Clellan Hyatt is a financial advisor with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of finance, he is a partner in business management firms serving musicians and artists and serves as treasurer on the board of the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process utilizing multiple analysis methods and third-party platforms, and operates affiliated insurance and tax entities within a multi-team structure.

Danielle Dykes is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. She holds the Series 65 designation and previously worked at Millennium Advisory Services, Inc. for 14 years. HUB Investment Partners provides investment management and retirement 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 allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Robert Thompson is a financial advisor with PFG Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Bank of America, Merrill, and Brighton Jones. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach incorporates firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Harrison Mac Donald is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked briefly at RBC Wealth Management and Core Spaces. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, institutions, and municipalities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Griffin Kent is a financial advisor at Mission Wealth Management, LP in Austin, TX, with four years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm employs long-term strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. Prior to this, he was with Solomon Group Financial Services LLC and Blue Duck Wealth Management. Outside of his advisory role, Carlson serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm uses a combination of quantitative, qualitative, and technical investment methods and offers discretionary portfolio management through approved third-party model managers.

Roy Smith III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2024, he spent 16 years at Millennium Advisory Services, including seven years at Millennium Capital Management. 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 and employs technical and cyclical analysis to align investments with client objectives.

Dylan Lewis is a financial advisor with Stephens in Austin, TX, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Stephens since 2001. Outside of his advisory role, he is a 50% owner and investor in a hair salon. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Dakota Staton is a financial advisor at HUB Investment Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and employs a fiduciary approach when advising retirement and IRA accounts.

Gary Smith is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Grace and Porta Financial Services, LLC and Oak Grove, LLC. He also works as an independent insurance agent with HUB International in Brighton, Michigan. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 uses quantitative and qualitative methods for portfolio management.

Kyle Meaux is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain strong financial plans aimed at helping them work toward their life goals. He has held multiple positions at Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, Workplace Planning Consultant I and II, Junior Business Analyst, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial planning and client service. Outside of work, Kyle's personal interests include the beach, comedy, football, movies, and traveling.

Blake Miller is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial, Blake attended Tulane University and worked at Saint Marys Hall. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

Taylor Peterson is a CFP® with 11 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC and B. B. Graham & Co. He has worked at multiple firms, including Midwest Financial Consultants, GF Investment Services LLC, and Richard W. Paul & Associates, LLC. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across about 1,074 clients, employing a team of around 30 advisors who design portfolios based on client objectives, risk tolerance, and time horizons.

Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has been with Mission Wealth since 2022. His prior experience includes roles at Pacific Rim Adventures Inc., Yardi Systems, and several universities. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning with a focus on long-term strategies using a range of investment products and specialized services.

Dylan Clement is a financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance-related business, and owns a tax entity, Clement Financial LLC. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms.

Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is a Series 66-credentialed advisor at Transce3nd LLC with two years of industry experience. He has held positions at Transce3nd, E3 Wealth, Madison Avenue Securities, Glory Mortgage, and Mood Media. In addition to his advisory role, he is licensed as a life and fixed annuities insurance agent. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and offering both discretionary and non-discretionary investment management services.

Dominick Guiseppone Zucconi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. 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 allocations, using technical and cyclical analysis alongside regular portfolio reviews, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

John Sturgis is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at HUB Investment Partners, LLC since 2021 and previously held roles at TD Ameritrade and Charles Schwab. HUB Investment Partners provides investment management and retirement planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.