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. with 14 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2019. Prior to that, he was employed at SPC, Sigma Financial Corporation, and Edward Jones. Outside of his advisory work, Hendrix is involved in local business networking as a group leader for Network In Action of Central Texas and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates is a multi-team firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products through its dually registered representatives.

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.

Daniel Paschke is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Equitable Advisors from 2015 to 2023 and joined Victory Financial and Purshe Kaplan Sterling Investments in 2023. Outside of his advisory role, he serves as a board member for A Taste of South Lake, where he assists in procuring event sponsorships. 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 based on Modern Portfolio Theory, emphasizing model portfolios with mutual funds and ETFs, and provides a range of financial planning, investment management, and ERISA plan services.

William Nichols is a financial advisor at Victory Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Equitable Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the owner of Wurst Friends, LLC, a short-term rental business in Fredericksburg, TX. 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 based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to create customized model portfolios.

Brandon Curley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Prior to joining Brighton Jones in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2019 to 2025. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for high-net-worth clients, offering discretionary portfolio management alongside access to private and public investments, supported by an affiliated ecosystem that includes private investment fund management and fiduciary services.

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.

Dalyn Love is a financial advisor at Victory Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and 49 Financial. Outside of his advisory role, he is a contracted football coach at a private school. 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 strategy based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to build model portfolios tailored by adviser teams.

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.

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 U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, and Citigroup Global Markets. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, private fund advisory, and a wrap fee program, utilizing a mix of in-house teams, external managers, traditional and alternative investments, and AI-supported research.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, USCA Securities LLC, USCA RIA LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a minority owner of two restaurant ventures, Original Brooklyn Pie Inc., in Round Rock and Austin, Texas. Arax Advisory Partners offers wealth management services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house teams, external managers, model portfolios, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

James Gilley Jr is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC. He is also involved with USCA Municipal Advisors LLC, providing financial advisory services to municipalities and government entities. Arax Advisory Partners offers 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 utilizing in-house portfolio teams, external managers, and a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Morgan Marx is a financial advisor at William Joseph Capital Management, Inc. with over 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked with multiple firms including Schellinger Holding Group LLC and his own practice. Marx is a co-founder and managing partner of Synergy Independent Financial Solutions, LP, where he is involved in insurance product sales. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing third-party sub-advisors and a variety of analytical methods to develop tailored investment strategies.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Rick Horton is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Wealthplan Advisors. He is based in Austin, TX. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors. The firm employs both active and passive investment strategies and offers a range of services such as portfolio management, retirement planning, and specialized solutions for banks and municipalities.

Chase Abshier is a Series 65 licensed financial advisor with eight years of industry experience. He is currently with Arax Advisory Partners and previously worked at US Capital Wealth Advisors LLC. Before entering the financial industry, he was involved with Texas A&M Aquatics and Texas A&M University. 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 offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal teams and external managers along with traditional and alternative investments.

Jose Torres is a financial advisor with Impact Partnership Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Vivint Solar and Advanced Financial Strategies. In addition to his advisory role, he is involved with Bloom Financial LLC, where he sells life insurance and annuities, and he is a member of the Association of Financial Consultants, a nonprofit organization providing educational workshops. Impact Partnership Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked at Intrust Bank for 10 years and held roles at LPL Financial and Mass Mutual Investors Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and incorporates both quantitative and qualitative methods in its investment process.