Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. 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, offering discretionary investment management and comprehensive financial planning. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at Intrust Bank for 10 years and LPL Financial for 7 years. HUB Investment Partners serves a wide range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm uses a combination of active and passive investment strategies and employs quantitative and qualitative manager screening in its investment process.

Alp Atabek is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with AFS Financial Group and Commonwealth Financial Network. He is also a part owner of MoneyNav, LLC, a company focused on software development for retirement plan sponsors and participants. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized advisory services. The firm employs a combination of active and passive investment strategies and provides dedicated solutions for banking and municipal clients.

Clifford Mctee III is a CFP® professional with 40 years of experience in financial advisory roles. He currently serves at Arax Advisory Partners and has held previous positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of financial advising, he is a general contractor and owner of Ford Build LLC and serves as an arbitrator for FINRA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including portfolio management, financial planning, and retirement consulting, employing both internal and external asset management strategies.

Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at UBS Financial Services and Riverstone Wealth Management before joining Kovack Advisors in 2013. Kovack Advisors is a multi-team registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported platform to deliver portfolio management and financial planning services through a combination of internally created models and third-party managers.

Kelly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently with Arax Advisory Partners since 2026. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, Cooper provides fixed insurance solutions to clients as an agent. 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 utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and carried-interest structures.

Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside services such as tax preparation, real estate consulting, and family office administrative support.

Blake Mctee is a Series 66 licensed financial advisor with six years of industry experience, currently with Arax Advisory Partners. His background includes roles at USCA Securities LLC, U.S. Capital Wealth Advisors, LLC, Wells Fargo Clearing Services LLC, and service in the U.S. Air Force. He is also a flight commander and special warfare officer with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation to meet client objectives, employing a variety of fee structures including performance-based arrangements for certain qualified investors.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Ransom Adams is a CFP® with 18 years of industry experience and currently serves as an advisor at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, and held multiple roles at USAA from 2009 to 2018. Outside of his advisory work, Mr. Adams sells fixed insurance approximately 10 hours per month. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing roughly $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that integrate internal management, third-party models, and tailored asset allocation.

Noe Lopez is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, JPMorgan Securities, and First Command Advisory Services. 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 in assets for about 1,074 clients, using a team-based approach and proprietary model portfolios tailored to clients’ objectives and risk tolerance.

Robert Huddleston is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Morgan Stanley, and E*TRADE Capital Management. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of services including portfolio management, retirement planning, and specialized consulting for banking and municipal clients.

Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services tailored to banking and municipal clients.

Deanna Austin is a CFP® professional with two years of experience at Per Stirling Capital Management, LLC. She previously worked at Ark Financial and held a position at Texas Tech University. Per Stirling Capital Management, LLC offers 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, utilizing a team-based approach and proprietary model portfolios.

Wesley Gallup is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing 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 integrates quantitative and qualitative manager screening in its process.

Matthew Anderson is a financial advisor with Per Stirling Capital Management, LLC, holding CFP® and Series 66 credentials and 19 years of industry experience. He has worked at B.B. Graham & Company, Inc. and Securities America Inc, among other firms. Outside of his advisory work, Anderson owns and operates a livestock ranching business. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to construct discretionary portfolios tailored to various investment objectives.