent a decade at Millennium Advisory Services, Inc. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension and profit-sharing plans, and municipal entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis alongside regular portfolio reviews to align investments with client objectives and risk tolerances.

Jordan Cantrell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Edward Jones for 12 years. Outside of his advisory role, Cantrell is a part owner of a marina expansion and dry stack project in Washington, NC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting both discretionary and non-discretionary accounts with access to multiple platforms and third-party solutions.

Cody Hall is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial industry. He is currently with Trajan Wealth, L.L.C., where he has worked since 2022, following roles at Fisher Investments and several other firms. Outside of advisory work, he has experience running a tennis-related business offering racket stringing and lessons. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutions, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to client objectives.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. He is a co-founder of Symphony Wealth Group, an insurance-related business. 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 offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various investment platforms and managed solutions.

Katherine Sung is a financial advisor at Per Stirling Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Generation Focus. Outside of her role at Per Stirling, she is also a registered representative at B. B. Graham & Co. Inc. 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 and delivers portfolio management and tailored planning through a team of about 30 advisors.

Earline Chapa is a financial advisor at Waterloo Capital with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Waterloo Capital, formerly Virtus Private Wealth Management, since 2004. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold investment approach, comprehensive financial planning, and access to third-party sub-advisers and educational seminars.

Randy Flowers is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently with Waterloo Capital and Intelligent Wealth Solutions, having joined both firms in 2022. His prior experience includes roles at Pacific Investment Management Company LLC, Aspiriant LLC, and Goodwater Wealth Management of Raymond James. Waterloo Capital is a multi-team, SEC-registered advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across a range of customized investment portfolios using fundamental analysis and a long-term, buy-and-hold approach, supplemented by access to third-party sub-advisers and a broad array of investment tools.