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® professional 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, and 3P Consulting, Inc. He is also an author outside of his financial advisory work. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.

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.

James Mc Daniel is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He previously worked at U.S. Capital Wealth Advisors for nine years and held positions at Commonwealth Financial Network and Austin Financial Partners. Outside of advising, he is involved in selling fixed insurance products on a limited basis. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving 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 is notable for its use of performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Jullie Ann Strippoli is a financial advisor at HUB Investment Partners, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Charles Schwab and Weaver and Tidwell, L.L.P., where she was affiliated with Weaver Capital Advisors and Sowell Management. She is also a licensed insurance producer with authorization to sell life, accident, health, and HMO policies. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies informed by quantitative and qualitative analysis and maintains affiliations that provide a range of pension and institutional consulting solutions.

Molly Coyle is a financial advisor at HUB Investment Partners, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at Morgan Stanley and Morgan Stanley Private Bank, and has experience with the Republican National Committee’s Committee on Arrangements. HUB Investment Partners serves a diverse client base including institutional investors, corporate retirement plans, foundations, and individual clients. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both institutional and retail clients.

Michael Preis is a CFA® charterholder with 20 years of industry experience. He currently works at TCI Wealth Advisors, Inc. in Austin, TX, where he has been since 2025. Prior to joining TCI, he spent 15 years at Dimensional Fund Advisors. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm offers fee-only investment management and financial planning, focusing on an asset-allocation-driven approach that emphasizes diversification, long-term holding, and disciplined rebalancing.

Eric Rabbanian is a CFP® professional with 24 years of industry experience. He is currently with Apella Wealth and has operated his own firm, Rabbaniann Financial Planning, Inc., since 1999. Rabbanian is the sole owner and program instructor at RFP Education, LLC, where he develops instructional and exam materials for the Yale School of Management Certified Investment Management Analyst Program®. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and financial planning. The firm employs a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies and portfolio customization, supported by integrated technology and a broad institutional reach.

Edward Ware is a CFP® and holds a Series 65 designation with seven years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. Ware also has experience outside of finance, including a role at Boonsboro Country Club and time at Virginia Tech. HUB Investment Partners serves a diverse range of institutional and individual clients, offering a combination of active and passive investment strategies along with specialized services for banking and municipal clients. The firm provides portfolio management, retirement and financial planning, and manages accounts through platforms like HUB Advisor Connect and FinPath.

Janine Moore is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has previously worked with LPL Financial and Peak Financial Group, among others, and currently serves as Senior Vice President and Retirement Practice Leader at HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory services. The firm combines active and passive investment strategies with a focus on municipal, banking, and institutional clients, and maintains affiliations with related entities for specialized consulting and financial coaching.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

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 been with Cary Street Partners since 2013. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investment vehicles, utilizing both third-party managers and proprietary strategies.

Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. 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 employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

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 has recently begun his career in the financial industry. Prior to joining Victory Financial, he held roles at Raydia Food Group, FedEx, and studied at the University of Arkansas. Victory Financial Group serves a diverse clientele, 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 combines fundamental, cyclical, and behavioral analysis to construct model portfolios tailored by adviser teams.