Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. 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 across multiple asset types and offers specialized services tailored to banking and municipal clients.

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.

Wesley Gallup is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is 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 investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.

Bridget Tetak is a CFP® and holds a Series 66 designation with 11 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 after nine years at Bank of America and Merrill. Outside of her advisory role, she serves on the boards of TRANSITIONS, INC., a domestic violence shelter, and Bethesda Care System, and chairs a committee for the Zanesville Kiwanis Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and utilizes various platforms and specialized services while overseeing advisor recommendations within its approved menu.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing 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 integrates quantitative and qualitative manager screening in its process.

Ashley Ament is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2025, she spent 15 years with Bank of America and Merrill Lynch. She is a co-founder and owner of Ascend Private Wealth Management, a wealth management business. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and platforms.

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 at Financial Gravity Family Office Services, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Eqis Holding, Inc., Presidential Brokerage Inc, and Forta Financial Group, Inc. Winters is also the CEO and a board member of Financial Gravity Companies, a publicly traded financial services company, and is involved as the CEO of Good To Growing, a non-investment related company. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis and frequently works with third-party sub-advisors and model portfolios.

Hunter Coleman is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates and the Louisiana Public Service Commission. Outside of his advisory role, Coleman serves as Board Treasurer for aGLIFF, is a board member of the Columbia Alumni Association of Austin, and is involved in entrepreneurial ventures including a photography and design studio and a candle-making company. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs and advisory solutions on an open-architecture platform, combining custody, banking, and market-making capabilities with firm-sponsored and third-party strategies.

Mark Herman is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2021 and previously worked at Astoria Strategic Wealth and Bell Wealth Management. He also serves in the U.S. Army Reserve, where he has been active since 2011. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, personalized financial planning, and investment management services. The firm employs a "total picture" approach that integrates various aspects of financial planning and offers a diverse range of investment options, managing accounts primarily on a discretionary basis.

Nathan Trenholm is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Per Stirling Capital Management since 2011 with a brief tenure at Whittier Trust Company and also maintains a registered representative position with B B Graham & Company. 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, and integrates fundamental, technical, and statistical investment analysis in its portfolio management.

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 at HUB Investment Partners, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at AFS Financial Group, LLC for 12 years. She also maintains a real estate license outside of her advisory work. HUB Investment Partners serves a diverse client base including institutional 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.

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 with Financial Gravity Family Office Services, LLC, holding a Series 65 designation and six years of industry experience. He previously worked at Forta Financial Group, Inc. and is also the managing member of TST Accounting LLC, a CPA firm. In addition to his advisory role, he serves as CEO of New Day Tax Resolution, INC, providing tax resolution services. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Nathan Serven is a financial advisor at Eversource Wealth Advisors, LLC with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Metlife Securities Inc., and New England Securities. Outside of his advisory work, he owns Serven Consulting, LLC, where he assists business owners in developing exit strategies. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, supporting independent RIAs through multiple investment programs and a private markets platform.

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 serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at Citizens Securities, Inc. and CITIZENS Bank. He is also a managing partner at Northeast Investment Group, where he provides financial planning and investment management services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a wide range of investment products and platforms. The firm manages approximately $13.45 billion in client assets and provides specialized services such as annuity subaccount management and 529 plan services.

Daniel Tapia is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. His prior roles include positions at Rembrandt Financial Group LLC, LPL Financial, VOYA Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is involved in several business ventures including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, implementing strategies on a household basis to enhance tax efficiency and minimize overlapping holdings.