Samuel Parker Jr. is a financial advisor at Arax Advisory Partners with 39 years of industry experience. He has held roles at UBS Financial Services for over two decades and at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC before joining Arax Advisory Partners in 2026. Outside of his advisory work, he is a managing partner of an investment-related LLC focused on rental property management. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, featuring unique performance-based fee arrangements and a range of advisory services.

Ryan Davis is the Vice President and Branch Leader at Fidelity Investments' Austin Domain Investor Center. In this role, he leads a team dedicated to creating financial plans tailored to the personal needs of their clients, emphasizing trusted partnerships and comprehensive financial planning. He has been with Fidelity Investments since 2001, holding various positions including Assistant Branch Manager, Senior Account Executive, Relationship Officer, Financial Planning Consultant, Proactive Representative, Investment Representative, and Service Trader. Prior to joining Fidelity, he worked as a Loan Officer at Legacy Financial Group from 2000 to 2001. Details about his education, credentials, personal interests, or community involvement were not provided.

Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.

Benton Randle is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. His prior roles include positions at Blue Duck Wealth Management and Solomon Group Financial Services. Benton is also a licensed insurance agent and works part-time as an agent for Legal Shield. Wealth Watch Advisors serves a diverse client base, including individuals, pensions, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, often utilizing third-party model managers and offering alternative private placements to accredited investors.

David Jones II is a CFP® and Series 66-licensed advisor at Bailard, Inc. in Austin, TX, with seven years of industry experience. Prior to joining Bailard in 2020, he worked at the University of Texas at Austin, was self-employed, and held roles at Bank of America and Merrill. He is the founder of EstateGuidePro LLC, an educational venture focused on wealth transfer topics such as estate planning and philanthropy. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset investment approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options for interested clients.

Jeremy Tung is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at PKS Investments, Victory Financial Group, Equitable Advisors, and Axa Advisors. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analyses to build model portfolios tailored across risk profiles.

Christopher Guzman is a financial advisor with HUB Investment Partners, LLC in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Advisors, Merrill, Bank of America, and Morgan Stanley. 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 strategies and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

William Newbould is a CFP® professional with 32 years of industry experience. He has been with Cary Street Partners since 2013 and previously worked at Riverstone Wealth Management, Inc. for nine years. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. 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 offers a broad range of investment options and proprietary strategies, including ERISA retirement plan services and solutions tailored for state and municipal government entities and insurance company clients.

Vito D'angelo is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Hilltop Securities since 2016. Outside of his advisory role, he owns a small plant sales business called Vito's Garden. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, execution, custody, investment advisory, and retirement-plan consulting services. The firm employs an open-architecture investment platform and offers a range of portfolio management programs, including adviser-managed and model-based strategies, with $2.25 billion in assets under management.

Michelle Varner is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase, Cetera, First Fidelity Bank, and Citigroup Global Markets. 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 integrates quantitative and qualitative analyses in its decision-making.

David Hua is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at National Securities Corporation for 12 years before joining Arete Wealth Management LLC in 2022. Outside of his advisory role, Hua is a restaurant investor through SOM BO LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular monitoring.

June Pinkney is a Series 65 licensed financial advisor with HUB Investment Partners, LLC, based in Austin, TX, and has two years of industry experience. Prior to joining HUB Investment Partners, she worked in consulting and sales roles, including at Beyond Branding Consulting and Mary Kay. 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 integrates active and passive investment strategies and employs quantitative and qualitative manager evaluation.

Gay Thompson is a CFP® and holds a Series 66 license with 16 years of industry experience. She is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc., where she has worked since 2018. Thompson also manages a non-investment-related business as a managing member of GM Northwest Holdings, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment approach that integrates fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to a range of objectives, offering comprehensive financial planning and consulting services.

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.

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 an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at several firms, including Global Retirement Partners, LPL Financial, MassMutual, and T. Rowe Price. Hecker also provides administrative support to Global Retirement Partners, an independent investment advisor firm. 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 employs a combination of active and passive investment strategies across various asset types and integrates quantitative and qualitative analysis in its decision-making process.

Kevin Cook is a financial advisor at Victory Financial with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Outside of his advisory role, he is involved in multiple family and business-related real estate ventures and serves on various nonprofit and community boards. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage portfolios ranging from aggressive to capital preservation.

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 previously worked at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of his advisory role, he is a licensed insurance producer specializing in life, health, and disability insurance. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and maintains multiple affiliated businesses and platform relationships.