Brandon Curley is a CFP®-certified financial advisor with six years of industry experience, currently with Brighton Jones LLC. He previously worked at Charles Schwab and Charles Schwab Bank. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients across multiple brands. The firm utilizes a whole-balance-sheet approach for its Personal CFO clients and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Barton Couch is a CFP® with 41 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior experience includes roles at Spicewood Oaks Advisors, Inc., Everbank, Couch Hallum Financial Group, LLC, and Securities America, Inc. He is also involved in side business activities including insurance sales and advisory services through related entities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting 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 through a team of around 30 advisors and employs a combination of fundamental, technical, and statistical investment analysis methods.

Robert Yevchak is a financial advisor at Kestra Private Wealth Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors. Outside his primary role, he serves as Senior Vice President and Wealth Manager at Liberty Wealth Solutions, an independent registered investment advisor. Kestra Private Wealth Services, LLC offers 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 provides a range of investment products and specialized services delivered primarily through advisor-managed accounts and various platforms.

Dalyn Love is a financial advisor at Victory Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and 49 Financial. Outside of his advisory role, he is a contracted football coach at a private school. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment strategy based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to build model portfolios tailored by adviser teams.

Coleman Fox is a CFP® professional with two years of industry experience, currently affiliated with HUB Investment Partners, LLC. His prior roles include positions at Millennium Advisory Services, Inc, Virginia Community Capital, and several financial planning firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives.

David Riggenbach is a CFP® professional with 11 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2024, he worked at Edward Jones for nine years. He is also an elected council member for the Village of Whitehouse, Ohio. Kestra Private Wealth Services, LLC 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 both individual and institutional clients with a wide range of investment products and platforms, offering both discretionary and non-discretionary arrangements.

Jacob Weingarten is a financial advisor at 49 Financial based in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory and offers tiered fractional family office services alongside access to third-party managers.

Timothy Myers is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and third-party portfolio management, tailored asset allocation, and performance-based fee arrangements for qualified investors and private funds.

Tyler Pace is a financial advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses and is new to the industry with no prior advisory experience. Outside of advising, he works as a fixed insurance agent and also engages in food delivery driving. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans by offering financial planning, consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy combining various analysis techniques and provides tiered fractional family office services along with access to third-party managers.

Faith Austin is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Baylor University and its Student Athlete Center for Excellence. She is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and employing a disciplined, long-term diversified investment approach rooted in Modern Portfolio Theory.

Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Charles Palmer IV is a CFP® with 22 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2023 after previously working at Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also the owner of Tight Lines Financial Management LLC, involved in receiving and distributing income from Kindred Wealth Partners. 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 wide range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Gilley Jr is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, LLC and is involved with USCA Municipal Advisors LLC, providing municipal financial advisory services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Brooks Palmer is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Root Financial Partners and previously spent time at Dimensional Fund Advisors and Ark Royal Wealth Management. Palmer was also a full-time student for ten years prior to his advisory career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and offers additional services such as educational programming and specialized strategies for clients with complex needs.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Randall Klaiber is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2012 to 2023. Klaiber is also the owner of Tight Lines Financial Management LLC, a separate tax entity. 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. The firm offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements, supported by institutional and operational resources including an affiliated trust company and specialized third-party advisor relationships.

Lynn Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. Her career includes 30 years at Raymond James & Associates and six years at Stifel Nicolaus & Co Inc. She is the owner of Faust Wealth Management, an insurance advisory business, and serves on the Greenville Tech Foundation Investment Board. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and specialized services to individual and institutional clients, supporting both discretionary and non-discretionary arrangements.

Rick Horton is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wealthplan Advisors, where he has worked for 17 years. HUB Investment Partners serves a diverse client base including institutional investors, public entities, businesses, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across multiple asset types and offers a range of portfolio management and consulting services tailored to various client needs.

Cole Pettis is a financial advisor at 49 Financial with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by multiple analytical methods and emphasizes behavioral coaching and portfolio rebalancing.