Julian Scoglio is a Series 65 licensed financial advisor with two years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Mary Miller is a CFP® certified financial advisor at Mission Wealth Management, LP with 18 years of industry experience. She has worked at Mission Wealth since 2023 and holds a concurrent position at the University of Texas at Austin since 2016. Prior to these roles, she spent over a decade at Per Stirling Capital Management, LLC, B.B. Graham & Co., Hill Country Wealth Management, and Choice Advisory Group, Inc. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Ryan Rattay is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he held roles at Zoetis Inc. and worked at Baltusrol Golf Club. He is also contracted with 25 Giving, where he refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, estates, and corporations, offering financial planning, advanced planning, retirement-consulting, and investment management. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

Andrew Johnsen is a financial advisor at Waterloo Capital with 11 years of industry experience. He holds a Series 66 designation and previously worked at Titleist Asset Management and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a training facility focused on financial wellness, participates in business coaching consulting, and is involved in a short-term exotic car rental venture. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning services primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolio construction with customized solutions, ongoing monitoring, and annual reviews.

Michael Frandsen is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and at Nucor Steel for five years. 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 broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Maria Patton is a financial advisor with Cary Street Partners in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Cary Street Partners since 2013 and also operates a tax advisory firm, MARIA PATTON CPA PLLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both typical and specialized institutional niches.

Richard King is a financial advisor at RFG Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Equitable Advisors. King is based in Austin, TX. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm primarily delivers discretionary portfolio management using a range of models and third-party platforms, and it serves as a sub-adviser to multiple exchange-traded funds.

Patrick Pucher is a CFA® charterholder based in Austin, TX, with seven years of industry experience. He currently works at HUB Investment Partners, LLC, where he has been since 2025. His prior roles include positions at LRT Capital, Deep Field Asset Management, Crowdout Capital, and Blackgold Capital. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies supported by quantitative and qualitative manager screening.

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 licenses and has worked at Kestra since 2018, following two years at Wells Fargo Clearing. Battel serves as Managing Director and Wealth Manager at Liberty Wealth Solutions, where he is involved in investment advice and business operations. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individuals and institutional clients. The firm manages a wide range of client assets and offers diverse investment products and platforms, with specialized services including annuity subaccount management and 529 plan services.

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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Wells Fargo Clearing, Merrill, and Morgan Stanley Dw Inc. Outside of his advisory work, Baker is involved in entrepreneurial and community activities such as co-creating the People Centric Project book study and teaching as an adjunct instructor at Washington University. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm supports a broad range of investment products and platforms while maintaining institutional affiliations and operational capabilities that distinguish it from many multi-team firms.

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 with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Stephens in 2023, he worked at AllianceBernstein and ChemPoint. He also spent five years with the Seattle Seahawks. 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 range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

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. His prior work includes roles at Lincoln Investment LLC, Waddell & Reed Inc, Thomas Dias, and in education with Lago Vista ISD and Round Rock ISD. He is also 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 offers portfolio management and retirement-plan advice through a nationwide network of advisors and combines in-house discretionary investment management with third-party manager oversight.

Diane Dixon is a CFP® with 21 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She holds managing member roles at Keeper Collection, LLC, which develops interactive cookbook software, and Gens Du Monde, LLC, a food product manufacturing and marketing business. Dixon also provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving over 5,600 clients with comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach integrating behavioral economics and proprietary quantitative measures, and offers access to alternative investments and precious metals custody.