William Stone is a CFP® professional with 22 years of experience in financial advising. He has worked at Stone Asset Management, Inc. for 19 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and engages in sub-advisory roles, while also actively managing pooled and private funds.

Suzanne Meek Pittman is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding the Series 66 designation with 13 years of industry experience. She has been with Hilltop Securities since 2016. Outside of her advisory role, she has an inherited oil and gas lease in Reeves County that generates passive income. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform with both adviser-managed and model-based strategies.

Tyler Cox is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He has been with HUB Investment Partners since 2024. Prior to his advisory role, his background includes positions at Camp Peniel, Heb, and the University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory solutions through both proprietary and third-party platforms.

Jeffrey Churba is a CFP® with 31 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes a decade at Putnam Investments and recent roles at Raymond James Financial Services and Santamaria Wealth Group. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed models with customized portfolios, using technical and cyclical analysis to align investments with client goals, and offers a range of advisory services through both in-house and third-party platforms.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. Outside of his advisory work, Baker serves as head coach and offensive coordinator for a youth lacrosse team in Austin, TX. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Thomas Brown is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Waverly Advisors in 2023, he worked at Silicon Hills Wealth Management for 11 years. Outside of advising, he is the managing member of Silicon Hills Technologies, LLC, a software development business where he provides part-time strategic consulting. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Bradley Slater is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, SALI Fund Services, and Lion Street Financial. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm managing approximately $26.5 billion in assets through over 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, retirement plan consulting, and advisory services to private funds, with a focus on combining internal management, third-party models, and tailored asset allocation.

Jack Bunter is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at The University of Nebraska Foundation and Freedom Clad Financial. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Morgan Ostos is a financial advisor at Robertson Stephens with a Series 65 designation. He has one year of advisory experience and previously worked five years at PricewaterhouseCoopers. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm manages $8.76 billion in assets and offers discretionary and non-discretionary portfolio management, investment consulting, and planning services including tax and estate planning.

Michael Harvey is a financial advisor at Strategic Financial Concepts, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Concepts and LPL Financial since 2017. 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 discretionary investment management using model portfolios and third-party money managers, as well as comprehensive financial planning, and integrates multiple LPL program offerings alongside insurance-related activities.

Scott Hendrix is a financial advisor at Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Calton in 2019, he worked at SPC and Sigma Financial Corporation. Outside of his advisory role, he leads a local business networking group, Network In Action of Central Texas, and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches, operating as both a registered investment adviser and a broker-dealer.

Brock Martin is a financial advisor at 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory career, he is involved as a shareholder and ranch owner with Eagle Ranch Coke County LLC. 49 Financial serves a diverse clientele including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning and investment management services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.

Brandon Curley is a CFP®-certified financial advisor with six years of industry experience, currently with Brighton Jones LLC. He previously worked at Charles Schwab and Charles Schwab Bank. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients across multiple brands. The firm utilizes a whole-balance-sheet approach for its Personal CFO clients and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Barton Couch is a CFP® with 41 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior experience includes roles at Spicewood Oaks Advisors, Inc., Everbank, Couch Hallum Financial Group, LLC, and Securities America, Inc. He is also involved in side business activities including insurance sales and advisory services through related entities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion for about 1,074 clients through a team of around 30 advisors and employs a combination of fundamental, technical, and statistical investment analysis methods.

Coleman Fox is a CFP® professional with two years of industry experience, currently affiliated with HUB Investment Partners, LLC. His prior roles include positions at Millennium Advisory Services, Inc, Virginia Community Capital, and several financial planning firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives.

Jacob Weingarten is a financial advisor at 49 Financial based in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory and offers tiered fractional family office services alongside access to third-party managers.

Timothy Myers 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 firms including U.S. Capital Wealth Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Myers is also affiliated with USCA Securities LLC as a registered representative. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Faith Austin is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Baylor University and its Student Athlete Center for Excellence. She is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and employing a disciplined, long-term diversified investment approach rooted in Modern Portfolio Theory.