Blake Mctee is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 66 designation and has previously worked with USCA Securities LLC, U.S. Capital Wealth Advisors, and Wells Fargo Clearing Services. In addition to his advisory roles, he serves as a flight commander with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management services that combine internal management with third-party models and tailored asset allocation.

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 eight years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2019. His prior experience includes roles at Gallup Wealth Consulting, LLC, Austin Wealth Management, LLC, and Checchi Capital Advisers, LLC. He is also 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 wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that integrates third-party managers and proprietary strategies across a range of traditional and alternative asset classes.

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.

Scott Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Forta Financial Group, Presidential Brokerage Inc, and Eqis Holding, Inc. Outside of advisory work, Winters serves as CEO and board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment company. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios as part of its investment approach.

Hunter Coleman is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Raymond James and Associates and the Louisiana Public Service Commission. Outside of advising, he serves as Board Treasurer for the Austin-based nonprofit aGliff, is a board member of the Columbia Alumni Association of Austin, and is involved in creative and entrepreneurial ventures including a photography and design studio and a candle-making business. Hilltop Securities serves individual and institutional clients with investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services through an open-architecture platform that includes third-party and firm-sponsored investment strategies.

Mark Herman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Astoria Strategic Wealth and Bell Wealth Management. He has also served in the U.S. Army Reserve since 2011. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies and offers a range of service models, including financial planning and consulting engagements.

Nathan Trenholm is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at B B Graham & Company since 2017 and Whittier Trust Company from 2016 to 2017. 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 manages approximately $1.566 billion in assets using fundamental, technical, and statistical investment analysis.

Julia Rasell is a Series 66 credentialed advisor at HUB Investment Partners, LLC with three years of industry experience. She has held roles at HUB International Great Plains LLC and M Holdings Securities, Inc. since 2015. Rasell serves on the board of the Bekins Foundation, a charitable organization involved in reviewing and determining donation recipients. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes a combination of active and passive investment strategies across various asset classes and employs both quantitative and qualitative methods in manager selection and portfolio reviews.

Olivia Demissie is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at HUB Investment Partners since 2023 and previously at Afs Financial Group, LLC since 2012. Olivia maintains a real estate license outside of her advisory role. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and institutional clients, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, corporate pension plans, 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 objectives.

Timothy Terry is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 designation and six years of industry experience. He previously worked at Forta Financial Group, Inc. and is also the managing member of TST Accounting LLC, a CPA firm. In addition to his advisory role, he serves as CEO of New Day Tax Resolution, INC, providing tax resolution services. Financial Gravity Family Office Services 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 to construct diversified portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Nathan Serven is a financial advisor at Eversource Wealth Advisors, LLC in Austin, TX, with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Eversource in 2026, he worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services for nine years and at Metlife Securities Inc. for two years. Outside of his advisory role, he owns Serven Consulting, LLC, where he advises business owners on strategies to increase the value of their businesses in preparation for exit. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a comprehensive investor profiling process.