May Reid is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, she worked at Wells Fargo Clearing and Raymond James Financial. She also supports registered representative activities through Provista Wealth Management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized solutions, overseeing advisor recommendations while allowing product and platform selection within approved menus.

Sean Nouveau is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has also worked at IAMS Wealth Management and operates Nouveau Financial Services and Khalasar LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 across various asset classes and maintains affiliations that support pension and institutional consulting.

Thomas Siebers is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the CFP® designation and a Series 65 license, and has 10 years of industry experience. Prior to joining HUB Investment Partners, he spent nine years at Millennium Advisory Services, Inc. HUB Investment Partners serves a diverse group of clients including institutional investors, corporate pension plans, public entities, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

Todd Dickinson is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Crux Wealth Advisors, Raymond James Financial Services, and Edward Jones. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to build model portfolios, while offering tailored solutions through adviser teams and third-party managers.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.

George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Horace Mann Investors Inc. and Horace Mann Companies, where he worked for five years. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 provides access to third-party asset managers.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and Beacon Financial Group. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that incorporates diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

Morris Gottesman is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, USCA Securities LLC, Wells Fargo Clearing, and Prudential Equity Group. Gottesman serves on the advisory boards of the Jon Brumley Texas Venture Labs at the University of Texas Department of Psychiatry and Behavioral Sciences and is a board member of the Anti-Defamation League in Austin, TX. 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 various services such as discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, employing both internal teams and external managers across traditional and alternative investments.

Torry Scott is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Cary Street Partners since 2013 and also has longstanding roles with Riverstone Insurance Agency and Riverstone Wealth Management dating back to 2000 and 2001. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions. The firm offers a broad range of investment options and proprietary strategies, with particular focus on serving institutional niches such as state and municipal governments and insurance company clients.

David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.

Karissa Brick is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation. She has been with HUB Investment Partners since 2023 and has prior experience at TCG, a HUB International Company, as well as roles at Ryan Sanders Sports Services and Texas A&M University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory and consulting services through affiliated entities.

Anita Niefeldt is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Victory Financial Group and has prior experience at Fidelity Investments and Charles Schwab. Outside of financial advising, she participates in affiliate marketing activities unrelated to investment services. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach and provides a range of financial planning, wealth management, and ERISA plan services through collaborative adviser teams.

Dean Dillenberg is a financial advisor with 10 years of industry experience, currently with 49 Financial. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to his advisory role, he is involved with 25 Giving, where he refers nonprofits to develop charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Thomas Von Riesen is an investment advisor at HUB Investment Partners, LLC with 34 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures with Hub International affiliates and M Holdings Securities, where he has held roles spanning investment advising and senior executive positions. Outside of his advisory work, he serves as chairman of the MidAmerica Council for Scouts USA, overseeing financial stewardship of its endowment fund. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes both active and passive strategies across multiple asset classes and incorporates quantitative and qualitative methods for manager screening and portfolio reviews.

Hunter Lloyd is a financial advisor at 49 Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also involved with Oakwood Capital Securities and 49 Wealth Management. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Jeffrey Smith is a CFP® and ChFC® with 25 years of industry experience. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2020, following nine years at UBS Financial Services. Outside of his advisory role, he serves as a notary and volunteers on a community committee. 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. The firm serves individuals and institutional clients with a broad range of investment products and offers both discretionary and non-discretionary account management.

Steven Fenner is a financial advisor at HUB Investment Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Millennium Advisory Services, Inc. and Millennium Capital Management of VA. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms and fiduciary services.

Camryn Brown is a Series 65-licensed financial advisor with Kestra Private Wealth Services, LLC, based in Austin, TX, and has one year of industry experience. Prior to joining Kestra, Brown worked at Symphony Wealth Group and Fidelity Investments. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets across roughly 208 advisors. The firm offers a broad range of investment products and specialized services while supporting discretionary and non-discretionary account management.