Colton Dunn is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Ariv Wealth and Auburn University. He is also licensed as a fixed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, managing approximately $1.4 billion with a multi-team advisory staff.

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 MassMutual and MML Investors Services. Prior to his financial services career, he was involved with Position Apparel LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Harrison Deshazo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. His prior experience includes roles at Fidelity Investments and Thirvient Advisor Network dba 49 Financial. Outside the financial sector, he has worked with organizations such as Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, offering both discretionary and non-discretionary portfolio management and a range of financial planning and consulting services.

Gordon Reynolds is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021, following an 18-year tenure at Wells Fargo Bank, NA. Reynolds serves as President and CEO of Ridgway Private Wealth, an independent investment advisory firm, and holds several board positions, including investment committee membership and treasurer roles for various nonprofit organizations. He also tutors students in finance and exam preparation for the CFA and CFP designations. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and emphasizes operational and institutional support, including affiliations with a trust company and specialized retirement and insurance-related services.

Ryan Niedbalski is a CFP® with 14 years of industry experience. He has been with Mission Wealth Management, LP since 2017 and previously worked at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset types and offers services including financial planning, portfolio management, and consulting through several tiered models.

Nicholas Bishop is a financial advisor with 8 years of industry experience, currently serving at 49 Financial. He holds Series 63 and Series 66 credentials and has worked at firms including Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and AXA Advisors, LLC. Outside of his advisory role, he has experience in the food service industry through a position at Rise Biscuits. 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, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2021. She is also involved in registered representative activities through Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms, including discretionary and non-discretionary arrangements.

Sean Nouveau is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and experience spanning several roles since 2016, including founding Nouveau Financial Services and involvement with Khalasar LLC. He joined CreativeOne Wealth in 2026 after working at IAMS Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios, using various analytical methods and investment vehicles, including ETFs, mutual funds, and select private investments.

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.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.

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.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and Beacon Financial Group. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that incorporates diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

Grace Hill is a financial advisor at Waterloo Capital with two years of industry experience. She holds a Series 65 credential and previously worked at The Monument Group and Amazon Logistics. In addition to her advisory role, she is a co-owner of Austin Clear Pool, a pool cleaning company, and serves on the board of the Psalm 89:1 Ministries women's ministry. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach, comprehensive financial planning, and access to a range of investment tools and third-party sub-advisers.

Morris Gottesman is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Gottesman serves on the advisory board of Jon Brumley Texas Venture Labs at the University of Texas and is involved with nonprofit organizations including the Anti-Defamation League and HeartGift. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal and external investment resources and offering unique performance-based fee arrangements for qualified investors.

Torry Scott is a financial advisor at Cary Street Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cary Street Partners since 2013. Scott also has a long-standing role at Riverstone Insurance Agency and Riverstone Wealth Management. 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 employs a comprehensive investment approach combining traditional and opportunistic strategies, using both third-party managers and in-house resources.

David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.