Robert Dahse is a CFP® with 23 years of experience in financial advising. He is currently with Victory Financial and previously worked at Dahse Financial Group, ISC Advisors, Institutional Securities Corp, and Team Financial Group. Outside of his advisory work, he referees youth soccer matches. Victory Financial Group serves a diverse client base including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using Modern Portfolio Theory principles and conducts detailed portfolio reviews and rebalancing to manage wealth.

Ciara Hanratty is a CFP® with 13 years of industry experience, currently affiliated with HUB Investment Partners, LLC. She has held roles at Global Retirement Partners, LLC and HUB International since 2022, and previously worked at Wealthplan Advisors from 2011 to 2023. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized solutions for banking and municipal clients.

Andrew Wilson is a Series 65 licensed financial advisor at 49 Financial in Austin, TX, with one year of industry experience. Prior to joining 49 Financial, he held roles at ADP and Texas Christian University’s Sales Center. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and provides tiered fractional family office services alongside access to third-party managers.

John Walker Smith is a financial advisor at 49 Financial in Austin, Texas, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at the University of Mississippi and Bowie High School. Outside of his advisory role, he works as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm’s approach combines diversified asset allocation with fundamental, cyclical, technical, and behavioral analysis, and it provides tiered fractional family office services alongside access to third-party managers.

Ashley Giles is a CFP® and holds a Series 66 license, with 11 years of industry experience. She currently works at Arax Advisory Partners and previously held roles at U.S. Capital Wealth Advisors, USCA Securities LLC, USCA RIA LLC, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house portfolio teams, external managers, model portfolios, and both traditional and alternative investments.

Antonio Kitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he worked for 14 years at Millennium Advisory Services. HUB Investment Partners serves a diverse client base that includes institutional and individual investors such as corporate pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive strategies across multiple asset classes and offers specialized services for banking and municipal clients alongside a range of portfolio management and financial planning solutions.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, previously spending eight years at Riverstone Wealth Management. He serves as an unpaid board member for TEACH TRANSFORM, Inc., his wife's educational publishing and consulting business, providing business advice and occasional coaching. Cary Street Partners offers 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, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Nicholas Riotto is a CFP® professional with four years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM Holdings LLC, an online retail business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services.

Lawrence Najvar Jr. is a financial advisor at Aegis Capital Corp. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously spent 28 years at Edward D. Jones & Co., L.P. before joining Aegis Capital Corp. in 2024. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Paul Smith is a CFP® and ChFC® with 18 years of industry experience. He has worked at Advisory Services Network since 2019 and previously held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he has been involved in acting and modeling since 2011 and is the managing member of PRS Tax Advisors LLC. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Jeremy Wood is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Kestra and affiliated firms since 2019 and has been involved with Parkland Securities since 2014. Outside of his advisory role, he is a licensed insurance agent writing life and disability insurance policies and is a managing partner in related investment advisory and insurance businesses. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, supporting discretionary and non-discretionary arrangements across approximately 208 advisors and nearly 20,000 client relationships.

Daniel Driver is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at TCG Advisors, LP and Ameriprise Financial Services, Inc. He is also a founding member of Driver Adams Capital LLC in Austin, Texas. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis to align investments with client objectives.

Charles Smith is a CFP® with 20 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. His prior work includes roles at Wells Fargo Clearing, Principal Financial Services, Equitable Advisors, and Ameriprise. Outside of advising, he owns an RV rental business where he manages trailer preparation and renter education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages a broad range of investment products and offers specialized services including advisor-managed accounts, third-party manager platforms, and wrap programs.

Spencer Engelke is a CFP® professional with five years of experience in financial advising, currently with Range Advisory, LLC. His prior roles include positions at The Retirement Planning Group and Parrott Wealth Management, as well as experience with Austin Christian Fellowship and work in the office of a U.S. Representative. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes its own model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Dennis Laughlin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2019 before joining Kestra in 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, where he advises on budgeting and financial matters. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a broad range of investment products and platforms.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Kestra Private Wealth Services and Kestra Investment Services since 2014 and has been affiliated with Washington Wealth Management, LLC since 2012. Kestra Private Wealth Services 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 broad range of investment products and specialized services within a regulated framework.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at First Command Brokerage Services, Inc. and Mutual of Omaha Insurance Company. Aulet is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and collaborates with third-party managers, serving a broad client base including both non‑high-net-worth and high-net-worth clients.

Tobith Mckenzie is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at PNC Investments and Comerica Securities, Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of investment solutions through an open-architecture platform and manages approximately $2.25 billion in assets.

Jared Toren is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Proper Wealth Management, UBS Financial Services, Credit Suisse Securities, and Morgan Stanley. Outside of advisory work, he is an independent insurance agent and also manages a small business consulting venture focused on marketing and networking strategies. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors and $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, businesses, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Apollon combines centralized strategy mandates with locally managed portfolios and employs a diverse investment process incorporating ESG risk models, tax management, and technology tools including generative AI.