Patrick Laborde is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at multiple BBVA entities, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., from 2014 to 2021. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a broad range of clients, including individuals, corporations, nonprofits, and institutions. The firm uses an open-architecture platform with multiple adviser-managed and manager/model-based programs, providing a variety of investment strategies and operational features such as municipal bond strategies co-advised with Franklin Templeton Group.

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.

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®-designated financial advisor at Cary Street Partners with 32 years of industry experience. He has been with Cary Street Partners since 2013 and holds Series 63 and Series 65 licenses. 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 wealth management and advisory services to a diverse clientele, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of investment strategies.

John Chatmas Jr. is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Waterloo Capital since 2011 and also worked at Intelligent Wealth Solutions from 2019 to the present. Waterloo Capital is an SEC-registered multi-team advisory firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm specializes in customized portfolio management using fundamental analysis and a primarily long-term, buy-and-hold strategy, supported by a variety of investment tools and integrated cash and lending solutions.

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.

Michael Voltin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Prior to joining Concurrent in 2024, he worked at Bank of America, Merrill, and Axa Advisors. He serves on the board of CoSource, Inc. and is involved with The Dan and Patricia Pickard Scholarship Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and over 13,000 clients.

Michelle Varner is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase Bank, Cetera Investment Services, and First Fidelity Bank. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management, retirement planning, and advisory services that utilize both active and passive investment strategies across multiple asset classes.

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 a financial advisor with HUB Investment Partners, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at several firms including Global Retirement Partners, LPL Financial, and MassMutual. Hecker provides administrative support to Global Retirement Partners, an independent investment advisory firm. HUB Investment Partners serves a diverse client base including institutional, corporate, 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.

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.