Lynn Wiese is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds a Series 65 credential and has been with Advisory Services Network since 2015. In addition to her advisory role, she is the managing partner and owner of Caravan Partners Ltd, a family partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Hayden Jacobs is a financial advisor at Victory Financial with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Victory Ventures, Oregon Mutual Insurance, Directors Mortgage, and Genpact. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored through adviser teams.

Walter Rizo is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 66 designation with 10 years of industry experience. His previous roles include positions at Merrill and Charles Schwab. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a mix of internal and third-party managers to tailor portfolios to client needs.

Bryan Prihoda is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. Prior to joining Arax in 2026, he worked at US Capital Wealth Advisors for five years and has been associated with USCA Asset Management LLC and USCA Securities LLC since 2013. Outside of finance, he is involved in the avocado business as a director at HACIENDAS CZAR, LLC and serves as co-CEO and CFO of COTIJA AVOCADOS LLC, which imports and commercializes fresh avocados from Mexico. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. 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 supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Thomas Green is a financial advisor with PFG Advisors in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Edward Jones, LPL Financial, Cambridge Investment Research, and United Planners. He has maintained his own advisory presence since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

John Courville is a financial advisor at Kintra Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and integrates a model-driven investment process with fundamental security analysis, applying strategies to optimize tax efficiency across client households.

Brian Eckhoff is a financial advisor with Victory Financial Group in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and AXA Advisors, LLC. Eckhoff also provides insurance advice in addition to his advisory services. Victory Financial Group offers 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 guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Fenny Jie is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. Jie is currently affiliated with BOK Financial Private Wealth, Inc. and has worked within various BOK Financial entities since 2014. BOK Financial Private Wealth, Inc. offers discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment approach supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates services across its financial holding company affiliates.

Ryan Joyce is a CFP® with 20 years of industry experience, currently serving as a partner and investment advisor representative at Per Stirling Capital Management, LLC. He has been with both Per Stirling and B.B. Graham & Company, Inc. since 2013. Outside of his advisory role, he is involved in commercial real estate as a member of SS Overlook, LLC, and owns a vacation rental property. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment process combining fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to various objectives, and offers comprehensive financial planning and consulting services.

Kyle Hogue is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lord, Abbett & Co. LLC and MassMutual, among other firms. Outside of financial services, he was involved with Position Apparel LLC for four years. 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 offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities as well as insurance companies.

Harrison Deshazo is a CFP® professional with six years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His career includes roles at Fidelity Investments, Thirvient Advisor Network (doing business as 49 Financial), and Purshe Kaplan Sterling Investments. Outside of finance, he has experience working with Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing assets for a broad client base, including high net worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market investments, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Ryan Niedbalski is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2017. Prior to joining Mission Wealth, he worked with Independent Financial Partners, LPL Financial, and Bryson Financial Group from 2011 to 2017. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and select third-party sub-advisors.

Sean Nouveau is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has also worked at IAMS Wealth Management and operates Nouveau Financial Services and Khalasar LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. 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 across various asset classes and maintains affiliations that support pension and institutional consulting.

Thomas Siebers is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the CFP® designation and a Series 65 license, and has 10 years of industry experience. Prior to joining HUB Investment Partners, he spent nine years at Millennium Advisory Services, Inc. HUB Investment Partners serves a diverse group of clients including institutional investors, corporate pension plans, public entities, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

Todd Dickinson is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Crux Wealth Advisors, Raymond James Financial Services, and Edward Jones. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to build model portfolios, while offering tailored solutions through adviser teams and third-party managers.

Geryl Winterowd is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2016. In addition to his advisory role, Winterowd serves as IT Director at Maxim Integrated Productions, a technology company based in Austin, Texas. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches across diverse portfolios and strategies.

George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Horace Mann Investors Inc. and Horace Mann Companies, where he worked for five years. 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 and provides access to third-party asset managers.