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 CFP® with 12 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Edward Jones for 12 years. Outside of his advisory role, Cantrell is a part owner of a marina expansion and dry stack project in Washington, NC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of 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 both discretionary and non-discretionary accounts with access to multiple platforms and third-party solutions.

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, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. He is a co-founder of Symphony Wealth Group, an insurance-related business. 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 advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various investment platforms and managed solutions.

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.

Worth Trainor is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Kestra Advisory and Kestra Investment Services in 2024. Trainor also serves as a managing director at Riverside PWS, where he provides wealth management services. Kestra Private Wealth Services manages over $10 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and a range of investment platforms, combining independent advisor decision-making with supervisory oversight.

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 in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial industry, he worked for ten years at Blue Blood Perfusion Group/Comprehensive Care Services. Parsons serves as Executive Director of The Carroll and Marguerite Wheeler Foundation. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors and approximately $26.5 billion in regulatory assets. The firm provides financial planning, portfolio management, retirement plan consulting, and advisory services to a diverse client base including individuals, family offices, institutions, and retirement plans.

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.

Robert Russell Jr. is a financial advisor at Waterloo Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Waterloo Capital since 2021, following prior roles at Royal Alliance and National Planning Corporation. He is also licensed in life and health insurance. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth clients, trusts, and retirement plans. The firm manages approximately $2.26 billion across diverse investment strategies, employing a long-term, buy-and-hold approach with customized portfolios and access to third-party sub-advisers.

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.