Chase Abshier is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 65 designation with eight years of industry experience. Prior to joining Arax in 2026, he worked at US Capital Wealth Advisors LLC for eight years. His background also includes roles at Texas A&M Aquatics and Texas A&M University. 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 a range of advisory and portfolio management services through a combination of internal management and third-party strategies.

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 ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 2021. His prior experience includes nine years at Lincoln Investment and over three decades at Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, a business engaged in estate planning and insurance product recommendations. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, including prior roles at Intrust Bank and LPL Financial. 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 blend of active and passive investment strategies and provides services through platforms such as HUB Advisor Connect and FinPath.

Alp Atabek is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network for 25 years and has been involved with AFS Financial Group, LLC and his own entity, Alp A. Atabek, LLC, for over a decade. Outside of advisory work, he is a part owner of MoneyNav, LLC, a company that develops software for retirement plan sponsors and participants. HUB Investment Partners provides investment management and retirement 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 allocations and uses technical and cyclical analysis to align investments with client objectives and risk tolerances, offering a range of portfolio management and advisory solutions.

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 and holds the Series 66 designation. His prior experience includes roles at Plains Capital Bank and several academic institutions. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, and corporations, utilizing both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

Jason Buckley is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Kestra in 2022. Outside of his advisory role, he serves as Vice President of the Board for Mitchell Road Sports Club and is a partner and Director of Client Experience at Provista Wealth Advisors, where he assists clients with financial planning and investment strategy. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Keith Brandt is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked with Kestra and its affiliated entities since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch, where he raises and sells hay and cattle. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing selection within an approved product menu.

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.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has one year of industry experience, including roles as a Junior Investment Analyst at both Waterloo Capital and Intelligent Wealth Solutions. Prior to his advisory career, he worked in various positions across different industries. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities with a minimum account size of $1 million. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios, comprehensive financial planning, and access to third-party sub-advisers using a primarily long-term, fundamental investment approach.

David Farrell is an investment advisor representative at 49 Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Inc., AXA Advisors LLC, and Thrivent Advisor Network, LLC. In addition to his advisory role, he is also licensed as an insurance agent and conducts insurance sales as a separate business activity. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

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.

Grant Withers is a financial advisor at Kestra Private Wealth Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. He is based in Austin, TX. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a broad range of investment products and specialized offerings, including annuity subaccount management and 529 plan services.

John Ritter is a CFP® professional with 23 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior work includes roles at Kestra Financial Inc. and as principal of Ritter Daniher Financial Advisory, LLC for over two decades. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process using its proprietary Sojourn™ application and provides specialized services such as custom option overlays and hedging strategies for concentrated positions.

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.

James Henry is a financial advisor with 5 years of industry experience, currently associated with 49 Financial. He holds Series 63 and Series 66 licenses and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and supports its advisory process with an investment committee and behavioral coaching.

Theodore Horowitz is a CFP® certified financial advisor with over 30 years of industry experience. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC and has previously held roles at Ameriprise Financial Services, Morgan Stanley, and UBS Financial Services. He is also the managing partner of Bull and Bear Wealth Management, an independent advisory firm operating through Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and nearly 20,000 client relationships.