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 with Sunbelt Securities, Inc. in Austin, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously spent 20 years with Hilltop Securities Independent Network before joining Sunbelt Securities, where he has worked since 2019. Outside of his advisory role, he owns an investment holding company, DKO Investment Company LLC. Sunbelt Securities, Inc. serves individual and institutional clients through a network of investment adviser representatives, offering services including the Sunbelt RD wrap-fee program, standalone financial planning, and referrals to third-party money managers. The firm employs a variety of investment strategies and does not require a uniform investment model across advisors.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 credential with two years of industry experience. His prior roles include work at CFA Institute and Ceera Investments LLC. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a "total picture" approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and third-party sub-advisors.

Alison Miller is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Mission Wealth Management, LP and has prior experience at Per Stirling Capital Management, LLC and Fossil. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that combines investment strategies with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

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.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Sonya Spagnola is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 designation and six years of industry experience. She has worked at several firms, including Ameriprise, WealthPlan Advisors, and Stellar Capital Management. HUB Investment Partners serves a diverse client base, including institutional investors, corporate pension plans, public school districts, foundations, and high-net-worth individuals. The firm offers a range of portfolio management and financial planning services, combining active and passive investment strategies across multiple asset classes and utilizing both in-house and third-party managers.

Thomas Ivey III is a financial advisor at Victory Financial with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Victory Financial in 2025, he worked at Equitable Advisors from 2023 to 2025 and had previous roles at Crain Caton & James. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Tyler Nguyen is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB, he worked at Veripax Wealth Management, Inc and has held roles outside of finance, including at San Francisco State University and Renewal By Anderson. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Amy Colton is a financial advisor with Legacy Wealth Management, LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at Forefront Wealth Partners and LPL Financial. Outside of advisory work, she is a partner at Your Divorce Made Simple, providing divorce advice and mediation services, and is involved in educational efforts with Woman in Confidence. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu, including alternatives and illiquid investments, to tailor strategies according to clients' objectives and risk tolerances.

Ashley Horner is a financial advisor at Capital Investment Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she has been involved in various roles, including ownership of Notarize Me Ash, LLC since 2024 and previous positions in hospitality and consulting. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions primarily managed on a discretionary basis.

Robert Wilson is a Series 66-licensed financial advisor at MissionSquare Retirement with 11 years of industry experience. His prior positions include roles at Dimensional Fund Advisors, Charles Schwab, Fidelity Investments, TD Ameritrade, and Transamerica. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Cole Haddock is a CFP® and Series 65 credentialed advisor with four years of industry experience. He has worked at Mission Wealth Management, LP since 2022, following a prior role at Halbert Wealth Management, Inc. before joining the financial advisory field, he was employed at Chevron from 2012 to 2020. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment advisory services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a diverse range of asset types.

Gal Perlmutter is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he and his wife rent out their pool on an hourly basis through a peer-to-peer platform. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.

Christian Salazar is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2026. His professional journey also includes experience as a Client Service Advocate at Ethos Financial Partners from 2021 to 2023, a Branch Manager Trainee II at One Main Financial between 2019 and 2021, and as an Agency Producer at Farmers Insurance from 2018 to 2019. In his role, Christian focuses on assisting clients and their families in growing their assets, protecting their wealth, making informed investment decisions, and streamlining their financial lives. He emphasizes the importance of creating financial plans tailored to each client's unique circumstances and values, supporting them in working toward their life goals. Outside of his professional responsibilities, Christian has interests in board games, fitness, food, parenthood, pets, and swimming.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.