Taylor Parsons is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds the Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC and Blue Blood Perfusion Group/Comprehensive Care Services. Parsons serves as Executive Director of The Carroll and Marguerite Wheeler Foundation. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of portfolio management options and utilizes in-house teams, independent managers, and alternative investments across a platform distinguished by recent consolidations and significant scale.

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 with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Russell Jr. is also licensed in life and health insurance. Waterloo Capital is an SEC-registered, multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning, emphasizing long-term strategic investments with ongoing monitoring and client reviews.

William Coleman is a Series 65-licensed advisor with Victory Financial in Austin, TX. He joined the firm in 2026 and has prior experience at Creme Wealth, Gartner, and Sewell Automotive. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, using mutual funds and ETFs across model portfolios tailored by adviser teams.

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 17 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, and Axa Advisors. Wells also serves as CEO of Capitalwise Wealth Management, a business affiliated with Victory Financial. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm offers financial planning, investment management, and ERISA plan services, employing an asset-allocation approach based on Modern Portfolio Theory and fundamental analysis to build diversified portfolios tailored through adviser teams.

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.

Eric Lian is a financial advisor at Per Stirling Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Centric Advisors, LLC, Equity Services, Inc., and Schlumberger Technology Corporation. In addition to his advisory role, he is an insurance agent involved in the sale of fixed and term insurance products through B.B. Graham & Co. Inc. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside financial planning and consulting services. Their investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Dawn Edwards is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Charles Schwab & Co, TD Ameritrade, Fidelity Brokerage Services, and TIAA-CREF. Outside of advising, she operates a weekend hobby selling antiques and personal items on eBay. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banks and municipalities. The firm employs a combination of active and passive investment strategies supported by quantitative and qualitative analysis.

Sean O'Riordan is a financial advisor at Kestra Private Wealth Services, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Kestra, he worked at Morgan Stanley Private Bank and Morgan Stanley for a combined total of over 10 years. Outside of his advisory role, he is the owner of TIGHT LINES FINANCIAL MANAGEMENT, LLC, a tax entity. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm offers access to a wide range of investment products and platforms, serving both individual and institutional clients with discretionary and non-discretionary arrangements.

Zachary Baughman is a financial advisor at 49 Financial with a Series 65 license and one year of industry experience. Prior to joining 49 Financial, he worked at Viking Mergers and Acquisitions and has an academic background at California Polytechnic Institute and Orfalea College of Business. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach is based on diversified asset allocation combining multiple analytical methods and includes a formal fractional family office service for qualified clients.

Jaelyn Grimm is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, she worked at Lifetime Fitness and Nordstrom, and she studied at Anderson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Laura Stenberg is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 credential and bringing 22 years of industry experience. Her previous roles include positions at MMA Securities LLC, Marsh & McClennan Agency LLC, Principal Securities Inc., and Principal Life Insurance Company. Outside of her advisory work, she owns and manages Dare to Move DBA Plane Junkie, a publisher and distributor of aviation and military art and collectibles. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Kermit Johns is a financial advisor at Hilltop Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Worthpointe, LLC for 10 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Jon Meyer is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including US Capital Wealth Advisors LLC and Profutures, Inc. Meyer is based in Austin, TX. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of investment strategies using in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.