Kermit Johns is a financial advisor at Hilltop Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Worthpointe, LLC for 10 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Jon Meyer is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at US Capital Wealth Advisors LLC, Profutures, Inc., and Halbert Wealth Management, Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives and offers a variety of advisory and financial planning services.

Mason Vrazel is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Park Avenue Securities, and Guardian Life Insurance Company. He has also been involved with B.B. Graham & Co., Inc. as a registered representative. 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 about 1,074 clients and employs a team of around 30 advisors who deliver personalized portfolio management and tailored planning based on clients’ objectives and risk tolerance.

Brian Lang is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Upside Financial LLC and Upside CFO Services, where he serves as CEO providing tax strategy and operational management. Lang is also CEO of Austin Executive Tax, LLC, focusing on tax planning and preparation. Financial Gravity Family Office Services, LLC offers comprehensive 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 in portfolio construction and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Antonio Tovar is a CFP® professional at Avidian Wealth Solutions with six years of industry experience. He has held positions at Stone Wealth Management, Charles Schwab and Co., Inc., and First Capital Bank of Texas before joining Avidian. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm utilizes a mix of managed model solutions and customized portfolios, actively manages pooled and private funds, and employs third-party sub-advisors and independent managers as part of its investment approach.

Todd Koenig is a financial advisor at Lexaurum Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at AlertMedia and VMware. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for about 2,189 clients through a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, using fundamental, market-trend, and economic-cycle analysis.

Betty Arias is a CFP® credentialed advisor with 37 years of industry experience. She has been with Waterloo Capital since 2018 and previously worked at Raymond James & Associates for five years. Arias is also a partner and advisor with MAM Group LLC dba AMG Wealth Advisors, where she manages client assets. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm emphasizes customized portfolios using fundamental analysis and a long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a broad range of investment tools.

Samantha Kaufman is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Global Retirement Partners, AFS Financial Group, Commonwealth Financial Network, and Equitable Advisors among other firms. Outside of advising, she co-founded Nightmare Graphics, a graphic design business. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes quantitative and qualitative analyses to guide investment decisions.

William Stone is a CFP® professional with 22 years of experience in financial advising. He has worked at Stone Asset Management, Inc. for 19 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm combines managed model solutions with customized portfolios and engages in sub-advisory roles, while also actively managing pooled and private funds.

Suzanne Meek Pittman is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding the Series 66 designation with 13 years of industry experience. She has been with Hilltop Securities since 2016. Outside of her advisory role, she has an inherited oil and gas lease in Reeves County that generates passive income. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform with both adviser-managed and model-based strategies.

Tyler Cox is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He has been with HUB Investment Partners since 2024. Prior to his advisory role, his background includes positions at Camp Peniel, Heb, and the University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory solutions through both proprietary and third-party platforms.

Jeffrey Churba is a CFP® with 31 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes a decade at Putnam Investments and recent roles at Raymond James Financial Services and Santamaria Wealth Group. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed models with customized portfolios, using technical and cyclical analysis to align investments with client goals, and offers a range of advisory services through both in-house and third-party platforms.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. Outside of his advisory work, Baker serves as head coach and offensive coordinator for a youth lacrosse team in Austin, TX. 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 employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Thomas Brown is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Waverly Advisors in 2023, he worked at Silicon Hills Wealth Management for 11 years. Outside of advising, he is the managing member of Silicon Hills Technologies, LLC, a software development business where he provides part-time strategic consulting. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

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 with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, SALI Fund Services, and Lion Street Financial. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm managing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to private funds, with a focus on combining internal management, third-party models, and tailored asset allocation.

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.