Scott Stevens is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, each for five years, and has been with Kestra in various capacities since 2016. Stevens serves as Secretary on the board of a neighborhood recreation club. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within approved product menus.

Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Kestra since 2014 and is involved as a consultant providing investment, insurance, and financial planning services through an independent outside RIA. Kestra Private Wealth Services, LLC offers investment advisory services via a network of independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and specialized offerings, while overseeing advisor recommendations within an approved product menu.

Cynthia Howell is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for 21 years. HUB Investment Partners provides investment management and retirement 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 and employs technical and cyclical analysis to align investments with client objectives.

Madeline Mason is a Series 65-licensed financial advisor at 49 Financial with one year of industry experience. She previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP and Fragomen, Del Rey, Bernsen & Lowery. Outside of advisory work, she acts as a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and offers tiered fractional family office services for high-net-worth clients.

Thomas Bonnington is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Nixon Capital LLC, Kestra Financial, Inc., and IMG Financial Group, Inc. Outside of his advisory work, he has experience in the restaurant industry with Torchy's Tacos. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a combination of proprietary and third-party investment strategies.

Carsten Murgas is a CFP® certified financial advisor with two years of industry experience, currently serving at Facet in Austin, TX. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Paul Ludacka, and TD Ameritrade Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations primarily comprised of exchange-traded funds. The firm emphasizes a flat subscription fee model and integrates comprehensive financial life resources across its multi-advisor platform.

Michael Hazen is a financial advisor with Verity Asset Management in Austin, TX, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. His prior work includes roles at Cetera Financial Group and various affiliated firms. Outside of his advisory work, he serves as a volunteer chapter president for The Gideons International in Austin. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers, using a model-based investment process that features tactical asset allocation and both internally and externally managed strategies.

Shawn Morgan is a financial advisor at Cary Street Partners in Austin, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held positions at Riverstone Wealth Management, Oppenheimer, Stanford Group Company, and Merrill. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutions. The firm offers portfolios constructed from a broad range of investments and proprietary strategies, serving specialized institutional clients such as state and municipal governments and insurance companies.

Kaili Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at multiple firms, including Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and Eqis Capital Management. Outside of advisory work, she is involved with Financial Gravity Enhanced Markets, LLC, where she dedicates part of her time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement investment strategies.

Kyle Wardlaw is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Lion Street Advisors and Lion Street Financial from 2014 to 2023, and at Purshe Kaplan Sterling Investments since 2023. Outside of advising, he serves as President and Chief Compliance Officer of Victory Financial Group, LLC, and also holds leadership roles in insurance agencies providing personal and commercial coverage. Victory Financial Group offers 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 guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, emphasizing long-term strategic allocation with tactical rebalancing and behavioral coaching.

Joseph Bolling is a financial advisor at 49 Financial in Austin, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and American Campus Communities. Bolling is also licensed to sell fixed traditional insurance products. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Jeffrey Davidson is a financial advisor at Victory Financial Group with 24 years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, Purshe Kaplan Sterling Investments, and PKS Advisory Services. Outside of advising, he co-owns a fitness company, Camp Gladiator, and serves on the board of a nonprofit Christian sports camp affiliated with the company. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that incorporates Modern Portfolio Theory and fundamental analysis to build diversified portfolios managed by adviser teams.

Ryan Botzong is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

Wayne Schwartz is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Strategic Financial Concepts since 2011 and has worked as a self-employed life insurance agent since 1976. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management, utilizing model portfolios and third-party money managers, and is noted for integrating insurance-related activities within its multi-team advisory practice.

Jason Dahl is a CFP® with 21 years of experience in financial advising, currently with HUB Investment Partners, LLC. His prior roles include positions at AFS Financial Group, LLC and Commonwealth Financial Network. He holds a minority ownership interest in a holding company, Alp A. Atabek, LLC. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management, retirement planning, and advisory services. The firm employs both active and passive investment strategies across multiple asset types and maintains specialized service lines for banking and municipal clients.

Patrick Fay is a financial advisor at HUB Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at multiple HUB affiliated firms, including Hub International Investment Services, Inc., Hub Investment Advisors, Inc., and Hub International Great Plains, LLC. HUB Investment Partners serves a diverse client base including corporate pension and profit-sharing plans, public entities, foundations, trusts, banks, and both retail and high-net-worth individuals. The firm employs a blend of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients, incorporating quantitative and qualitative manager screening and AI-driven operational tools.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Matthew Rykulski is a financial advisor at Kestra Private Wealth Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Kestra since 2022, following prior roles at Bank of America and Merrill. Outside of Kestra, he is the managing partner of Polaris Private Wealth and CEO of Macoer Investments, Inc., both businesses involved in investment-related activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individuals and institutional clients, offering a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment tools.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.