David Jones II is a CFP® and Series 66-licensed advisor at Bailard, Inc. in Austin, TX, with seven years of industry experience. Prior to joining Bailard in 2020, he worked at the University of Texas at Austin, was self-employed, and held roles at Bank of America and Merrill. He is the founder of EstateGuidePro LLC, an educational venture focused on wealth transfer topics such as estate planning and philanthropy. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset investment approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options for interested clients.

Christopher Guzman is a financial advisor with HUB Investment Partners, LLC in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Advisors, Merrill, Bank of America, and Morgan Stanley. 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 and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Terence Taylor is a financial advisor at Transce3nd LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Madison Avenue Securities, Kalos Capital, and National Planning Corporation. In addition to his advisory role, he is a senior partner at e3 Wealth, where he solicits and sells insurance and fixed annuity products, and is a member of a private investment group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutional clients, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers through AE Wealth Management’s platform.

Grayson Downs is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked in the automotive industry and at Texas A&M University. Outside of his advisory role, he is also a licensed insurance agent. 49 Financial serves a diverse client base, including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios.

William Newbould is a CFP®-designated financial advisor at Cary Street Partners with 32 years of industry experience. He has been with Cary Street Partners since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse clientele, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of investment strategies.

Garren Decker is a financial advisor at Kestra Private Wealth Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 14 years. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of a home inspection business and a tax-related entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services while supporting advisor decision-making with access to multiple platforms and third-party solutions.

Mary Grace Cooper is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a health coach and nutritionist with Whole & Equal Co., a health and wellness company. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified approach grounded in Modern Portfolio Theory and uses model-based strategies with oversight of allocations and manager performance.

Samantha Owens is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for four years. Owens serves as Vice President of the Class of 2015 at Groesbeck High School and helps plan and organize reunions. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and manages approximately $1.4 billion through a multi-team adviser structure.

Caleb Delzell is a Series 65-licensed advisor with 0 years of industry experience, currently with 49 Financial in Austin, TX. His prior experience includes roles at TPC Deere Run and First Wealth Financial Group, as well as time spent as a student. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, employing a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory.

John Chatmas Jr. is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Waterloo Capital since 2011 and also worked at Intelligent Wealth Solutions from 2019 to the present. Waterloo Capital is an SEC-registered multi-team advisory firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm specializes in customized portfolio management using fundamental analysis and a primarily long-term, buy-and-hold strategy, supported by a variety of investment tools and integrated cash and lending solutions.

Vito D'angelo is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Hilltop Securities since 2016. Outside of his advisory role, he owns a small plant sales business called Vito's Garden. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, execution, custody, investment advisory, and retirement-plan consulting services. The firm employs an open-architecture investment platform and offers a range of portfolio management programs, including adviser-managed and model-based strategies, with $2.25 billion in assets under management.

Michael Voltin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. His prior roles include positions at Bank of America and Merrill from 2018 to 2024, as well as Axa Advisors from 2013 to 2018. Outside of his advisory work, he serves on the board of CoSource, Inc., a for-profit S corporation based in Dallas. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Michelle Varner is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase Bank, Cetera Investment Services, and First Fidelity Bank. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management, retirement planning, and advisory services that utilize both active and passive investment strategies across multiple asset classes.

David Combs is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory, planning, and retirement services, supporting advisor-managed accounts with access to multiple platforms and both in-house and third-party investment solutions.

Klinton Kennedy 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 Edward Jones for 14 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Catalyst Retirement Solutions, providing retirement planning and insurance consultation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.

Lauren Davis is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC, having joined in 2023 after 22 years at Edward Jones. Outside of her advisory role, she is a member of Hemo Muah, LLC, an entity managing her DBA for tax purposes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors. The firm serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering a range of services such as discretionary and non-discretionary accounts, financial planning, and retirement plan services.

David Hua is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at National Securities Corporation for 12 years before joining Arete Wealth Management LLC in 2022. Outside of his advisory role, Hua is a restaurant investor through SOM BO LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular monitoring.

June Pinkney is a Series 65 licensed financial advisor with HUB Investment Partners, LLC, based in Austin, TX, and has two years of industry experience. Prior to joining HUB Investment Partners, she worked in consulting and sales roles, including at Beyond Branding Consulting and Mary Kay. 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 integrates active and passive investment strategies and employs quantitative and qualitative manager evaluation.

Gay Thompson is a CFP® and holds a Series 66 license with 16 years of industry experience. She is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc., where she has worked since 2018. Thompson also manages a non-investment-related business as a managing member of GM Northwest Holdings, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment approach that integrates fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to a range of objectives, offering comprehensive financial planning and consulting services.

Rhonda Harwell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked for Edward Jones from 2013 to 2025. Outside of her advisory role, she is a registered associate with Inspired Wealth Planning in Griffin, GA, and is also a commissioned notary. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory, planning, and retirement services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party managed solutions.