Bradley Mayer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Benchmark Investments, H Beck Inc., and Ameriprise. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm’s investment approach includes an open-architecture platform that leverages third-party managers and integrates insurance-related account management alongside advisory and institutional consulting services.

Frederik Arroyave is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, RBC Capital Markets, and AIG. He is also involved with HUB International in a licensed administrative capacity. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering a range of investment management and retirement planning services. The firm employs a combination of active and passive strategies across multiple asset classes and provides specialized services to banking and municipal clients.

Lola Rangel is a financial advisor at Savvy with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Savvy in 2026, she was with Voya Financial Advisors and has experience in educational roles at The University of Texas at Austin and The University of Texas at San Antonio. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm utilizes third-party sub-advisers and technology platforms and offers integrated tax preparation and estate-planning support.

Justin Mendez is a CFP® with nine years of experience, currently serving as a financial advisor at Northern Trust Securities, Inc. since 2017. Prior to this, he worked at Northern Trust Bank from 2016 to 2017. Outside of his advisory role, he owns rental property but this activity is passive and unrelated to his investment work. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Jeremy Munden is a financial advisor with Midwestern Securities Trading Company, LLC based in Round Rock, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes roles at First National Bank Texas and a position at Iowa Central Community College. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management platforms.

Katherine Foster is a Series 65-licensed advisor at Arax Advisory Partners with approximately three years of experience, including roles at U.S. Capital Wealth and prior positions in educational institutions. Arax Advisory Partners serves a diverse client base ranging from individuals and high-net-worth clients to family offices and institutions, offering comprehensive wealth management and advisory services. The firm employs a fiduciary approach with a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

John Pesce is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Fairway Asset Management, LLC and TCG Holdings LP, where he served for over three decades. He serves on the advisory board for the Foundation 99 conference and is a board member of Care Solace, a mental health platform. HUB Investment Partners provides investment management and retirement planning 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 integrated advisory and consulting services through affiliated entities.

Ryan Jacobs is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has seven years of industry experience. Prior to joining HUB in 2024, he worked at Millennium Advisory Services, Inc. for eight years and has additional experience in retail management. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized strategies and utilizes a variety of platforms and third-party managers to meet client objectives.

Jon Toerner is a financial advisor at Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Stifel, Fidelity Investments, Thrivent Financial, and Amberton University. Victory Financial Group serves a diverse range of clients, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad range of institutional and individual clients, 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 both internal and third-party asset managers.

Cristhian Gonzales is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has been with TCG Advisors, LLC, a HUB International company, since 2019. Gonzales’s prior work includes roles related to education and involvement with the University of Texas. 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 strategies and employs technical and cyclical analysis to align investments with client goals.

Garrett Pittman is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63, Series 66, and Series 65 credentials and eight years of industry experience. He previously worked at Gallagher Fiduciary Advisors, Kestra Advisory Services, TCG Advisory Services, TCG Advisors, and Merrill. He participates on the Nationwide Consultant Advisory Council, providing feedback and insight on industry trends. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and high-net-worth individuals, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies across various security types and maintains specialized service lines for banking and municipal clients.

John Szugyi is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial in 2023, he worked at firms including Equitable Advisors, AXA Advisors, and TD Ameritrade. Outside of his advisory work, he serves as Technical Director and Youth Pastor at Red Rocks Church Austin. 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 various analyses, offering tailored portfolios and a range of financial planning and fiduciary services.

Javier Larrea is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Riverstone Insurance Agency, and Prudential Equity Group. 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 utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Brian Libby is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 credential and nine years of industry experience. Prior to joining HUB, he spent nine years at The Vanguard Group and has also operated as a self-employed advisor. Outside of his advisory work, he creates content on YouTube and owns a home and auto cleaning service. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 engages in quantitative and qualitative manager screening to guide investment decisions.

Galen Gabourel is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Per Stirling since 2014. Outside of advisory work, he is the owner of a vending machine business. 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, utilizing a team of roughly 30 advisors and employing a combination of fundamental, technical, and statistical investment analysis methods.

John Osullivan is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been associated with Per Stirling Capital Management since 2009 and also works with B.B. Graham & Co., Inc. Outside of his advisory role, Osullivan manages commercial real estate entities in Austin, TX. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and financial planning services.

Jocelyn White is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. She previously worked at the Teacher Retirement System of Texas and has a background that includes roles in education and nonprofit sectors. Outside of finance, she is the owner and director of a creative services business focused on musical performance and fine art creation. 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 employs a team of about 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach.

Ana Romero is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at U.S. Capital Wealth Advisors, Business Financial Group, Commonwealth Financial Network, Legacy One Financial Advisors, Purshe Kaplan Sterling Investments, and Austin Financial Partners. In addition to advisory work, she has engaged in fixed insurance sales as an agent. 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, comprehensive financial planning, retirement plan consulting, private fund advisory, and sponsored wrap fee programs, employing both in-house teams and independent managers with a mix of traditional and alternative investments.