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 worked at Cary Street Partners since 2013, following prior roles at Riverstone Wealth Management, Oppenheimer, and Stanford Group Company. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

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 II is a CFA® charterholder with 33 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017. His prior experience includes roles at Synergy Financial Group, LPL Financial, and Invesco AIM Private Asset Management. Outside of his advisory work, he is also involved with Transmission Golf. 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 using a combination of model portfolios, third-party money managers, and fundamental and technical analysis.

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 one year of industry experience. His prior work includes roles at Raydia Food Group, FedEx, and the University of Arkansas. Victory Financial Group serves a wide range of clients 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 incorporates fundamental, cyclical, and behavioral analysis to create diversified model portfolios.

Steven Cooper is a financial advisor at HUB Investment Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Millennium Advisory Services, Inc., Cherry Bekaert Wealth Management LLC, and Wealthcare Capital Management Inc. prior to joining HUB Investment Partners. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Richard Hallum Jr. is a CFP® with 36 years of experience in the financial industry, currently serving at Per Stirling Capital Management, LLC since 2017. His prior roles include positions at Ameriprise, Couch Hallum Financial Group, Spicewood Oaks Advisors, and B.B. Graham & Company. Outside of advisory work, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs fundamental, technical, and statistical methods in portfolio design and offers proprietary model portfolios managed by its directors.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held various roles within Financial Gravity-affiliated firms since 2001 and serves as CEO of Financial Gravity Enhanced Markets, LLC, and as a Board Member of Financial Gravity Companies. Pollock also participates in the Tax Master Network, assisting with tax planning and onboarding new representatives. 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 frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations, offering financial planning, wealth management, and ERISA plan services with an asset-allocation driven investment approach.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Ryan Bubela is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with both Strategic Financial Concepts and LPL Financial LLC since 2009. Outside of advisory services, he is involved in insurance sales, focusing on non-variable and fixed insurance products. 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 offers discretionary portfolio management using fundamental and technical analysis, model portfolios, third-party manager solutions, and integrates financial planning with investment management.

Cheryl Persons is a financial advisor at Frost Investment Services in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior roles include positions at PNC Investments and BBVA Wealth Solutions Inc., with a career spanning over a decade in related financial institutions. Frost Investment Services is a retail-focused SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining multiple investment strategies and research approaches.

Brian Wells is a financial advisor at HUB Investment Partners, LLC in Folsom, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Veripax Wealth Management and LPL Financial. He is also licensed as an independent insurance agent, selling life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and utilizes various platforms and sub-advisors to deliver tailored investment solutions.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.

Kimberly Ray is a financial advisor at Per Stirling Capital Management, LLC with 11 years of industry experience. She has worked at Per Stirling since 2015 and previously spent 19 years at Advocare. Outside of her advisory role, she provides continuing education for the Texas Real Estate Commission and promotes college scholarships and coaching services through Imagine Scholarships. Per Stirling Capital Management offers 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 across about 1,074 clients using a team-based approach and employs a combination of fundamental, technical, and statistical investment analysis.

Wesley Previant is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Global Retirement Partners LLC, LPL Financial, City National Bank, and RBC Capital Markets. HUB Investment Partners serves a diverse client base including institutional investors, corporate pension plans, and high-net-worth individuals. The firm utilizes a combination of active and passive investment strategies across various asset types, offering both discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Matthew Bowen is a financial advisor at Ausdal Financial Partners, Inc. in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Tokio Marine HCC Surety. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to meet each client's objectives and risk tolerance.

Julian Scoglio is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management and financial planning services using a range of investment strategies and alternative assets.