David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment for outdoor activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Megan Rahmes is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has previously worked at Merrill and Scottrade before joining Hilltop Securities in 2021. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates both third-party and firm-sponsored investment strategies.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm offers a range of portfolio management and advisory services that combine active and passive strategies across various asset types, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Kenneth Price is a CFP®, CFA®, and ChFC® with 23 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2015. He has been teaching the CFP Capstone class at the University of Texas since 2004 and is an author who updates educational materials on insurance planning and risk management. He is also affiliated with House of the Lord Fellowship Church. 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 multiple proprietary portfolios through a team of 31 advisors.

Benji Mcleod Jr. is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. Prior to that, he worked for Bank of America and Merrill from 2013 to 2022. Outside of advisory services, he is the managing partner of Canton Wealth Partners, an insurance business, and owns a meat market grocery store in Georgia. 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 manages approximately $13.45 billion in client assets, offering a broad range of investment products and specialized services within a framework that supports both discretionary and non-discretionary arrangements.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. She has worked at Waverly Advisors, LLC since 2023, following a decade at Silicon Hills Wealth Management and previous roles at FSC Securities Corporation and Edward Jones. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering a range of financial planning and investment management services.

Sara Seely is a CFA® charterholder and holds a Series 66 license, with 24 years of industry experience. She has worked at Waterloo Capital since 2022 and previously held positions at Equistar Wealth Management, Maslow Wealth Advisors, Eklektikos Capital Management, Waterstreet Investment Consultants, and Citigroup Global Markets. Seely serves on the investment committees for Hospice Austin Fund and Austin Committee Foundation since 2015, as well as the Planned Parenthood Greater Texas investment committee since 2022. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to accomplished entrepreneurs, high-net-worth individuals, trusts, and other institutional clients. The firm emphasizes customized, long-term strategic portfolio allocations with ongoing monitoring and offers a range of services including third-party sub-advisory access, educational seminars, and consulting.

Adam D'acierno is a financial advisor at Waterloo Capital with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is an ADP payroll services consultant. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term investment strategies with fundamental analysis and offers a range of financial planning and consulting services.

Fernando Perez is a financial advisor at Victory Financial with a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill Lynch, Fidelity Investments, and Purshe Kaplan Sterling Investments. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach using model portfolios and offers financial planning, discretionary investment management, and ERISA plan services.

Eugene Mccarthy III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Kestra in 2019. Outside of his advisory role, Mccarthy serves as President of Candlelighters of Brevard, where he leads long-term strategic planning and supports external events, and he is also a member of the Holy Name of Jesus Endowment Development Committee. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a wide range of investment products and offers both discretionary and non-discretionary account arrangements, with additional capabilities including annuity subaccount management and 529 plan services.

Bobby Cowand is a financial advisor with Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Realta in 2018, he worked with Cary Street Partners and Riverstone Wealth Management, among other firms. Outside of his advisory role, he is the CEO and president of AirBubbles LLC, a business involved in buying, selling, and leasing aircraft and hangers, and he also owns businesses in event space leasing and music production. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and uses asset allocation across various investment types, operating platforms and third-party manager programs to serve a wide range of client needs.

Michael Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Raymond James & Associates Inc. He is also Chief Investment Strategist and Managing Partner at Faust Wealth Management, where he is involved in client research and business oversight. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and 20,000 client relationships.

Rachel Hurley is a CFP® professional with eight years of experience in financial advising, currently with Per Stirling Capital Management, LLC in Austin, TX. She has been with the firm since 2015. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, providing discretionary investment management and comprehensive financial planning using a multi-advisor team approach.

Sydney Ramos is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 credential and beginning their industry career in 2026. Prior to joining 49 Financial, Ramos held various roles including positions at Texas A&M Chemical Engineering and the Texas A&M Office for Youth Engagement. 49 Financial serves a diverse client base including individual and institutional investors, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation approach incorporating fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services for high-net-worth clients.

Christopher Hernandez is a financial advisor with Waterloo Capital in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, National Planning Corporation, and Guardian Life. He is also licensed in life and health insurance. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes customized, long-term strategic portfolios and offers a range of services including discretionary portfolio management, access to third-party sub-advisers, financial planning, and educational seminars.

Robert Barre is a financial advisor at Victory Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Equitable Advisors, AXA Advisors, and Fidelity Investments. Outside of his advisory role, he generates insurance leads for Victory Insurance, an independent property and casualty agency. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios tailored to client needs.