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.

Joseph Bolling is a financial advisor at 49 Financial in Austin, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and American Campus Communities. Bolling is also licensed to sell fixed traditional insurance products. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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.

Ryan Botzong is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

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 21 years of experience in financial advising, currently with HUB Investment Partners, LLC. His prior roles include positions at AFS Financial Group, LLC and Commonwealth Financial Network. He holds a minority ownership interest in a holding company, Alp A. Atabek, LLC. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management, retirement planning, and advisory services. The firm employs both active and passive investment strategies across multiple asset types and maintains specialized service lines for banking and municipal clients.

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 role, he serves as the treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning services primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized, long-term portfolio strategies with ongoing monitoring and a range of consulting services.

Matthew Rykulski is a financial advisor at Kestra Private Wealth Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Kestra since 2022, following prior roles at Bank of America and Merrill. Outside of Kestra, he is the managing partner of Polaris Private Wealth and CEO of Macoer Investments, Inc., both businesses involved in investment-related activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individuals and institutional clients, offering a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

Jordan Mehal is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has worked in the industry since 2016, with previous positions at International Capital Management Corp and Standish Management before joining Waterloo Capital. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term, strategic portfolios with ongoing monitoring and offers various services including discretionary portfolio management, financial planning, educational seminars, and referrals for tax and lending solutions.

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.

Whitney Dodson is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2026. Her prior experience includes roles in several businesses and institutions, including Dodson Dimensional Design and the University of Texas at Austin. 49 Financial serves individual and institutional clients with a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation approach, offering tiered fractional family office services and utilizing both proprietary and third-party model portfolios.

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.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and bringing 23 years of experience in the industry. His prior roles include positions at Hilltop Securities Inc. and McBee Advisors. Outside of his advisory work, he operates an independent registered investment advisory firm under the name Tidewater Financial and is also involved in real estate ownership. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across more than 208 advisors. The firm provides a broad range of investment products and platforms, supporting both individual and institutional clients, with a variety of discretionary and non-discretionary service arrangements.

Doug Eidd III is a CFP® professional with 19 years of industry experience. He is currently with HUB Investment Partners, LLC, where he has worked since 2026. Prior to that, he spent 11 years at TIAA-CREF and TIAA, and five years at TD Ameritrade and TD Ameritrade Investment Management. HUB Investment Partners serves a diverse client base including institutional investors, municipal plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across various asset types and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc, a freight forwarding logistics business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and three years of industry experience. He is also a principal at Market Street Capital, where he provides consulting services, and a partner at Market Street Health Partners I LLC, an independent sponsor focused on diagnostic laboratory acquisitions. Abiassi has held roles at Pickwick Capital Partners and Market Street Capital since 2012. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized portfolio management and financial planning. The firm emphasizes long-term, strategic buy-and-hold investment approaches with ongoing monitoring and implements client-directed investment restrictions when requested.

Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

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.