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 at Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Edward Jones from 2016 to 2024. Outside of her advisory role, she serves as Treasurer of the Marion Foundation board and as Vice President of the Marion Technical College Foundation board. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms.

David Brandt is a CFP® professional with 26 years of experience in the financial services industry. He is currently an advisor at Kestra Private Wealth Services, LLC, where he has worked since 2020. Prior to Kestra, he 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 manages approximately $10.2 billion in client assets through 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 specialized retirement plan services, supporting advisors with multiple platform options and both in-house and third-party managed solutions.

Elio King is a financial advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2010. King also owns and manages King Global Investments, LLC, an entity operating securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical trading and rebalancing.

Judy Moore is a financial advisor with Prospera Financial Services, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She has been with Prospera since 2000. Outside of her advisory work, she serves as an independent distributor for Youngevity, a company selling nutrition and skin care products, and volunteers as a precinct chairperson for a local nonprofit in Austin. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

David Zamora is a financial advisor at Tucker Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CreativeOne Wealth and Townsquare Capital LLC. Zamora also operates the Zamora Advisory Group, which offers fixed life and annuity products alongside investment advisory services. Additionally, he maintains a CPA license and has experience in insurance sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation approach and offers a range of strategies including growth, fixed income, direct indexing, alternative investments, and access to private or non-liquid alternatives.

Steven Bazis is a financial advisor at HUB Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Nebraska Public Employees Retirement System, Sentinel Group, and CUNA Mutual Group. Bazis’s career also includes roles at Ameritas Life Insurance Corp, State Farm, and his own practice, Bazis Retirement Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement planning, and specialized services for banks and municipal clients. The firm utilizes a mix of active and passive investment strategies across multiple asset classes and emphasizes quantitative and qualitative manager evaluation in its investment process.

Paul Schappert is a financial advisor at Victory Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial Group in 2023, he worked at Equitable Advisors for 13 years and AXA Advisors for 10 years. Victory Financial Group serves a broad mix of individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored by adviser teams.

Roy Anderson is a financial advisor at 49 Financial with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Anderson is also active as an insurance agent with Financial Independence Group, providing fixed insurance products alongside his advisory role. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, using a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Scott Stevens is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Stevens serves as Secretary on the board of a neighborhood association. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services and investment platforms incorporating both discretionary and non-discretionary approaches.

Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. She has been with Kestra since 2014 and also works as a consultant providing investment, insurance, and financial planning services through an independent RIA. 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, and businesses. The firm offers a range of advisory and financial planning services across multiple platforms while supporting independent advisor decision-making with supervisory oversight.

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 financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. She has previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP, and Fragomen, Del Rey, Bernsen & Lowery. Outside of advising, she is also a licensed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using model portfolios and third-party managers, along with both project-based and ongoing planning engagements.

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® with two years of industry experience, currently serving as a financial advisor at Facet in Austin, TX. Prior to joining Facet, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and employs discretionary asset-allocation programs that primarily utilize ETFs.

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 with 25 years of industry experience. He holds Series 63 and Series 66 designations 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, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and in-house resources across a variety of investment strategies.

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 with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has diverse professional background including roles at American Campus Communities and Texas A&M University. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, combining mutual funds, ETFs, and third-party managers.