Charles Smith is a CFP® with 20 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 work includes roles at Wells Fargo Clearing, Principal Financial Services, Equitable Advisors, and Ameriprise. Outside of advising, he owns an RV rental business where he manages trailer preparation and renter education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages a broad range of investment products and offers specialized services including advisor-managed accounts, third-party manager platforms, and wrap programs.

Dennis Laughlin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2019 before joining Kestra in 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, where he advises on budgeting and financial matters. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a broad range of investment products and platforms.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Kestra Private Wealth Services and Kestra Investment Services since 2014 and has been affiliated with Washington Wealth Management, LLC since 2012. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within a regulated framework.

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 licenses and has worked previously at Proper Wealth Management, UBS Financial Services, Credit Suisse Securities, and Morgan Stanley. Outside of advisory work, he is an independent insurance agent and also manages a small business consulting venture focused on marketing and networking strategies. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors and $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, businesses, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Apollon combines centralized strategy mandates with locally managed portfolios and employs a diverse investment process incorporating ESG risk models, tax management, and technology tools including generative AI.

Joseph Blackwell is a Series 65-licensed advisor at Waterloo Capital in Austin, TX, with one year of experience in financial services. Prior to joining Waterloo Capital, he held roles outside the industry, including work at Rudy’s Country Store and BBQ and positions in education. Waterloo Capital is a multi-advisor firm offering investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized portfolios using fundamental analysis and long-term strategic allocations, providing both discretionary and non-discretionary services alongside financial planning and consulting.

Kenneth Cooper is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, Commonwealth Financial Network, Carr Riggs & Ingram, and LPL Financial. Cooper is a managing member of Cooper Capital Advisors, LLC, a separate business entity. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management, portfolio management, and comprehensive financial planning through a combination of in-house teams and external managers.

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.

Jordan Cantrell is a Certified Financial Planner® with 12 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2026 after a 12-year tenure at Edward Jones. Outside of his advisory role, he is a part owner of a marina expansion project in Washington, NC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves individuals and institutions, offering a wide range of investment products and specialized services while overseeing advisor recommendations within an approved platform menu.

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.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes positions at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities. He is also a co-founder and wealth advisor at Symphony Wealth Group, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a wide range of investment products and platforms, delivering services through advisor-managed accounts, third-party manager platforms, and specialized offerings such as annuity subaccount and 529 plan services.

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 registrations and has been with Waterloo Capital Management, formerly Virtus Private Wealth Management, since 2004. Waterloo Capital is a multi-advisor SEC-registered firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, emphasizing long-term, strategic buy-and-hold portfolios with periodic rebalancing.

Randy Flowers is a CFA® charterholder and Series 63 licensee with five years of experience in the financial services industry. He is currently affiliated with Waterloo Capital and Intelligent Wealth Solutions, serving as a portfolio manager since 2022. His prior experience includes roles at Pacific Investment Management Company LLC, Aspiriant LLC, Goodwater Wealth Management, Horizon Bank, and Southwestern University. Waterloo Capital is a multi-advisor, SEC-registered firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized portfolios built on fundamental analysis and typically follows a long-term, strategic buy-and-hold approach with periodic rebalancing.

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.

Worth Trainor is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Kestra Advisory and Kestra Investment Services, LLC. Trainor is also a managing director at Riverside PWS, where he provides wealth management services. Kestra Private Wealth Services operates as a multi-team firm serving individuals and institutional clients through a network of independent advisors. The firm manages approximately $13.45 billion in client assets, offering access to a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

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.