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.

Isabelle Hadel is a Series 65-licensed advisor with 49 Financial in Austin, TX. She joined the firm in 2026 and has prior work experience in construction, hospitality, and food service. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, applying a disciplined, long-term diversified asset allocation approach through proprietary and platform 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.

Bridget Tetak is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having previously spent nine years with Bank of America and Merrill. Tetak serves on the boards of Transitions, Inc., a domestic violence shelter, and Bethesda Care System, a healthcare organization, and chairs a committee for the Zanesville Kiwanis Club. 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 and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to both in-house and third-party solutions.

John Vanneman is a CFP® professional with 17 years of industry experience, currently serving at HUB Investment Partners, LLC. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He holds Series 63 and Series 65 licenses. HUB Investment Partners serves a diverse client base, including institutional and individual clients 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 across various asset types and offers specialized services for banking and thrift clients, supported by both quantitative and qualitative portfolio management techniques.

Ashley Ament is a financial advisor at Kestra Private Wealth Services, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill Lynch Bank of America. Outside of her advisor role, she is a co-founder and owner of Ascend Private Wealth Management, a wealth management business based in Scottsdale, AZ. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of advisory, financial planning, and retirement services with access to both in-house and third-party managed solutions.

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® with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2021. Prior to that, he worked at Astoria Strategic Wealth for three years and Bell Wealth Management for four years. He also serves in the U.S. Army Reserve, a role he has held since 2011. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion across 135 advisors. The firm serves high-net-worth individuals, families, and institutional clients with wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, employing long-term investment strategies with a variety of asset types.

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 at Financial Gravity Family Office Services, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Forta Financial Group, Inc. He is also the managing member of TST Accounting LLC, a CPA firm, and serves as CEO of New Day Tax Resolution, Inc. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars 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 frequently utilizes third-party sub-advisors and model portfolios.

John Ritter is a financial advisor at BlueSpring Wealth Management, LLC in Austin, TX, holding a Series 65 designation and having one year of industry experience. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Westpoint Financial Group. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized strategies, including custom option overlays and independent manager recommendations.

James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. 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 and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Robert Searle III is a CFP® professional with 11 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His career includes roles at Citizens Securities, Inc., CITIZENS Bank, and Santander Securities LLC. He is also the managing partner of Northeast Investment Group, where he provides financial planning and investment management services. Kestra Private Wealth Services, LLC serves a diverse client base, including individual and institutional clients, offering advisor-managed portfolios, financial planning, and specialized programs such as retirement plans and private fund placement. The firm utilizes both discretionary and non-discretionary investment approaches across multiple platforms.

Daniel Tapia is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Kintra Wealth, LLC and has previously worked at Rembrandt Financial Group LLC and LPL Financial, LLC. Outside of his advisory role, Tapia is involved in several business ventures including co-ownership of real estate rental properties and ownership of a car and scooter rental business in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment approach integrated with planning to optimize tax efficiency and provides specialized services such as business exit planning and sub-advisory for public ETFs.

Chad Perry is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Level Four Advisory Services, and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance services and tax preparation activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and third-party sub-advisers.