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.

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 has worked previously at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of advisory work, he is a licensed insurance producer in life, health, and disability insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting fee negotiation and third-party service platforms.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Millennium Advisory Services and Fidelity Investments. His background also includes roles in education with Chesterfield County Public Schools and Longwood University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and employs both technical and cyclical analysis in its investment process.

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.

Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. Prior to this, he was with Solomon Group Financial Services LLC and Blue Duck Wealth Management. Outside of his advisory role, Carlson serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm uses a combination of quantitative, qualitative, and technical investment methods and offers discretionary portfolio management through approved third-party model managers.

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, including 25 years at Stephens Inc. He holds Series 63 and Series 65 licenses. Outside of finance, he is a 50% owner and investor in a hair salon based in Austin, Texas. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and corporations. The firm offers a range of services, from financial planning and portfolio management to private equity and institutional equity research, with an integrated broker-dealer and investment banking platform.