Charles Dyson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and three years of industry experience. His prior work history includes roles at Millennium Advisory Services, Fidelity Investments, and Chesterfield County Public Schools. 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 utilizes a combination of active and passive investment strategies and employs both quantitative and qualitative analysis in its portfolio management.

Danielle Dykes is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. She holds the Series 65 designation and previously worked at Millennium Advisory Services, Inc. for 14 years. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Harrison Mac Donald is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked briefly at RBC Wealth Management and Core Spaces. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, institutions, and municipalities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Griffin Kent is a financial advisor at Mission Wealth Management, LP in Austin, TX, with four years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm employs long-term strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc with 10 years of industry experience. He holds a Series 65 designation and has worked with Wealth Watch Advisors since 2020. His prior roles include positions at Solomon Group Financial Services LLC and Blue Duck Wealth Management. Outside of advisory work, he serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors offers advisory services to a diverse client base, including individuals, trusts, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, and it serves other registered investment advisers as well as employer-sponsored retirement plans.

Roy Smith III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2024, he spent 16 years at Millennium Advisory Services, including seven years at Millennium Capital Management. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth 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.

Dylan Lewis is a financial advisor at Stephens with 34 years of industry experience. He has held his current position at Stephens Inc since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he has a 50% ownership interest in a hair salon in Austin, TX. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, and investment banking services supported by equity research and committee-driven asset allocation.

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.

Michael Smith is a financial advisor with Infinity Financial Services Advisory in Cedar Park, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Titan Securities for six years and operates Smith Financial Group, where he sells fixed insurance products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytical methods and investment strategies, managing portfolios with an emphasis on clients’ goals, tax situations, and risk tolerance.

Andrew Creme is a CFP® professional with eight years of industry experience. He is currently with Victory Financial and has previously worked at Sagespring Wealth Partners, Scott Keffer International, Southwestern Investment Group, and Raymond James Financial Services. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Taylor Peterson is a CFP® with 11 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC in Austin, TX. He has worked at multiple firms, including B. B. Graham & Co., GF Investment Services LLC, and Midwest Financial Consultants, Inc. Peterson holds Series 63 and Series 65 licenses and is also a registered representative with B. B. Graham & Co. Per Stirling Capital Management, LLC 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 roughly 1,074 clients, using fundamental, technical, and statistical analysis methods to deliver tailored portfolio management and planning through a team of about 30 advisors.

Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Pacific Rim Adventures Inc., Yardi Systems, and several academic institutions. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, typically long-term investment strategies using a variety of asset types and offers services including tax-aware trading, discretionary management, and ERISA retirement plan fiduciary support.

Andrew Warren is a financial advisor at Victory Financial with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors for 20 years and Purshe Kaplan Sterling Investments. Victory Financial Group serves individual clients, 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 diversified model portfolios, offering both 3(21) and 3(38) fiduciary plan management.

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.

Dominick Guiseppone Zucconi is a financial advisor at HUB Investment Partners, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. HUB Investment Partners serves a wide range of institutional and individual clients, offering various portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

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 34 years of industry experience. He has been with Stephens Inc. since 2001. He holds Series 63 and Series 65 designations. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation, and it provides both discretionary and non-discretionary management across various wrap and advisory programs.