Rick Horton is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wealthplan Advisors, where he has worked for 17 years. HUB Investment Partners serves a diverse client base including institutional investors, public entities, businesses, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across multiple asset types and offers a range of portfolio management and consulting services tailored to various client needs.

Cole Pettis is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed 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, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides both project-based and ongoing planning alongside discretionary portfolio management.

Chase Abshier is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Arax in 2026, he worked for eight years at US Capital Wealth Advisors LLC and has a background that includes roles at Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting, and utilizes both internal and external management strategies along with performance-based fee arrangements for certain clients.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 2021. His prior experience includes nine years at Lincoln Investment and over three decades at Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, a business engaged in estate planning and insurance product recommendations. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, including prior roles at Intrust Bank and LPL Financial. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a blend of active and passive investment strategies and provides services through platforms such as HUB Advisor Connect and FinPath.

Alp Atabek is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network for 25 years and has been involved with AFS Financial Group, LLC and his own entity, Alp A. Atabek, LLC, for over a decade. Outside of advisory work, he is a part owner of MoneyNav, LLC, a company that develops software for retirement plan sponsors and participants. 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 combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives and risk tolerances, offering a range of portfolio management and advisory solutions.

Clifford Mctee III is a CFP® professional with 40 years of experience in financial advisory roles. He currently serves at Arax Advisory Partners and has held previous positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of financial advising, he is a general contractor and owner of Ford Build LLC and serves as an arbitrator for FINRA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including portfolio management, financial planning, and retirement consulting, employing both internal and external asset management strategies.

Davis Blake is a financial advisor at Stephens in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Plains Capital Bank and various positions at Texas Tech University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering portfolio management, financial planning, and retirement-plan advisory through a combination of tailored portfolio programs and committee-based oversight.

Jason Buckley is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Kestra in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner and Director of Client Experience at Provista Wealth Advisors and serves as Vice President of the Board for Mitchell Road Sports Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through 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 advisors with multiple platform options and supervisory oversight.

Keith Brandt is a CFP® with 42 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has worked at Kestra Investment Services, LLC since 2014 and Kestra Private Wealth Services since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch in Absarokee, MT, where he raises and sells hay and cattle. 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 and advisory solutions, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting independent advisor decision-making with both in-house and third-party managed options.

Kelly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently with Arax Advisory Partners since 2026. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, Cooper provides fixed insurance solutions to clients as an agent. 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 utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and carried-interest structures.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has one year of industry experience, including roles as a Junior Investment Analyst at both Waterloo Capital and Intelligent Wealth Solutions. Prior to his advisory career, he worked in various positions across different industries. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities with a minimum account size of $1 million. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios, comprehensive financial planning, and access to third-party sub-advisers using a primarily long-term, fundamental investment approach.

David Farrell is an advisor with 11 years of industry experience, currently affiliated with 49 Financial. He holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and AXA Advisors. Outside of advisory services, he is also licensed as an insurance agent involved in fixed insurance sales. 49 Financial serves a diverse client base ranging from individuals to corporations, providing financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services. The firm employs a long-term, diversified asset allocation approach based on a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios along with third-party managers and tactical rebalancing.

Dustin Courts is a financial advisor at Brighton Jones LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Kestra Financial, Inc. Before joining Brighton Jones in 2021, he spent five years with Kestra. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services with a balance-sheet, holistic approach, combining discretionary and non-discretionary management, in-house tax preparation, family office services, and access to private investment opportunities.

Blake Mctee is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 66 designation and has previously worked with USCA Securities LLC, U.S. Capital Wealth Advisors, and Wells Fargo Clearing Services. In addition to his advisory roles, he serves as a flight commander with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management services that combine internal management with third-party models and tailored asset allocation.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Grant Withers is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. 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 advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and platforms.

John Ritter is a CFP® professional with 23 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior work includes roles at Kestra Financial Inc. and as principal of Ritter Daniher Financial Advisory, LLC for over two decades. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process using its proprietary Sojourn™ application and provides specialized services such as custom option overlays and hedging strategies for concentrated positions.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers 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 uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.