Samuel Hutchison is a CFP® and Series 65 professional with four years of industry experience. He has been with The Mather Group, LLC since 2019, following a brief tenure at Northwestern Mutual in 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Dakota Staton is a financial advisor at HUB Investment Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and employs a fiduciary approach when advising retirement and IRA accounts.

Gary Smith is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Grace and Porta Financial Services, LLC and Oak Grove, LLC. He also works as an independent insurance agent with HUB International in Brighton, Michigan. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 uses quantitative and qualitative methods for portfolio management.

Kyle Meaux is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain strong financial plans aimed at helping them work toward their life goals. He has held multiple positions at Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, Workplace Planning Consultant I and II, Junior Business Analyst, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial planning and client service. Outside of work, Kyle's personal interests include the beach, comedy, football, movies, and traveling.

Blake Miller is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial, Blake attended Tulane University and worked at Saint Marys Hall. 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 tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

Taylor Peterson is a CFP® with 11 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC and B. B. Graham & Co. He has worked at multiple firms, including Midwest Financial Consultants, GF Investment Services LLC, and Richard W. Paul & Associates, LLC. 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 across about 1,074 clients, employing a team of around 30 advisors who design portfolios based on client objectives, risk tolerance, and time horizons.

Michael Widling is a Series 65 licensed advisor at Mission Wealth Management, LP with four years of industry experience. He previously worked at Pacific Rim Adventures Inc., Yardi Systems, and held academic roles at Sonoma State University, Allan Hancock College, and Cal Lutheran University. 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 customized wealth management and financial planning services with an emphasis on long-term investment strategies and a range of institutional and alternative investments.

Hunter Sims is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Hilltop Securities in 2021, he worked at multiple BBVA entities including BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Compass Bank from 2014 to 2021. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, and retirement-plan consulting services. The firm offers an open-architecture platform with a range of managed account programs and specialized municipal bond strategies, combining adviser-managed and model-based investment solutions.

Dylan Clement is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining Kestra in 2024. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and third-party solutions.

Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is a Series 66-credentialed advisor at Transce3nd LLC with two years of industry experience. He has held positions at Transce3nd, E3 Wealth, Madison Avenue Securities, Glory Mortgage, and Mood Media. In addition to his advisory role, he is licensed as a life and fixed annuities insurance agent. Transce3nd LLC 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, often implementing portfolios through third-party model managers and offering both discretionary and non-discretionary investment management services.

Dominick Guiseppone Zucconi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. HUB Investment Partners provides investment management and retirement 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, using technical and cyclical analysis alongside regular portfolio reviews, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

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 33 years of industry experience. He has held his current role at Stephens since 2001 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing tailored portfolio programs and committee-based oversight to meet client needs.

Dominic Conti is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and based in Austin, TX. He has been in the industry since 2017, with prior experience at World Financial Group, Inc., Fortis Digital Capital, Razorhorse Capital, and his own firm, Conti & Conti LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a range of clients, including individuals, retirement plans, trusts, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and a variety of analytical tools to support client objectives and risk management.

Carol Sheffield is a financial advisor at Per Stirling Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Per Stirling in various capacities since 2011. Outside of her advisory role, Sheffield is co-owner of Sheffield Bookkeeping, LLC and serves as Vice President and Secretary of Garner Heating and Air Conditioning, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and specialized financial planning services, employing a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to diverse objectives.

John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at both Per Stirling Capital and B.B. Graham & Co., Inc. since 2016. Brem also serves as a registered representative at B.B. Graham & Co., a broker-dealer. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting 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, employing fundamental, technical, and statistical investment analysis, including proprietary model portfolios managed by firm directors.

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.