John Sturgis is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at HUB Investment Partners, LLC since 2021 and previously held roles at TD Ameritrade and Charles Schwab. HUB Investment Partners provides investment management and retirement planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Richard Alexander is a financial advisor at Stephens with 34 years of industry experience. He has been with Stephens Inc. since 2001. He holds Series 63 and Series 65 designations. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation, and it provides both discretionary and non-discretionary management across various wrap and advisory programs.

Dominic Conti is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Razorhorse Capital, Fortis Digital Capital, and World Financial Group, INC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Carol Sheffield is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 65 credential and 13 years of industry experience. She has worked continuously with Per Stirling since 2011 across various firm iterations. Outside of her advisory role, she is co-owner of Sheffield Bookkeeping, LLC, providing bookkeeping services, and serves as vice president and secretary of Garner Heating and Air Conditioning, Inc., an HVAC service company. 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, managing approximately $1.566 billion across about 1,074 clients. The firm employs a team of roughly 30 advisors and utilizes a combination of fundamental, technical, and statistical methods in its investment analysis, including three proprietary model portfolios managed by firm directors.

John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Merrill from 1998 to 2016 and concurrently serves as a registered representative at B.B. Graham & Co., Inc. since 2016. 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, managing approximately $1.566 billion across more than 1,000 clients with a team of about 30 advisors. The firm employs a combination of fundamental, technical, and statistical methods in portfolio construction and offers proprietary model portfolios while delivering tailored planning and management on a discretionary basis.

Ryan Klemm is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Summit Financial, LLC and has previously been employed at Range Finance, Inc., Compound Advisers, INC, and Yeske Buie Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet client preferences.

Lisa Mc Millan is a financial advisor at HUB Investment Partners, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, Intuit, and Baker Ripley. Outside of her advisory role, she is involved in tax preparation volunteering and operates Chelsea's Catering and Bar Service as a bartender. HUB Investment Partners serves a diverse client base including institutional plans, public school districts, foundations, trusts, businesses, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers various portfolio management and consulting services tailored to both retail and institutional clients.

Eli Gary is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB Investment Partners, he worked at Wells Fargo Bank N.A. and Lowe's Companies Inc. over a combined five-year period. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Erin Lambert is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc., Commonwealth Financial Network, Integris Wealth Partners, and Bunting Capital Management. Before her advisory career, she was affiliated with Virginia Tech for four years. HUB Investment Partners serves a diverse client base including institutional plans, foundations, trusts, businesses, banks, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He has worked at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of financial advising, he volunteers with 25 Giving, assisting nonprofits in developing charitable plans. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services.

Patrick Mckiernan is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. He is also involved with HUB International in non-investment roles. HUB Investment Partners serves a diverse range of institutional and individual clients, offering 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 across various asset classes and emphasizes quantitative and qualitative manager screening.

Lindsey Leaverton is a financial advisor at Savvy with 11 years of industry experience and holds a Series 66 designation. Prior to joining Savvy in 2025, she worked at Northwestern Mutual Wealth Management Company and Branch Banking and Trust Company. She serves as Vice President of the Foundation Board at People's Community Clinic and is the founder of Lindsey Kane Ministries, a nonprofit organization through which she released a book in 2024. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, and various organizations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external sub-advisers.

David Osborne is a financial advisor at Sunbelt Securities, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He previously worked at Hilltop Securities Independent Network for 20 years before joining Sunbelt Securities. Outside of his advisory role, he owns DKO Investment Company LLC, an investment holding company. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of representatives, employing diverse investment strategies without requiring a uniform model across advisers.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 license with two years of industry experience. Prior to joining Mission Wealth Management in 2024, he worked at Ceera Investments LLC and the CFA Institute. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management services emphasizing customized, long-term strategies using ETFs, mutual funds, individual securities, and alternative investments, with discretionary account management and tax-aware trading.

James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

Dana Cabela is a financial advisor with 3 years of industry experience, currently affiliated with 49 Financial in Austin, TX. She holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 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 that integrates fundamental, cyclical, technical, and behavioral analysis, with an emphasis on mutual funds and ETFs and periodic portfolio rebalancing.

Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Austin, TX. Prior to this, she held roles at Per Stirling Capital Management, LLC, and worked at Fossil. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management services primarily for affluent individuals, families, and institutional clients. The firm focuses on customized, long-term investment strategies and offers a broad range of solutions including alternative investments and tax-aware trading.

Eric Light is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining HUB in 2018, he worked at Merrill from 2010 to 2018 and TCG Advisors from 2018 to 2020. Outside of advisory work, he is the owner of TK Clinic LLC, a therapy business focused on ketamine-assisted therapy. 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 employs both active and passive investment strategies and incorporates quantitative and qualitative analyses in its manager selection and portfolio reviews.

Irma Hampton is a financial advisor at Wealthcare Advisory Partners LLC with Series 63 and Series 65 licenses and 41 years of industry experience. She has worked at Wealthcare Advisory Partners since 2019 and previously held positions at Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Garrett Adams is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TCG Advisors, LP and Edward Jones. Outside of his advisory role, Garrett serves as a board member and treasurer of the nonprofit Ladder Alliance in Austin, Texas. 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 allocations and offers a range of advisory solutions, including retirement plan services and access to third-party asset managers.