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 with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Apollon since 2020, following five years at Proper Wealth Management. Outside of advising, he is an independent insurance agent and also manages a business that helps small business owners develop marketing plans and networking strategies. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally managed strategies and locally managed portfolios across various asset classes, including ESG models and direct indexing.

Kenneth Cooper is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, Commonwealth Financial Network, and Carr Riggs & Ingram, where he became a partner emeritus. Outside of advisory activities, Cooper serves as a managing member of Cooper Capital Advisors, LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets for individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and offers services including financial planning, portfolio management, and retirement plan consulting.

Timothy Silver is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He is currently with HUB Investment Partners, LLC and previously spent 10 years at Millennium Advisory Services, Inc. based in Austin, TX. HUB Investment Partners serves a variety of institutional and individual clients, offering portfolio management, financial planning, and specialized services for corporate pensions, municipal plans, and banking institutions. The firm employs both active and passive investment strategies and utilizes quantitative and qualitative manager screening alongside routine portfolio reviews.

Cody Hall is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial industry. He is currently with Trajan Wealth, L.L.C., where he has worked since 2022, following roles at Fisher Investments and several other firms. Outside of advisory work, he has experience running a tennis-related business offering racket stringing and lessons. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutions, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to client objectives.

Katherine Sung is a financial advisor at Per Stirling Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Generation Focus. Outside of her role at Per Stirling, she is also a registered representative at B. B. Graham & Co. Inc. 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 in assets and delivers portfolio management and tailored planning through a team of about 30 advisors.

Christopher Wilbratte is a financial advisor with The Fiduciary Alliance in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and GWN Securities Inc. Wilbratte serves as Board Chair of the Rise School of Austin, a preschool for special needs children, and is the author of tax strategy and wealth preservation books for business owners. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and offers access to third-party managers through a multi-division, multi-advisor representative network.

Michael Camizzi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation and 15 years of industry experience. His prior experience includes roles at Millennium Advisory Services, Inc. and Financeware Inc. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis to align investments with client objectives.

Owen Reynolds is a financial advisor at Aspiriant, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. His career includes various roles at Aspiriant since 2019, as well as prior work in education and consulting. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside comprehensive wealth planning and family office services. The firm’s investment approach combines asset allocation with diverse implementation options and includes unique offerings such as affiliated mutual funds and expanded family office capabilities.

Daniel Dubose is a financial advisor with Financial Gravity Family Office Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Forta Financial Group, Inc. and Archer Investment Corporation, and has operated his own CPA firm, Daniel W. Dubose, PC, since 2000, where he serves as President and General Manager. He is also a partner at Castle & Company CPAs Capital, PLLC, a CPA firm in Houston. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Taylor Parsons is a financial advisor at Arax Advisory Partners with one year of industry experience. Prior to joining Arax, he worked at U.S. Capital Wealth Advisors and USCA Securities. He served for ten years at Blue Blood Perfusion Group/Comprehensive Care Services. Parsons is Executive Director of The Carroll and Marguerite Wheeler Foundation. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning and portfolio management, using a combination of internal management, third-party models, and tailored asset allocation.

Matt Escalante is a CFP® with three years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has been with HUB International since 2022 and has been affiliated with HUB Investment Partners since 2006. 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, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Tanner Nunn is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at AMT Wealth Group, LLC, AMT Lifetime Financial, LLC, and ArgonDigital. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and offers access to a broad range of asset types, including non-traded real estate investments.

Terry Pitchford is a financial advisor with BFC Planning, Inc. He holds the ChFC® and Series 63 designations and has 42 years of industry experience. He has worked at Securities Management & Research, Inc. since 1983 and with American National Insurance Company since 1981. Pitchford also serves on the board of the Lakeway II Community Association. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors through a network of approximately 200 investment adviser representatives.

Steven Cartwright is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with Per Stirling Capital Management, LLC, B.B. Graham & Co., Inc., and Per Stirling Private Wealth, serving in various advisory and client relationship roles since 2023. His prior experience includes positions at Charles Schwab & Co., Inc. and Charles Schwab Bank from 2007 to 2019, among others. Per Stirling Capital Management is an SEC-registered advisory firm that manages approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm provides discretionary investment management and financial planning services, employing a blend of fundamental, technical, cyclical, and statistical analysis to create tailored portfolios.

Ronsey Chawla is a CFP® and Series 65-licensed advisor with 14 years of experience at Per Stirling Capital Management, LLC in Austin, TX. He serves as an instructor at a personal finance summer camp aimed at teaching children about finance and is a presenter for the Texas Association of Otolaryngology. Per Stirling Capital Management 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 using a combination of fundamental, technical, and statistical investment analysis, offering tailored portfolios and proprietary model strategies.

Ryan Oujesky is a financial advisor at Victory Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, Capital Partners, and the University of Texas. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm’s investment approach is asset-allocation driven, employing model portfolios based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis.

Ryan Wells is a financial advisor at Victory Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, Wells is involved in providing fixed insurance products to clients. Victory Financial Group offers financial planning, consulting, and discretionary investment management services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to guide client decisions.

Alisha Wesser is a CFP® with 16 years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. Her background includes roles at both investment and wealth management firms. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies and provides specialized solutions for banking and municipal clients.

Michael Moore is a CFP®-certified financial advisor with eight years of industry experience. He is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc. Moore has held roles at Spicewood Oaks Advisors, Securities America, and Couch Hallum Financial Group. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor approach that integrates fundamental, technical, cyclical, and statistical analysis to manage approximately $1.39 billion in client assets.