Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Jason Hergenreder is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lincoln Investment LLC, Waddell & Reed Inc, Thomas Dias, and in education with Lago Vista ISD and Round Rock ISD. He is also the managing member of JP Hergenreder Investment LLC, an entity established for tax purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and combines in-house discretionary investment management with third-party manager oversight.

Diane Dixon is a CFP® with 21 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She holds managing member roles at Keeper Collection, LLC, which develops interactive cookbook software, and Gens Du Monde, LLC, a food product manufacturing and marketing business. Dixon also provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving over 5,600 clients with comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach integrating behavioral economics and proprietary quantitative measures, and offers access to alternative investments and precious metals custody.

Raymond Deragon is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Stanford Group Company, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Reed Clemons is a CFP® professional with 11 years of industry experience, currently with Momentum Independent Network Inc. since 2015. He holds the Series 66 designation and is based in Austin, TX. Outside of his advisory role, Clemons serves as Treasurer for Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and combines discretionary and non-discretionary portfolio solutions using quantitative, fundamental, and technical analysis, along with specialized overlay strategies and municipal fixed-income options.

Dillon Hakes is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. His prior experience includes roles at Private Asset Management Inc and UBS Financial Services. 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 across 208 advisors. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, including discretionary and non-discretionary account management.

Phillip Flores is a financial advisor at Victory Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Purshe Kaplan Sterling Investments. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to support client decision-making.

Amy Fredritz is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones from 2016 to 2024 before joining Kestra in 2024. Fredritz serves as Treasurer of the Marion Foundation and as Vice President of the Marion Technical College Foundation Board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

David Brandt is a CFP® professional with 27 years of industry experience. He has worked at Kestra Private Wealth Services, LLC since 2020 and previously spent 11 years with Ameriprise Financial Services, Inc. Brandt serves as Vice President on the board of the Highline Educational Foundation. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with both discretionary and non-discretionary arrangements, and it supports specialized services such as annuity subaccount management and 529 plan services.

Elio King is an investment advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2010, and prior to that at Hilltop Securities and Citigroup Global Markets. King also owns and manages King Global Investments, LLC, an entity that operates securities and investment advisory businesses. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients, providing customized wealth management through a network of independent advisers. The firm’s portfolio construction emphasizes a long-term approach using mutual funds, ETFs, equities, and fixed-income securities, and it features a service model that integrates broker-dealer affiliation and a variety of investment options.

Judy Moore is a financial advisor at Prospera Financial Services, Inc. in Austin, TX, with 50 years of industry experience. She has been with Prospera since 2000 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is an independent distributor for Youngevity, a company selling nutrition and skin care products, and volunteers as a precinct chairperson for a local nonprofit in Austin. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Zamora is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including CreativeOne Wealth and Townsquare Capital LLC. Zamora has operated the Zamora Advisory Group since 2018, offering fixed life and annuity products and expanding into investment advisory services. Additionally, he is a licensed Certified Public Accountant and has been involved in insurance sales since 1993. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory. The firm uses a top-down macroeconomic asset-allocation process to manage portfolios and offers a range of strategies, including alternative investments and direct indexing.

Steven Bazis is a financial advisor at HUB Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at the Nebraska Public Employees Retirement System, Sentinel Group, CUNA Mutual Group, and Ameritas Life Insurance Corp. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across various asset classes and offers specialized services for banking and municipal clients.

Paul Schappert is a financial advisor at Victory Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial Group in 2023, he worked at Equitable Advisors for 13 years and AXA Advisors for 10 years. Victory Financial Group serves a broad mix of individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored by adviser teams.

Roy Anderson is a financial advisor with 17 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds a Series 66 designation and has worked at firms including Charles Schwab, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Anderson is also involved in fixed insurance sales through the Financial Independence Group. 49 Financial serves a diverse client base including retail and high-net-worth 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.

Scott Stevens is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, each for five years, and has been with Kestra in various capacities since 2016. Stevens serves as Secretary on the board of a neighborhood recreation club. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within approved product menus.

Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Kestra since 2014 and is involved as a consultant providing investment, insurance, and financial planning services through an independent outside RIA. Kestra Private Wealth Services, LLC offers investment advisory services via a network of independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and specialized offerings, while overseeing advisor recommendations within an approved product menu.

Cynthia Howell is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for 21 years. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Madeline Mason is a Series 65-licensed financial advisor at 49 Financial with one year of industry experience. She previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP and Fragomen, Del Rey, Bernsen & Lowery. Outside of advisory work, she acts as a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and offers tiered fractional family office services for high-net-worth clients.

Carsten Murgas is a CFP® certified financial advisor with two years of industry experience, currently serving at Facet in Austin, TX. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Paul Ludacka, and TD Ameritrade Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations primarily comprised of exchange-traded funds. The firm emphasizes a flat subscription fee model and integrates comprehensive financial life resources across its multi-advisor platform.