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.

Antonio Kitt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he worked at Millennium Advisory Services from 2011 to 2025. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis alongside regular portfolio reviews to align investments with client goals.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Outside of his advisory role, he serves as an unpaid board member for Teach Transform, Inc., an educational publishing and consulting business in Austin, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing both third-party managers and in-house resources across various investment strategies.

Nicholas Riotto is a CFP® with three years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM HOLDINGS LLC, an online retail business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and access to both in-house and third-party managed solutions.

Lawrence Najvar Jr. is a financial advisor at Aegis Capital Corp. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously spent 28 years at Edward D. Jones & Co., L.P. before joining Aegis Capital Corp. in 2024. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

David Pergande is a financial advisor at M Holdings Securities, Inc. in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hilltop Securities Inc., First Palladium, LLC, Ash Brokerage, and Mercap Securities, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Paul Smith is a CFP® and ChFC® with 18 years of industry experience. He has worked at Advisory Services Network since 2019 and previously held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he has been involved in acting and modeling since 2011 and is the managing member of PRS Tax Advisors LLC. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Jeremy Wood is a financial advisor at Kestra Private Wealth Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra and affiliated firms since 2014. In addition to his advisory role, Wood is a licensed insurance agent writing life and disability policies and serves as managing member of Podium Financial Partners. 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 advisors with multiple platform options and supervisory oversight.

Daniel Driver is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at TCG Advisors, LP and Ameriprise Financial Services, Inc. He is also a founding member of Driver Adams Capital LLC in Austin, Texas. HUB Investment Partners provides investment management and financial 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, employing technical and cyclical analysis to align investments with client objectives.

Charles Smith is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns an RV rental business and provides clients with health insurance analysis through Caribou Wealth and Move Health. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan options.

Dennis Laughlin is a financial advisor at Kestra Private Wealth Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2010 to 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, advising on church finance and budgeting matters. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services while supporting independent advisor decision-making and providing access to both in-house and third-party managed solutions.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Kestra Private Wealth Services and Kestra Investment Services since 2014 and also works with Washington Wealth Management, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to multiple platforms and third-party managed solutions.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Raul has previously worked at First Command Brokerage Services and Mutual of Omaha Insurance Company. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.

Tobith Mckenzie is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at PNC Investments and Comerica Securities, Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of investment solutions through an open-architecture platform and manages approximately $2.25 billion in assets.

Jared Toren is a financial advisor at Apollon Wealth Management, LLC in Austin, TX, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Proper Wealth Management for five years. Outside of advisory work, he is an independent insurance agent and manages a small business consultancy focused on marketing strategies for business owners. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive portfolio management and financial planning services. The firm combines centralized strategy oversight with local portfolio decision-making and employs a range of investment techniques including tax-aware tools and independent sub-manager engagement.