Jose Torres is a financial advisor with Impact Partnership Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Vivint Solar and Advanced Financial Strategies. In addition to his advisory role, he is involved with Bloom Financial LLC, where he sells life insurance and annuities, and he is a member of the Association of Financial Consultants, a nonprofit organization providing educational workshops. Impact Partnership Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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 and comprehensive financial planning. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked at Intrust Bank for 10 years and held roles at LPL Financial and Mass Mutual Investors Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and incorporates both quantitative and qualitative methods in its investment process.

Alp Atabek is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with AFS Financial Group and Commonwealth Financial Network. He is also a part owner of MoneyNav, LLC, a company focused on software development for retirement plan sponsors and participants. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized advisory services. The firm employs a combination of active and passive investment strategies and provides dedicated solutions for banking and municipal clients.

Clifford Mctee III is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Arax Advisory Partners. His background includes roles at U.S. Capital Wealth Advisors, USCA Securities LLC, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he owns and operates a general contracting business and serves as a FINRA arbitrator. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, employing a combination of in-house teams, external managers, and alternative investments within a multi-team platform of over 200 advisors.

Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at UBS Financial Services and Riverstone Wealth Management before joining Kovack Advisors in 2013. Kovack Advisors is a multi-team registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported platform to deliver portfolio management and financial planning services through a combination of internally created models and third-party managers.

Kelly Cooper is a CFP® with 13 years of industry experience currently advising at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he also provides fixed insurance solutions to clients and manages family assets as a limited partner in a private investment entity. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house teams, external managers, and a blend of traditional and alternative investments, and it supports its offerings with AI tools and third-party analytics.

Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside services such as tax preparation, real estate consulting, and family office administrative support.

Blake Mctee is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously served in the United States Air Force and is currently a flight commander and special warfare officer with the Texas Air National Guard. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Ransom Adams is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at U.S. Capital Wealth Advisors, LLC, and USAA Investment Management Company. Outside of advisory services, he spends time as an agent selling fixed insurance. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, using both in-house teams and external managers with a blend of traditional and alternative investments.

Noe Lopez is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, JPMorgan Securities, and First Command Advisory Services. 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 for about 1,074 clients, using a team-based approach and proprietary model portfolios tailored to clients’ objectives and risk tolerance.

Robert Huddleston is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Morgan Stanley, and E*TRADE Capital Management. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of services including portfolio management, retirement planning, and specialized consulting for banking and municipal clients.

Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services tailored to banking and municipal clients.

Deanna Austin is a CFP® professional with two years of experience at Per Stirling Capital Management, LLC. She previously worked at Ark Financial and held a position at Texas Tech University. Per Stirling Capital Management, LLC offers 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 across about 1,074 clients, utilizing a team-based approach and proprietary model portfolios.

Wesley Gallup is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and integrates quantitative and qualitative manager screening in its process.