Steven Bazis is a financial advisor at HUB Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining HUB Investment Partners in 2026, he worked at Nebraska Public Employees Retirement System, Sentinel Group, CUNA Mutual Group, and several other firms. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized advisory services with a combination of active and passive investment strategies.

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.

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.

Carsten Murgas is a CFP® certified financial advisor with two years of industry experience, currently serving at Facet in Austin, TX. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Paul Ludacka, and TD Ameritrade Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations primarily comprised of exchange-traded funds. The firm emphasizes a flat subscription fee model and integrates comprehensive financial life resources across its multi-advisor platform.

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 in Austin, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held positions at Riverstone Wealth Management, Oppenheimer, Stanford Group Company, and Merrill. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutions. The firm offers portfolios constructed from a broad range of investments and proprietary strategies, serving specialized institutional clients such as state and municipal governments and insurance companies.

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.

Jeffrey Davidson is a financial advisor at Victory Financial Group with 24 years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, Purshe Kaplan Sterling Investments, and PKS Advisory Services. Outside of advising, he co-owns a fitness company, Camp Gladiator, and serves on the board of a nonprofit Christian sports camp affiliated with the company. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that incorporates Modern Portfolio Theory and fundamental analysis to build diversified portfolios managed by adviser teams.

Wayne Schwartz is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Strategic Financial Concepts since 2011 and has worked as a self-employed life insurance agent since 1976. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management, utilizing model portfolios and third-party money managers, and is noted for integrating insurance-related activities within its multi-team advisory practice.

Jason Dahl is a CFP® with 21 years of experience in financial advising, currently with HUB Investment Partners, LLC. His prior roles include positions at AFS Financial Group, LLC and Commonwealth Financial Network. He holds a minority ownership interest in a holding company, Alp A. Atabek, LLC. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management, retirement planning, and advisory services. The firm employs both active and passive investment strategies across multiple asset types and maintains specialized service lines for banking and municipal clients.

Patrick Fay is a financial advisor at HUB Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at multiple HUB affiliated firms, including Hub International Investment Services, Inc., Hub Investment Advisors, Inc., and Hub International Great Plains, LLC. HUB Investment Partners serves a diverse client base including corporate pension and profit-sharing plans, public entities, foundations, trusts, banks, and both retail and high-net-worth individuals. The firm employs a blend of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients, incorporating quantitative and qualitative manager screening and AI-driven operational tools.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.

Bradford Borman is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Per Stirling since 2021, with prior experience at Custos Family Office and The University of Alabama. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that incorporates fundamental, technical, cyclical, and statistical analysis.

Doug Eidd III is a CFP® professional with 18 years of industry experience, currently with HUB Investment Partners, LLC. He previously worked at TIAA-CREF from 2015 to 2026. HUB Investment Partners serves a diverse client base including institutional investors, retirement plans, foundations, trusts, and both retail and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and municipal clients.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning through a multi-advisor team.

John Clements is a CFP® with seven years of industry experience. He currently works at Brighton Jones LLC and previously worked at Durbin Bennett Private Wealth Management, Dean, Dorton, Allen, Ford, PSC, and Atria Senior Living. His background includes a year spent traveling in South America. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and coordinates services such as tax preparation, real-estate consulting, and family office support.

Norma Rodriguez is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Austin, TX. She holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Frost Financial Services, Frost Brokerage Services, and Frost Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and operating as part of a national accounting and professional services organization.

Keaton Christian is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked with several organizations, including Texas Stars, TCG Advisors, and MVPIndex. His background also includes roles at the University of Texas at Austin and involvement with Scottish Rite Dormitory. HUB Investment Partners provides investment management and retirement planning services 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 objectives.

Patrick Maynor is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Merrill from 2015 to 2019 and has been with HUB Investment Partners since 2000. 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 allocations, using technical and cyclical analysis and regular portfolio reviews, and offers integrated advisory and consulting solutions through its affiliation with HUB International.