Eric Lian is a financial advisor at Per Stirling Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Centric Advisors, LLC, Equity Services, Inc., and Schlumberger Technology Corporation. In addition to his advisory role, he is an insurance agent involved in the sale of fixed and term insurance products through B.B. Graham & Co. Inc. Per Stirling Capital Management is a multi-advisor 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 alongside financial planning and consulting services. Their investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Dawn Edwards is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Charles Schwab & Co, TD Ameritrade, Fidelity Brokerage Services, and TIAA-CREF. Outside of advising, she operates a weekend hobby selling antiques and personal items on eBay. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banks and municipalities. The firm employs a combination of active and passive investment strategies supported by quantitative and qualitative analysis.

Laura Stenberg is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 credential and bringing 22 years of industry experience. Her previous roles include positions at MMA Securities LLC, Marsh & McClennan Agency LLC, Principal Securities Inc., and Principal Life Insurance Company. Outside of her advisory work, she owns and manages Dare to Move DBA Plane Junkie, a publisher and distributor of aviation and military art and collectibles. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.

Kermit Johns is a financial advisor at Hilltop Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Worthpointe, LLC for 10 years before joining Hilltop Securities in 2023. 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 portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Stefan Nensala is a CFP® professional affiliated with Wealthcare Advisory Partners LLC, bringing 20 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Charles Schwab, and other firms. He is also CEO of Wealthy Profits, LLC, a community development organization focused on financial literacy programs for local schools, healthcare workers, and first responders. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic portfolio management.

Jon Meyer is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including US Capital Wealth Advisors LLC and Profutures, Inc. Meyer is based in Austin, TX. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies using in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Mason Vrazel is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Park Avenue Securities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities, managing approximately $1.566 billion for about 1,074 clients. The firm employs a team of roughly 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach, offering both tailored portfolios and proprietary model portfolios.

Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.

Brian Boswell is a CFP® with 17 years of industry experience, currently serving as an advisor at Savvy since 2024. Prior to joining Savvy, he worked for nine years at Oakwell Private Wealth Management. He is also a principal at Frio Canyon Advisors LLC, where he provides fixed life insurance planning for wealth management clients. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm employs an investment approach that integrates index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and quantitative tools.

Todd Koenig is a financial advisor at Lexaurum Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at AlertMedia and VMware. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for about 2,189 clients through a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, using fundamental, market-trend, and economic-cycle analysis.

Samantha Kaufman is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Global Retirement Partners, AFS Financial Group, Commonwealth Financial Network, and Equitable Advisors among other firms. Outside of advising, she co-founded Nightmare Graphics, a graphic design business. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes quantitative and qualitative analyses to guide investment decisions.

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.

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 at Arax Advisory Partners based in Austin, TX, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Lion Street Financial, SALI Fund Services, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

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.