Girish Navare is a CFA® charterholder and financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Outside of his primary advisory work, he serves as Director of Investment Strategies at Eagle Harbor Advisors, focusing on portfolio management and investment due diligence, and is involved with Eagle Harbor Insurance, offering fixed insurance solutions. 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 broad range of assets and offers diverse investment products and specialized services while overseeing advisor recommendations within an approved platform.

Bradley Slater is a financial advisor at Arax Advisory Partners based in Austin, TX, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Lion Street Financial, SALI Fund Services, and U.S. Capital Wealth Advisors. 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 employs a fiduciary approach using in-house portfolio teams, independent managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

Joshua Huard is a financial advisor with Transce3nd LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Kalos Management, Kalos Capital, National Planning Corporation, and APU Partners, where he has also engaged in case design, client services, and insurance and fixed annuity sales. He is a minority owner and Investment Advisor Representative at Transce3nd and serves as a case design and operations specialist for related entities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm utilizes a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, implementing portfolios primarily through third-party models and money managers.

Kristopher Blasl is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at 49 Wealth Management LLC, Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of advising, he is the owner of Wurst Friends, LLC, a short-term real estate rental business. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently utilizes third-party sub-advisors and model portfolios.

Jack Bunter is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at The University of Nebraska Foundation and Freedom Clad Financial. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Morgan Ostos is a financial advisor at Robertson Stephens with a Series 65 designation. He has one year of advisory experience and previously worked five years at PricewaterhouseCoopers. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm manages $8.76 billion in assets and offers discretionary and non-discretionary portfolio management, investment consulting, and planning services including tax and estate planning.

Scott Hendrix is a financial advisor at Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Calton in 2019, he worked at SPC and Sigma Financial Corporation. Outside of his advisory role, he leads a local business networking group, Network In Action of Central Texas, and serves as a director for the Austin Founder Lions Club, a nonprofit organization. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches, operating as both a registered investment adviser and a broker-dealer.

Lisa Hutter is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 license and has worked previously at firms including Morgan Stanley and Comerica Securities. Outside of her advisory role, she is president-elect of Congregation Agudas Achim and is involved in a commercial real estate business tied to a CrossFit gym. Legacy Wealth Management serves individual, charitable, and business clients by offering discretionary and non-discretionary portfolio management, financial planning, and related services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerances.

Brock Martin is a financial advisor at 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory career, he is involved as a shareholder and ranch owner with Eagle Ranch Coke County LLC. 49 Financial serves a diverse clientele including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning and investment management services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.

Daniel Paschke is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Equitable Advisors from 2015 to 2023 and joined Victory Financial and Purshe Kaplan Sterling Investments in 2023. Outside of his advisory role, he serves as a board member for A Taste of South Lake, where he assists in procuring event sponsorships. 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 approach based on Modern Portfolio Theory, emphasizing model portfolios with mutual funds and ETFs, and provides a range of financial planning, investment management, and ERISA plan services.

William Nichols is a financial advisor at Victory Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Equitable Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the owner of Wurst Friends, LLC, a short-term rental business in Fredericksburg, TX. 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 approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to create customized model portfolios.

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 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, Wells Fargo Clearing, and Citigroup Global Markets. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, private fund advisory, and a wrap fee program, utilizing a mix of in-house teams, external managers, traditional and alternative investments, and AI-supported research.