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.

Adam Steen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Kestra in 2024. Outside of his advisory work, Steen manages a working farm and hunting lease in Mississippi. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a wide range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across over 208 advisors and nearly 20,000 client relationships.

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.

David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment for outdoor activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Megan Rahmes is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has previously worked at Merrill and Scottrade before joining Hilltop Securities in 2021. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates both third-party and firm-sponsored investment strategies.

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.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at 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, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

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.

Benji Mcleod Jr. is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. Prior to that, he worked for Bank of America and Merrill from 2013 to 2022. Outside of advisory services, he is the managing partner of Canton Wealth Partners, an insurance business, and owns a meat market grocery store in Georgia. 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 manages approximately $13.45 billion in client assets, offering a broad range of investment products and specialized services within a framework that supports both discretionary and non-discretionary arrangements.

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.

Sara Seely is a CFA® charterholder and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Waterloo Capital since 2022 and previously worked at Equistar Wealth Management for nine years. She serves on the investment committees of Hospice Austin Fund, Austin Committee Foundation, and Planned Parenthood Greater Texas. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach with customized portfolios and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Adam D'acierno is a Series 66 licensed advisor at Waterloo Capital with 12 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. Outside of advising, he works as a payroll and HR services consultant. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a fundamental, long-term investment approach and a broad range of strategies, including direct management, third-party sub-advisers, and integrated cash and lending solutions.

Eugene Mccarthy III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Kestra in 2019. Outside of his advisory role, Mccarthy serves as President of Candlelighters of Brevard, where he leads long-term strategic planning and supports external events, and he is also a member of the Holy Name of Jesus Endowment Development Committee. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a wide range of investment products and offers both discretionary and non-discretionary account arrangements, with additional capabilities including annuity subaccount management and 529 plan services.

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.

Michael Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Raymond James & Associates Inc. He is also the Chief Investment Strategist and Managing Partner of Faust Wealth Management. 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 offers a broad range of investment products and platforms, supporting diverse account types with both discretionary and non-discretionary arrangements.

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.

Sydney Ramos is a Series 65-licensed financial advisor at 49 Financial in Austin, TX. Sydney joined the firm in 2026 and has prior experience in various roles including youth engagement and environmental research at Texas A&M, as well as community involvement with The Harvest Methodist Church. 49 Financial serves a wide range of clients including individuals, high-net-worth families, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

Christopher Hernandez is a financial advisor at Waterloo Capital with 17 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and National Planning Corporation. Hernandez is licensed in life and health insurance. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a fundamental, long-term investment approach and access to a broad range of investment tools and third-party sub-advisers.

Bryce Decker is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC, having joined in 2023 after prior roles at Edward Jones and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is the owner and CEO of Catalyst Retirement Solutions, a tax entity, and also serves as a financial advisor with the same firm focused on insurance-related financial planning. Kestra Private Wealth Services, LLC 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 alongside specialized offerings such as annuity subaccount management and 529 plan services.

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.