Patrick Pucher is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and has previously worked at LRT Capital, Deep Field Asset Management, Crowdout Capital, Blackgold Capital, and Northern Trust. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and public pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives.

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.

Steven Battel is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra since 2018, following roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Managing Director and Wealth Manager at Liberty Wealth Solutions, a business involved in insurance and investment advisory services. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary account management.

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.

Gary Baker is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an adjunct instructor at Washington University and is involved in consulting work focused on leadership and coaching for advisors. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in assets and provides access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Tyler Staniford is a financial advisor at 49 Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is also involved in insurance sales. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

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 in Austin, TX, with four years of industry experience. He holds Series 63 and 65 licenses and has worked at AllianceBernstein and ChemPoint prior to joining Stephens. Before his financial career, he was affiliated with the Seattle Seahawks for five years. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

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.

Jason Hergenreder is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. He has worked at Capital Analysts and Lincoln Investment LLC since 2021 and previously held positions at Waddell & Reed Inc., Thomas Dias, and in educational institutions including Lago Vista ISD and Round Rock ISD. Outside of his advisory role, he is the managing member of JP Hergenreder Investment LLC, an entity established for tax purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary strategies, utilizing an in-house Investment Management & Research team with a proprietary mutual-fund screening process, and offers retirement-plan advisory services via a nationwide network of independent advisors.

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®-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.

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.

Dillon Hakes is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. His prior experience includes roles at Private Asset Management Inc and UBS Financial Services. 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 across 208 advisors. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, including discretionary and non-discretionary account management.

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 with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones from 2016 to 2024 before joining Kestra in 2024. Fredritz serves as Treasurer of the Marion Foundation and as Vice President of the Marion Technical College Foundation Board. Kestra Private Wealth Services, LLC 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. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

David Brandt is a CFP® professional with 27 years of industry experience. He has worked at Kestra Private Wealth Services, LLC since 2020 and previously 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, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with both discretionary and non-discretionary arrangements, and it supports specialized services such as annuity subaccount management and 529 plan services.

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.