Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and Beacon Financial Group. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that incorporates diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

Grace Hill is a financial advisor at Waterloo Capital with two years of industry experience. She holds a Series 65 credential and previously worked at The Monument Group and Amazon Logistics. In addition to her advisory role, she is a co-owner of Austin Clear Pool, a pool cleaning company, and serves on the board of the Psalm 89:1 Ministries women's ministry. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach, comprehensive financial planning, and access to a range of investment tools and third-party sub-advisers.

Morris Gottesman 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, LLC and USCA Securities LLC. Gottesman serves on the advisory board of Jon Brumley Texas Venture Labs at the University of Texas and is involved with nonprofit organizations including the Anti-Defamation League and HeartGift. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal and external investment resources and offering unique performance-based fee arrangements for qualified investors.

Torry Scott is a financial advisor at Cary Street Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cary Street Partners since 2013. Scott also has a long-standing role at Riverstone Insurance Agency and Riverstone Wealth Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach combining traditional and opportunistic strategies, using both third-party managers and in-house resources.

David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.

Karissa Brick is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation. She has been with HUB Investment Partners since 2023 and has prior experience at TCG, a HUB International Company, as well as roles at Ryan Sanders Sports Services and Texas A&M University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory and consulting services through affiliated entities.

Anita Niefeldt is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Victory Financial Group and has prior work history at Fidelity Investments and Charles Schwab & Co., Inc. Outside of her advisory role, she has participated in affiliate marketing activities unrelated to finance. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporations. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.

Dean Dillenberg is a financial advisor at 49 Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Oakwood Capital Securities. Outside of his advisory role, he serves as vice president of the Financial Independence Group and is involved with 25 Giving, a nonprofit referral organization assisting charities with donor charitable plans. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and fractional family office services, emphasizing a disciplined, long-term, diversified asset allocation approach implemented through proprietary and platform model portfolios.

Thomas Von Riesen is an investment advisor at HUB Investment Partners, LLC with 34 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures with Hub International affiliates and M Holdings Securities, where he has held roles spanning investment advising and senior executive positions. Outside of his advisory work, he serves as chairman of the MidAmerica Council for Scouts USA, overseeing financial stewardship of its endowment fund. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes both active and passive strategies across multiple asset classes and incorporates quantitative and qualitative methods for manager screening and portfolio reviews.

Hunter Lloyd is a financial advisor with 13 years of industry experience, currently associated with 49 Financial. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. In addition to his advisory role, Lloyd is a licensed fixed insurance sales agent. 49 Financial is a multi-team advisory firm managing approximately $1.4 billion, serving individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and specialized family office services with a disciplined, long-term investment approach based on Modern Portfolio Theory and model portfolios.

Montgomery Fortenbaugh is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with three years of industry experience. His previous roles include positions at Portage Partners and Apogem Capital, along with experience at the University of Richmond. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios based on fundamental analysis and a long-term, buy-and-hold approach, along with access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

Jeffrey Smith is a CFP® and ChFC® with 25 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2020. Prior to Kestra, he worked at UBS Financial Services from 2011 to 2020. He is also a notary and volunteers on a local committee. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

Steven Fenner is a financial advisor at HUB Investment Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Millennium Advisory Services, Inc. and Millennium Capital Management of VA. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms and fiduciary services.

Keegan Hardy is a financial advisor at Savvy with a Series 65 designation and one year of industry experience. Prior to joining Savvy, he worked at Dell Technologies and has a background in education. He serves on the Board of Trustees for Southwestern University. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused portfolios, supported by proprietary technology and quantitative tools.

Camryn Brown is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Symphony Wealth Group and Fidelity Investments. Her background also includes roles outside finance, such as positions at Bath & Body Works and the Dallas Stars. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and utilizes multiple investment platforms and strategies, including discretionary and non-discretionary approaches.

Robert Dahse is a CFP® with 23 years of experience in financial advising. He is currently with Victory Financial and previously worked at Dahse Financial Group, ISC Advisors, Institutional Securities Corp, and Team Financial Group. Outside of his advisory work, he referees youth soccer matches. Victory Financial Group serves a diverse client base including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using Modern Portfolio Theory principles and conducts detailed portfolio reviews and rebalancing to manage wealth.

Ciara Hanratty is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked with Global Retirement Partners, HUB International, and Wealthplan Advisors. HUB Investment Partners serves a diverse client base including institutional and individual clients such as corporate pension plans, state and municipal retirement plans, foundations, trusts, banks, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients.

Andrew Wilson is a Series 65 licensed financial advisor with 0 years of industry experience, currently working at 49 Financial since 2025. His prior roles include positions at ADP and Texas Christian University’s Sales Center. Outside of advising, he acts as a fixed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across a large advisory staff.

John Walker Smith is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he spent five years at the University of Mississippi and four years at Bowie High School. He also works as a fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs.

Ashley Giles is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, she worked for U.S. Capital Wealth Advisors, LLC for five years and has been associated with USCA Securities LLC since 2015. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and external manager relationships to meet client objectives.