Ashley Giles is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, she worked for U.S. Capital Wealth Advisors, LLC for five years and has been associated with USCA Securities LLC since 2015. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and external manager relationships to meet client objectives.

Antonio Kitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he worked for 14 years at Millennium Advisory Services. HUB Investment Partners serves a diverse client base that includes institutional and individual investors such as corporate pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive strategies across multiple asset classes and offers specialized services for banking and municipal clients alongside a range of portfolio management and financial planning solutions.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Outside of his advisory role, he serves as an unpaid board member for Teach Transform, Inc., an educational publishing and consulting business in Austin, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing both third-party managers and in-house resources across various investment strategies.

Nicholas Riotto is a CFP® professional with four years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM Holdings LLC, an online retail business. 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 approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services.

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 having 12 years of industry experience. His prior work includes roles at Hilltop Securities Inc., First Palladium, LLC, Ash Brokerage, and Mercap Securities, LLC. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors in its investment approach.

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.

Spencer Engelke is a financial advisor at Range Advisory, LLC with a CFP® designation and Series 65 and Series 63 licenses. He has four years of industry experience and has previously worked at The Retirement Planning Group and Parrott Wealth Management. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates AI tools into client interactions, operating primarily on a flat subscription fee structure.

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 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® 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.