John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Clinton McCalla is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Wedmont Private Capital. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, and Fisher Investments. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, advising on educational policies. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive, modern portfolio theory-based approach with diversified, asset-class-weighted portfolios using low-cost index funds and incorporates outside managers and specialized strategies for qualified clients.

Alfred Lopez is a financial advisor at 49 Financial with two years of industry experience. He holds a Series 66 designation and has worked at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investment, 49 Wealth Management, Axa, and Austin Stone. Outside of his advisory role, he serves as president of 25 Giving, a charitable planning company, and is a founding board member of the nonprofit RBI Austin. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach combining multiple analytical methods and provides tiered fractional family office services alongside access to third-party managers.

Katherine Foster is a Series 65-licensed advisor at Arax Advisory Partners with approximately three years of experience, including roles at U.S. Capital Wealth and prior positions in educational institutions. Arax Advisory Partners serves a diverse client base ranging from individuals and high-net-worth clients to family offices and institutions, offering comprehensive wealth management and advisory services. The firm employs a fiduciary approach with a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Jesse Bayarena is a CFP® professional with 26 years of industry experience, currently serving with Kestra Private Wealth Services, LLC. His prior roles include positions at Avantax Advisory Services and 1ST Global Advisors, Inc. He is also the founder of Kaizen Tax Planning and owner of Ronin Wealth, where he provides financial planning and tax reduction services. Kestra Private Wealth Services, LLC delivers investment advisory services through independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm offers a wide range of investment products and specialized services to individual and institutional clients.

Elizabeth Mock Hernandez is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her career includes roles at Raymond James, Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she owns a business specializing in Spanish translation and serves as president of a social impact platform as well as a board member of a non-profit organization focused on service in Honduras. Waterloo Capital is an SEC-registered, multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning, emphasizing long-term, strategic buy-and-hold investment approaches with ongoing monitoring and annual reviews.

John Pesce is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Fairway Asset Management, LLC and TCG Holdings LP, where he served for over three decades. He serves on the advisory board for the Foundation 99 conference and is a board member of Care Solace, a mental health platform. HUB Investment Partners provides investment management and retirement planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

Ryan Jacobs is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has seven years of industry experience. Prior to joining HUB in 2024, he worked at Millennium Advisory Services, Inc. for eight years and has additional experience in retail 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, and municipal entities. The firm combines internally managed model portfolios with customized strategies and utilizes a variety of platforms and third-party managers to meet client objectives.

Jon Toerner is a financial advisor at Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Stifel, Fidelity Investments, Thrivent Financial, and Amberton University. Victory Financial Group serves a diverse range of clients, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Garrett Newberry is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is involved with 25 Giving, a nonprofit referral organization, and participates in Master Networks, a professional networking group. 49 Financial serves a diverse clientele ranging from individual investors to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term approach to diversified asset allocation and incorporates behavioral coaching through its investment committee and model portfolio oversight.

Stewart Werner is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he serves as Managing Director of Planwell Private Wealth Services, providing financial guidance and investment management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with access to a wide range of investment products and specialized offerings.

Steven Livitz is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Ironclad Strategies LLC, Kestra Financial Securities, Inc., and Sii Investments, among other firms. He is also a managing member and 50% owner of Ironclad Strategies Consulting, LLC, providing fractional CFO and business consulting services. Waterloo Capital is an SEC-registered, multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management with a focus on long-term, strategic buy-and-hold investments, alongside financial planning, educational seminars, and specialized referrals.

Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes both internal and third-party asset managers.

Jack West is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2015. West is also president of J.C. West & Associates, Inc., where he provides financial and wealth management consulting services, including retirement and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in assets under management. The firm supports a broad range of investment products and platforms, providing both discretionary and non-discretionary services.

Brett Grau is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Root Financial Partners and has held prior roles at Schwab Wealth Advisory Inc., Charles Schwab Bank, and Charles Schwab. Outside of his advisory work, Brett manages a vacation rental property in Tennessee as an Airbnb Superhost and assists with administrative tasks for a family friend's law practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm typically employs broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers specialized techniques and educational programming for select clients.

Cristhian Gonzales is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has been with TCG Advisors, LLC, a HUB International company, since 2019. Gonzales’s prior work includes roles related to education and involvement with the University of Texas. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, 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 goals.

Kelli Mastel is a financial advisor at 49 Financial in Austin, TX, holding the Series 65 credential and beginning her career in 2026. Prior to joining 49 Financial, she worked at HOMAKER and Stone Co Climbing and has experience in education and community involvement, including a five-year tenure with the YMCA and operating a coffee business. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes proprietary model portfolios alongside third-party managers.

Garrett Pittman is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63, Series 66, and Series 65 credentials and eight years of industry experience. He previously worked at Gallagher Fiduciary Advisors, Kestra Advisory Services, TCG Advisory Services, TCG Advisors, and Merrill. He participates on the Nationwide Consultant Advisory Council, providing feedback and insight on industry trends. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and high-net-worth individuals, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies across various security types and maintains specialized service lines for banking and municipal clients.

William Warrenburg is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 credential. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry. Waterloo Capital is a multi-advisor firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolios with customized allocations and offers a range of services including discretionary portfolio management, consulting, and educational seminars.