Scott Hendrix is a financial advisor at Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Calton in 2019, he worked at SPC and Sigma Financial Corporation. Outside of his advisory role, he leads a local business networking group, Network In Action of Central Texas, and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches, operating as both a registered investment adviser and a broker-dealer.

Brock Martin is a financial advisor with 5 years of industry experience currently at 49 Financial. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is involved as a shareholder and ranch owner at Eagle Ranch Coke County LLC. 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, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.

Brandon Curley is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Prior to joining Brighton Jones in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2019 to 2025. Brighton Jones provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and ongoing monitoring. The firm offers a range of investment options and family-office services, including private-investment opportunities through its subsidiary Lenora Capital.

Barton Couch is a CFP® with 41 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior experience includes roles at Spicewood Oaks Advisors, Inc., Everbank, Couch Hallum Financial Group, LLC, and Securities America, Inc. He is also involved in side business activities including insurance sales and advisory services through related entities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion for about 1,074 clients through a team of around 30 advisors and employs a combination of fundamental, technical, and statistical investment analysis methods.

Robert Yevchak is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a senior vice president at Liberty Wealth Solutions, an independent RIA, and is involved as an owner and member in several real estate-related LLCs. 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, corporations, and other entities. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Coleman Fox is a CFP® professional with two years of industry experience, currently affiliated with HUB Investment Partners, LLC. His prior roles include positions at Millennium Advisory Services, Inc, Virginia Community Capital, and several financial planning firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, 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.

David Riggenbach is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Edward Jones for nine years. Outside of his advisory role, Riggenbach is an elected council member for the Village of Whitehouse. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to multiple platforms and third-party solutions.

Jacob Weingarten is a financial advisor at 49 Financial with a Series 65 designation and less than one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club, as well as various positions in education and community organizations including California Polytechnic University and the YMCA. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Timothy Myers is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and third-party portfolio management, tailored asset allocation, and performance-based fee arrangements for qualified investors and private funds.

Tyler Pace is an advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses but has no prior industry experience. Outside of advising, he works as a fixed insurance agent and has experience as a food delivery driver. 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, and family office services, employing a disciplined, long-term investment approach using diversified model portfolios primarily composed of mutual funds and ETFs.

Faith Austin is a Series 65-licensed advisor at 49 Financial with two years of industry experience. She previously worked at Baylor University, including a role at the Student Athlete Center for Excellence. Outside of her advisory work, Austin is also a licensed insurance agent. 49 Financial serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Charles Palmer IV is a CFP® professional with 21 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns TIGHT LINES FINANCIAL MANAGEMENT LLC, which involves income distribution activities unrelated to investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services while supporting independent advisor decision-making with access to various platforms and both in-house and third-party managed solutions.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Gilley Jr is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, LLC and is involved with USCA Municipal Advisors LLC, providing municipal financial advisory services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Brooks Palmer is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Root Financial Partners and previously spent time at Dimensional Fund Advisors and Ark Royal Wealth Management. Palmer was also a full-time student for ten years prior to his advisory career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and offers additional services such as educational programming and specialized strategies for clients with complex needs.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Randall Klaiber is a CFP® with 17 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Klaiber is the owner of TIGHT LINES FINANCIAL MANAGEMENT LLC, a tax entity unrelated to securities trading. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and financial planning services while supporting independent advisor decision-making with access to various investment platforms and third-party solutions.

Lynn Faust is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Raymond James & Associates. Faust is the owner of Faust Wealth Management and serves on the board of the Greenville Tech Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, offering services to individuals, retirement plans, charitable organizations, corporations, and other entities. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and access to various investment platforms and third-party solutions.