Gretchen Litzau is a CFP® professional with two years of experience currently advising at The Wealth Consulting Group. Her prior experience includes roles at LPL Financial, Intrua Financial, Edward Jones, and SunPro Solar. She also spent four years employed at Texas A&M University and James E Taylor High School. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporations, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies and offers services such as discretionary portfolio management, financial planning, and access to third-party managers, supported by a legal and implementation model that includes estate-document facilitation.

Robert Phipps III is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Per Stirling Capital Management since 2009. Outside of advising, he serves as managing member and organizer of several commercial real estate entities. 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 for about 1,074 clients, utilizing a team-based approach and combining fundamental, technical, and statistical investment analysis methods.

Marcel Miu is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently with Core Planning in Austin, TX, where he has worked since 2026, following roles at Simplify Wealth Planning LLC and Cohen & Steers. Marcel also provides project-based consulting and serves as a subject matter expert advisor to a start-up technology company. Core Planning offers fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm offers a range of portfolio management and advisory services that combine active and passive strategies across various asset types, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Kenneth Price is a CFP®, CFA®, and ChFC® with 23 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2015. He has been teaching the CFP Capstone class at the University of Texas since 2004 and is an author who updates educational materials on insurance planning and risk management. He is also affiliated with House of the Lord Fellowship Church. 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 across multiple proprietary portfolios through a team of 31 advisors.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. She has worked at Waverly Advisors, LLC since 2023, following a decade at Silicon Hills Wealth Management and previous roles at FSC Securities Corporation and Edward Jones. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering a range of financial planning and investment management services.

Fernando Perez is a financial advisor at Victory Financial with a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill Lynch, Fidelity Investments, and Purshe Kaplan Sterling Investments. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using model portfolios and offers financial planning, discretionary investment management, and ERISA plan services.

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. In addition to his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a combination of internal portfolio strategies and third-party managers, including access to alternative investments and model portfolios.

Bobby Cowand is a financial advisor with Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Realta in 2018, he worked with Cary Street Partners and Riverstone Wealth Management, among other firms. Outside of his advisory role, he is the CEO and president of AirBubbles LLC, a business involved in buying, selling, and leasing aircraft and hangers, and he also owns businesses in event space leasing and music production. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and uses asset allocation across various investment types, operating platforms and third-party manager programs to serve a wide range of client needs.

Rachel Hurley is a CFP® professional with eight years of experience in financial advising, currently with Per Stirling Capital Management, LLC in Austin, TX. She has been with the firm since 2015. 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, providing discretionary investment management and comprehensive financial planning using a multi-advisor team approach.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Robert Barre is a financial advisor at Victory Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Equitable Advisors, AXA Advisors, and Fidelity Investments. Outside of his advisory role, he generates insurance leads for Victory Insurance, an independent property and casualty agency. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios tailored to client needs.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at MicroVenture Marketplace, Inc. for five years and Charles Schwab & Co., Inc. for two years. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized services for banking and municipal clients.

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Annette Findling is a CFP®-certified financial advisor at HighPoint Planning Partners with 33 years of industry experience. She has been affiliated with LPL Financial, LLC since 2013 and HighPoint Advisor Group, LLC since 2012. Outside of her advisory role, she is involved with Rich Women Rock as a speaker and blogger. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis and various investment vehicles, while utilizing multiple third-party and LPL-sponsored platforms.

Christopher Gleason is a financial advisor at Victory Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Daybreak Inc. Gleason also serves as a consultant for American Incentive Advisors, providing tax planning strategies for business owners. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.