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 with M HOLDINGS SECURITIES, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior work includes roles at Hilltop Securities Inc., First Palladium, LLC, Ash Brokerage, and Mercap Securities, LLC. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors in its investment approach.

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.

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.

Spencer Engelke is a financial advisor at Range Advisory, LLC with a CFP® designation and Series 65 and Series 63 licenses. He has four years of industry experience and has previously worked at The Retirement Planning Group and Parrott Wealth Management. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates AI tools into client interactions, operating primarily on a flat subscription fee structure.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at First Command Brokerage Services, Inc. and Mutual of Omaha Insurance Company. Aulet is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and collaborates with third-party managers, serving a broad client base including both non‑high-net-worth and high-net-worth clients.

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.

Joseph Blackwell is a Series 65-licensed advisor at Waterloo Capital with one year of industry experience. Prior to joining Waterloo Capital, he has held roles in education and the service industry, including work at Vanguard College Preparatory School, Austin College, and Rudys Country Store and BBQ. Waterloo Capital is a multi-team SEC-registered adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers a broad range of investment tools alongside comprehensive financial planning and consulting services.

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.

Earline Chapa is a financial advisor at Waterloo Capital with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Waterloo Capital, formerly Virtus Private Wealth Management, since 2004. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold investment approach, comprehensive financial planning, and access to third-party sub-advisers and educational seminars.

Randy Flowers is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently with Waterloo Capital and Intelligent Wealth Solutions, having joined both firms in 2022. His prior experience includes roles at Pacific Investment Management Company LLC, Aspiriant LLC, and Goodwater Wealth Management of Raymond James. Waterloo Capital is a multi-team, SEC-registered advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across a range of customized investment portfolios using fundamental analysis and a long-term, buy-and-hold approach, supplemented by access to third-party sub-advisers and a broad array of investment tools.

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.

Frances Moore is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at Raymond James & Associates for five years before joining Waterloo Capital in 2018. Outside of her advisory role, Moore serves as Treasurer of the Endowment Fund for All Saints Episcopal Church. Waterloo Capital is a multi-team SEC-registered adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to a broad range of investment tools and third-party sub-advisers.

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.