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 12 years of industry experience. His prior roles include positions at Hilltop Securities Inc., First Palladium, LLC, Ash Brokerage, and Mercap Securities, LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing third-party sub-advisors and platform providers to support trading and reporting.

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 an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Kestra and affiliated firms since 2019 and has been involved with Parkland Securities since 2014. Outside of his advisory role, he is a licensed insurance agent writing life and disability insurance policies and is a managing partner in related investment advisory and insurance businesses. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, supporting discretionary and non-discretionary arrangements across approximately 208 advisors and nearly 20,000 client relationships.

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 20 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC, having joined in 2022 after roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns an RV rental business where he prepares trailers for rental and educates renters on their use. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages a broad range of investment products and offers both discretionary and non-discretionary arrangements, supporting approximately 208 advisors and nearly 20,000 client relationships.

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 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 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® professional with 10 years of industry experience, currently serving as an advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he spent a decade at Millennium Advisory Services, Inc. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension and profit-sharing plans, and municipal entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis alongside regular portfolio reviews to align investments with client objectives and risk tolerances.

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 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.