Steven Hill is a financial advisor with Union Capital Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Union Capital Company since 2009. Outside of his advisory role, Hill is involved as a member and manager in several storage businesses, including Affordable Boat and RV Storage and related entities. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary services, operating as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Michael Batsell is a financial advisor at Mader & Shannon Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2010. Outside of his advisory role, he spends a significant portion of his time selling and marketing insurance products as a sole proprietor. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and offers specialized services including expert witness testimony and sub-advisory management.

Stephanie Boeke is a financial advisor at BirdRock Wealth in Austin, TX, holding a Series 65 designation and bringing 13 years of industry experience. She has worked at Merrill Lynch Bank of America since 2012. Outside of her advisory role, she owns and operates a small business selling personalized letters from Santa Claus to children. BirdRock Wealth serves individual and institutional clients with a focus on value-oriented equity strategies and tactical ETF-based asset allocation. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and an hourly-advice option, working with a diverse client base that includes high net worth individuals, retirement plans, and wrap-fee program sponsors.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

John Oreilly Jr. is a financial advisor at Signal Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Signal Securities since 2008. Outside of his advisory role, he serves as president of FIT FINANCIAL, a financial planning business. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients’ financial data, time horizon, and risk tolerance.

Brian Yacktman is a financial advisor with YCG, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Yacktman Capital Group, LLC since 2007. YCG, LLC provides discretionary portfolio management to individual and institutional clients, including separately managed accounts and an open-end mutual fund. The firm employs a bottom-up, concentrated equity strategy focused on businesses with enduring pricing power and long-term compounding potential, utilizing proprietary fundamental research.

Dustin White is a financial advisor at Coyle Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Coyle Capital since 2015. In addition to his advisory role, he is an economist with the U.S. Department of the Treasury. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and integrates fundamental, technical, and quantitative analysis with modern portfolio theory, employing a range of trading strategies including options and short sales.

Christina Cannella is a financial advisor with Birdrock Wealth in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has been with Birdrock Asset Management since 2006. Birdrock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm employs a value-oriented, bottom-up investment approach focused on equity strategies and tactical ETF-based asset allocation, offering both discretionary and nondiscretionary portfolio management alongside financial planning and an hourly-advice option.

Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.

Aaron Soderberg is a financial advisor at BirdRock Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ndx Trading, Inc. since 2002. Outside of advising, he serves as director and secretary of Portable Securities of MN, Inc., a company that rents storage containers to consumers and businesses. BirdRock Wealth advises individual and high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and non-discretionary portfolio management, emphasizing value-oriented, bottom-up fundamental research combined with quantitative screening and proprietary metrics.

Kimberly Perry is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Financial Gravity Family Office Services, LLC and previously worked at Horter Investment Management. In addition to her advisory role, Perry operates a separate CPA practice providing accounting, payroll, tax preparation, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios.

Dean Specker is a financial advisor at Financial Gravity Family Office Services, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Bernard Tax and Bookkeeping and Forta Financial Group, Inc. Outside of advising, he operates an online merchandise business and serves as a CPA providing financial reviews for private companies. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of analytical approaches to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides 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 and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Victory Financial, he held roles at Raydia Food Group, FedEx, and studied at the University of Arkansas. Victory Financial Group serves a diverse clientele, including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct model portfolios tailored by adviser teams.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has held various roles within affiliated firms under the Financial Gravity umbrella since 2001 and currently serves as CEO of Financial Gravity Enhanced Markets, LLC. Pollock is also a board member of Financial Gravity Companies and participates in tax planning and new representative onboarding through the Tax Master Network. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, 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 across various securities and often utilizes third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach using model portfolios based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis.