Rachel Hurley is a CFP® professional with eight years of experience in financial advising, currently with Per Stirling Capital Management, LLC in Austin, TX. She has been with the firm since 2015. 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, providing discretionary investment management and comprehensive financial planning using a multi-advisor team approach.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Robert Barre is a financial advisor at Victory Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Equitable Advisors, AXA Advisors, and Fidelity Investments. Outside of his advisory role, he generates insurance leads for Victory Insurance, an independent property and casualty agency. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios tailored to client needs.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at MicroVenture Marketplace, Inc. for five years and Charles Schwab & Co., Inc. for two years. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized services for banking and municipal clients.

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Annette Findling is a CFP®-certified financial advisor at HighPoint Planning Partners with 33 years of industry experience. She has been affiliated with LPL Financial, LLC since 2013 and HighPoint Advisor Group, LLC since 2012. Outside of her advisory role, she is involved with Rich Women Rock as a speaker and blogger. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis and various investment vehicles, while utilizing multiple third-party and LPL-sponsored platforms.

Christopher Gleason is a financial advisor at Victory Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Daybreak Inc. Gleason also serves as a consultant for American Incentive Advisors, providing tax planning strategies for business owners. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

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.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive 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 and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Clinton McCalla is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Wedmont Private Capital. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, and Fisher Investments. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, advising on educational policies. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive, modern portfolio theory-based approach with diversified, asset-class-weighted portfolios using low-cost index funds and incorporates outside managers and specialized strategies for qualified clients.

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.