Shawn Morgan is a financial advisor at Cary Street Partners 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. He holds Series 63 and Series 66 licenses. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

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 20 years of industry experience, currently serving at HUB Investment Partners, LLC. His prior experience includes roles at Commonwealth Financial Network and AFS Financial Group, LLC. He is a part-owner of Alp A. Atabek, LLC, a holding company. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, institutional clients, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory and consulting solutions through its affiliation with HUB International.

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.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment 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.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and two years of industry experience. He is also principal of Market Street Capital, a consulting services firm, and a partner at Market Street Health Partners I LLC, an independent sponsor involved in acquisitions of diagnostic laboratories. Prior to Waterloo Capital, he has been affiliated with Pickwick Capital Partners, LLC and Market Street Capital. Waterloo Capital is an SEC-registered multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a fundamental, long-term buy-and-hold approach, access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

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.

Bennett Woodward is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with Waterloo Capital Management since 2016 and simultaneously with Intelligent Wealth Solutions since 2019. Prior to that, he worked at Black Diamond Investment Partners LLC from 2010 to 2016. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages roughly $2.26 billion across 2,600 clients, offering customized portfolios through fundamental analysis and a long-term, buy-and-hold approach combined with access to third-party sub-advisers and a broad range of investment tools.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Frost Financial 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 retirement plan consulting, managing roughly $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Mark McAdams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ironclad Strategies LLC and Erben Associates, LLC. In addition to his advisory role, he is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a primarily long-term, buy-and-hold approach, integrating various investment tools and providing access to third-party sub-advisers and comprehensive financial planning.

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.