Adam D'acierno is a Series 66 licensed advisor at Waterloo Capital with 12 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. Outside of advising, he works as a payroll and HR services consultant. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a fundamental, long-term investment approach and a broad range of strategies, including direct management, third-party sub-advisers, and integrated cash and lending solutions.

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 over 27 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 and is involved in philanthropic activities related to education and community support. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios with access to both in-house and third-party solutions.

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 prior experience includes roles at Stifel Nicolaus & Co Inc and Raymond James & Associates Inc. He is also the Chief Investment Strategist and Managing Partner of Faust Wealth Management, where he focuses on insurance-related business activities. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party managed solutions.

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 Series 65-licensed financial advisor at 49 Financial in Austin, TX. Sydney joined the firm in 2026 and has prior experience in various roles including youth engagement and environmental research at Texas A&M, as well as community involvement with The Harvest Methodist Church. 49 Financial serves a wide range of clients including individuals, high-net-worth families, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

Christopher Hernandez is a financial advisor at Waterloo Capital with 17 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and National Planning Corporation. Hernandez is licensed in life and health insurance. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a fundamental, long-term investment approach and access to a broad range of investment tools and third-party sub-advisers.

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.

Bryce Decker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Wells Fargo Clearing Services LLC. He is also the owner and CEO of Catalyst Retirement Solutions, a tax entity, and serves as a financial advisor at the same firm. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, and access to a range of investment products such as mutual funds, ETFs, and alternative investments.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at MicroVenture Marketplace, Inc. and Charles Schwab & Co., Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banks and municipal entities. The firm employs both active and passive investment strategies and integrates quantitative and qualitative analysis in its decision-making processes.

Timothy Semke is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, joining in 2025 after 18 years at The AYCO Company, L.P./Mercer Allied and four years at Ayco/Goldman Sachs & Co. LLC. He is also involved with Kindred Wealth Partners as a wealth advisor focusing on insurance and client financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and consulting services, including discretionary and non-discretionary accounts, wrap-fee programs, and retirement plan services, supporting advisor decision-making with access to multiple platforms and third-party solutions.

William Harvey III is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Pinnacle Bank and involvement in the golf industry. Harvey is also a licensed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified investment approach using proprietary and platform model portfolios, primarily composed of mutual funds, ETFs, and selected third-party managers.

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Bryan Brashear is a financial advisor at 49 Financial based in Austin, TX, holding a Series 65 designation. He began his career at 49 Financial in 2025 after completing his education and various roles in the academic sector. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

Annette Findling is a CFP® professional with 33 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has held prior roles at LPL Financial, LLC since 2013. Outside of her advisory work, she is involved with Rich Women Rock as a speaker and blogger. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment strategies using fundamental analysis and a variety of investment vehicles, with ongoing portfolio monitoring and formal annual reviews.

Grant Boren is a financial advisor at 49 Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Oakwood Capital Securities, Inc., 49 Wealth Management LLC, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and Axa Advisors, LLC. Boren also holds a fixed insurance sales license, dedicating part of his time to insurance services. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, with an investment approach centered on disciplined, long-term diversified asset allocation implemented through proprietary and platform model portfolios.

Gary Kiemele is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at RBC Capital Markets for nine years and has been involved with Mindflex since 2009. Outside of his advisory role, he manages a commercial real estate property through Koda Holdings, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and consulting services, supporting independent advisor decision-making while providing access to various managed solutions and platform programs.

Mitchell Johnson is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with 49 Financial in Austin, TX. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, he is also a licensed fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach using model portfolios with mutual funds, ETFs, and selected third-party managers.

Christopher Gleason is a financial advisor at Victory Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Daybreak Inc. Gleason also serves as a consultant for American Incentive Advisors, providing tax planning strategies for business owners. 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, trusts, estates, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.