Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Findec Benefit Services, Findec Wealth Services, Western Associates Insurance Services, and Financial Decisions, Inc. He also manages Embedded Capital Advisors LLC, a plan administration and consulting business serving non-advisory plan sponsors. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and sub-advisory services. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes risk-based and target-date allocations supported by research from providers such as Morningstar and Zephyr.

Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. 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 employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Richard Drucker is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed insurance agent. 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 tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach with model portfolios and third-party managers.

Anjali Mehta is a financial advisor with Waterloo Capital in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning, along with academic engagement at the University of Colorado. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across about 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach and access to diverse investment tools and third-party sub-advisers.

Benjamin Long is a financial advisor with 9 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds Series 65 and Series 63 licenses and has previously worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, Axa Advisors, and Bank of America. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory, using proprietary and platform model portfolios primarily composed of mutual funds and ETFs, alongside third-party managers and tactical rebalancing.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2023. Stewart is also the owner of Tight Lines Financial Management LLC, a tax-related entity, and serves as Operations Director at Kindred Wealth Partners, an insurance-related business. 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 discretionary and non-discretionary accounts, financial planning, and various managed programs, supporting advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

John Courville is a financial advisor at Kintra Wealth, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC, and spent several years in education and health club management. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental analysis, focusing on tax efficiency and coordinated planning and investment strategies.

Brian Eckhoff is a financial advisor with Victory Financial Group in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and AXA Advisors, LLC. Eckhoff also provides insurance advice in addition to his advisory services. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Fenny Jie is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. Jie has been with BOK Financial Private Wealth, Inc. since 2024 and has also worked at Bokf, Na since 2014. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and benefits from its integration with a financial holding company structure that includes a national bank, trust provider, and SEC-registered broker-dealer.

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 financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding CFP® and CFA® designations and over 15 years of industry experience. Prior to joining Kestra in 2021, he worked at Wells Fargo in various roles from 2003 to 2021. He serves as President and CEO of Ridgway Private Wealth and holds board and investment committee roles with several nonprofit organizations, including the Community Foundation for Southern Arizona and the Tucson Symphony Orchestra. He also tutors students in finance and exam preparation. Kestra Private Wealth Services serves a diverse client base, including individuals, retirement plans, and institutional entities, offering a range of advisory services from discretionary portfolio management to financial planning and consulting. The firm supports multiple investment platforms and products while providing fiduciary consulting and has notable resources such as an affiliated trust company and placement-agent services for private funds.

Ryan Niedbalski is a CFP® professional with 14 years of industry experience. He has worked at Mission Wealth Management since 2017 and previously spent six years at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Niedbalski is based in Austin, TX. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals and families as well as institutional clients, including non-profits, endowments, and pension plans. The firm provides a tiered, customized service model and emphasizes long-term investment strategies that incorporate ETFs, institutional mutual funds, individual securities, and alternative investments.

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, Reid worked at Wells Fargo Clearing and Wells Fargo Advisors. She also supports Provista Wealth Management as a registered representative and client associate. 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, while supporting independent advisor decision-making with access to various managed solutions and platforms.

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.