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.

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.

Bridget Tetak is a CFP® and holds a Series 66 designation with 11 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 after nine years at Bank of America and Merrill. Outside of her advisory role, she serves on the boards of TRANSITIONS, INC., a domestic violence shelter, and Bethesda Care System, and chairs a committee for the Zanesville Kiwanis Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and utilizes various platforms and specialized services while overseeing advisor recommendations within its approved menu.

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.

Ashley Ament is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2025, she spent 15 years with Bank of America and Merrill Lynch. She is a co-founder and owner of Ascend Private Wealth Management, a wealth management business. Kestra Private Wealth Services 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.

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 an Investment Advisor Representative at Financial Gravity Family Office Services, LLC with 16 years of industry experience. He has previously worked with firms including Eqis Holding, Inc. and Forta Financial Group, Inc. Winters is the CEO and a board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment business. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis and often utilizes sub-advisors and model portfolios, including affiliated asset management entities.

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® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2021 and previously worked at Astoria Strategic Wealth and Bell Wealth Management. He also serves in the U.S. Army Reserve, where he has been active since 2011. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, personalized financial planning, and investment management services. The firm employs a "total picture" approach that integrates various aspects of financial planning and offers a diverse range of investment options, managing accounts primarily on a discretionary basis.

Nathan Trenholm is an advisor at Per Stirling Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at B B Graham & Company and Whittier Trust Company. Per Stirling Capital Management, LLC 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 across roughly 1,074 clients and employs a team of about 30 advisors to deliver tailored portfolio management and planning.