Diane Dixon is a CFP® with 20 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She also manages business interests in manufacturing and marketing food products through Gens Du Monde, LLC, and develops interactive cookbook software with Keeper Collection, LLC. Additionally, she provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Raymond Deragon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2013. He holds the Series 66 designation and is based in Austin, TX. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a consultative approach to determine client objectives and risk tolerance, offering portfolio management across various asset classes and access to proprietary strategies through its affiliated asset manager.

Reed Clemons is a CFP® professional with 11 years of industry experience, currently with Momentum Independent Network Inc. since 2015. He holds the Series 66 designation and is based in Austin, TX. Outside of his advisory role, Clemons serves as Treasurer for Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and combines discretionary and non-discretionary portfolio solutions using quantitative, fundamental, and technical analysis, along with specialized overlay strategies and municipal fixed-income options.

Dillon Hakes is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. His prior experience includes roles at Private Asset Management Inc and UBS Financial Services. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, including discretionary and non-discretionary account management.

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 Series 66-credentialed financial advisor with nine years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having previously spent eight years at Edward Jones. Outside of her advisory work, she serves as Treasurer of the Marion Foundation and Vice President of the Marion Technical College Foundation Board. 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 across 208 advisors. The firm offers a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary arrangements along with specialized offerings.

David Brandt is a CFP® professional with 27 years of industry experience. He has worked at Kestra Private Wealth Services, LLC since 2020 and previously 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, 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 range of investment products and platforms with both discretionary and non-discretionary arrangements, and it supports specialized services such as annuity subaccount management and 529 plan services.

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 with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, each for five years, and has been with Kestra in various capacities since 2016. Stevens serves as Secretary on the board of a neighborhood recreation club. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within approved product menus.

Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Kestra since 2014 and is involved as a consultant providing investment, insurance, and financial planning services through an independent outside RIA. Kestra Private Wealth Services, LLC offers investment advisory services via a network of independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and specialized offerings, while overseeing advisor recommendations within an approved product menu.

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.

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.