Kelly Cooper is a CFP® with 13 years of industry experience currently advising at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he also provides fixed insurance solutions to clients and manages family assets as a limited partner in a private investment entity. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house teams, external managers, and a blend of traditional and alternative investments, and it supports its offerings with AI tools and third-party analytics.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He began his career in the financial industry in 2025 after completing a decade of education and has previously worked at Siemens, MedVet, and Sherman Williams. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolios, utilizing fundamental analysis and offering both discretionary and non-discretionary services.

David Farrell is an investment advisor representative with 11 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He has held roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is also licensed as an insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach, utilizes proprietary and third-party model portfolios, and provides tiered fractional family office services.

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 financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously served in the United States Air Force and is currently a flight commander and special warfare officer with the Texas Air National Guard. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

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.

Chad Rixse is a financial advisor with Forefront Wealth Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Calton & Associates and Wells Fargo Advisors. In addition to his advisory work, he is involved with Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services. Forefront Wealth Partners is a team-based firm serving individuals, business owners, and corporate clients with discretionary investment management, financial planning, and estate coordination. The firm uses customized portfolios aligned with client-specific policies and integrates related businesses such as tax and insurance services within a multi-advisor structure.

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.

Ransom Adams is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at U.S. Capital Wealth Advisors, LLC, and USAA Investment Management Company. Outside of advisory services, he spends time as an agent selling fixed insurance. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, using both in-house teams and external managers with a blend of traditional and alternative investments.

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.

Micah Medellin is a financial advisor at Transce3nd LLC (marketed as e3 Wealth) with two years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities and Texas State University. Outside of advising, he works as a driver for Uber. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, charitable organizations, and institutions. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers, offering a range of investment management and consulting services.

Michele Daniher is a CFP® with 10 years of experience in financial advisory. She is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans through discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process includes a customized policy developed with clients, combining various securities and specialized strategies, and it offers institutional retirement plan services and trustee options through an affiliated trust company.

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 nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is 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 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 through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.