Jessie Timmins is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation to meet client objectives while offering a wide range of advisory and financial planning services.

Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he participates as a flag runner during Dallas Cowboys home games. 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, retirement-plan consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Amber Bell is a financial advisor at Per Stirling Capital Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Per Stirling Capital Management since 2017, with additional experience at Bb Graham & Company, Inc. Amber is also a registered representative at Bb Graham & Company, Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that combines fundamental, technical, cyclical, and statistical analysis to construct client portfolios.

Philip Hecker is a financial advisor with HUB Investment Partners, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at several firms including Global Retirement Partners, LPL Financial, and MassMutual. Hecker provides administrative support to Global Retirement Partners, an independent investment advisory firm. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

William Alexander is a financial advisor with Transce3nd LLC, holding a Series 65 credential and bringing 17 years of industry experience. He previously worked at Brookstone Capital Management before joining Transce3nd in 2022 and is also a half-owner of Alexander Financial Management, an entity involved in annuity sales and investment advisory bookkeeping. Additionally, he is a licensed insurance agent for life, health, and long-term disability products. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and retirement plans, offering both discretionary and non-discretionary investment management alongside financial and retirement planning services. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and often implements portfolios through third-party model and money managers.

Ryan Robaugh is a CFP® with 13 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior roles include positions at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and provides access to independent managers and private placement opportunities for accredited investors.

Bradley Phillips is a CFP® certificant with nine years of experience in the financial services industry. He is currently with The Mather Group, LLC, where he has worked since 2020. Prior to that, he was with Barnett Financial for four years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

John Wright is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds a Series 66 designation and has worked previously at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of advisory work, he is a licensed insurance producer in life, health, and disability insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting fee negotiation and third-party service platforms.

Madeline Blok is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license with one year of industry experience. Prior to joining 49 Financial, she worked for the University of Texas Recreational Sports for four years. Blok is also registered as a fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a long-term, diversified asset allocation strategy based on a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Millennium Advisory Services and Fidelity Investments. His background also includes roles in education with Chesterfield County Public Schools and Longwood University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and employs both technical and cyclical analysis in its investment process.

Clellan Hyatt is a financial advisor with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of finance, he is a partner in business management firms serving musicians and artists and serves as treasurer on the board of the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process utilizing multiple analysis methods and third-party platforms, and operates affiliated insurance and tax entities within a multi-team structure.

Danielle Dykes is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. She holds the Series 65 designation and previously worked at Millennium Advisory Services, Inc. for 14 years. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Robert Thompson is a financial advisor with PFG Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Bank of America, Merrill, and Brighton Jones. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach incorporates firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Harrison Mac Donald is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked briefly at RBC Wealth Management and Core Spaces. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, institutions, and municipalities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Griffin Kent is a financial advisor at Mission Wealth Management, LP with three years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and held roles at The University of Texas at Austin and TIAA Financial Services. Mission Wealth Management is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services, utilizing a tiered service model and emphasizing long-term investment strategies that include alternative investments and third-party sub-advisors.

Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc., holding a Series 65 designation with nine years of industry experience. He previously worked at Blue Duck Wealth Management and Solomon Group Financial Services LLC. Outside of advising, he serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, tailoring recommendations based on client interviews and risk assessments.

Roy Smith III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2024, he spent 16 years at Millennium Advisory Services, including seven years at Millennium Capital 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, 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.

Dylan Lewis is a financial advisor with Stephens in Austin, TX, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Stephens since 2001. Outside of his advisory role, he is a 50% owner and investor in a hair salon. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.