David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

John Osullivan is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been associated with Per Stirling Capital Management since 2009 and also works with B.B. Graham & Co., Inc. Outside of his advisory role, Osullivan manages commercial real estate entities in Austin, TX. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and financial planning services.

Jocelyn White is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. She previously worked at the Teacher Retirement System of Texas and has a background that includes roles in education and nonprofit sectors. Outside of finance, she is the owner and director of a creative services business focused on musical performance and fine art creation. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs a team of about 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach.

Adam Lublin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2024. Outside of his advisory role, he is involved in managing real estate properties and operates several financial and insurance-related business ventures. 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, and businesses. The firm offers a range of financial planning, investment management, and retirement services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Ana Romero is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, Business Financial Group, and Commonwealth Financial Network, among other firms. Ana also engages in fixed insurance sales as an agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation while offering services that include financial planning, discretionary and non-discretionary portfolio management, and advisory services to pooled private funds.

Sierra Baker is a financial advisor at Kestra Private Wealth Services, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of her advisory role, Baker serves on the board of the Zanesville Welfare Organization and Goodwill Industries, contributing to community development and organizational policies. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of advisory, financial planning, and retirement services while supporting advisor decision-making with access to various managed solutions and custodial platforms.

Jensen Lorea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB, he worked at AFS Financial Group, LLC, and he also coaches junior varsity wrestling at Montgomery County Public Schools in Rockville, MD. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual and high-net-worth investors, corporate and municipal plans, and trusts. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.

Caleb Killpatrick is a Series 65-licensed financial advisor with 49 Financial in Austin, TX, where he has worked since 2026. He has prior experience in various roles including positions at Texas A&M University, Camp Deer Run, and several church organizations. 49 Financial serves individual and 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 asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Ernest Horn is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Southside Bank, Raymond James Financial Services, Inc., and Capital Wealth Strategies. Outside of his advisory role, Horn serves as a board trustee for the Texas State University Development Foundation and lectures on personal finance courses at Texas State University. HUB Investment Partners serves a diverse client base including institutional, municipal, and high-net-worth individual clients, offering a range of portfolio management and financial planning services. The firm combines active and passive investment strategies and provides specialized banking and municipal services, supported by affiliate relationships and consulting partnerships.

Connor Greenberg is a financial advisor at Victory Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, LLC, and Garrison Financial. In addition to his advisory role, he is involved in health brokerage and the sales of fixed insurance products. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach that incorporates Modern Portfolio Theory, fundamental analysis, and behavioral insights to build model portfolios ranging from Aggressive to Capital Preservation.

Mickey Bryan is a CFP® professional with 18 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at LPL Financial, LLC and Rembrandt Financial Group, LLC. Kintra Wealth, LLC provides wealth management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm integrates model-driven asset allocation with fundamental security analysis, serving both retail and institutional clients while emphasizing tax efficiency and customized investment strategies.

Stephen Johnson is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Victory Financial Group serves a diverse client base, including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Bradley Schardein is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience with Millennium Advisory Services and Dicks Sporting Goods. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, 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.

Doyle Tracer is a financial advisor at Victory Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors from 2010 to 2023. Outside of his advisory role, Tracer serves as a board member and Director of Sponsorships for the Bobcat Youth Football Organization, a nonprofit supporting youth football. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

William Milby is a CFP® professional with 40 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at Bank of America and Merrill. He is the founder of REDOOS INC., a private ride-share software company, and also leads Campus Private Wealth as founder, CEO, and CIO, focusing on insurance and investment strategy. 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, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with access to in-house and third-party managed solutions.

Kristin Griffin is a financial advisor with 7 years of industry experience, currently with 49 Financial in Austin, TX. She holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Griffin also serves as a senior manager in client operations and compliance for an SEC-registered investment adviser. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term, diversified asset allocation strategy using proprietary models and third-party managers while offering planning and discretionary portfolio management through a multi-team advisory platform.

Walker Wiese is a Series 65-credentialed advisor with Advisory Services Network in Austin, TX. He has held roles at Uber Technologies, Alvarez and Marsal, Kellogg School of Management, Kendra Scott Jewelry, and The University of Texas at Austin. Wiese has zero years of industry experience in financial advising. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Nazneen Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Bank of America, Merrill, and has a background in physical therapy. She is also involved with Attain Wealth Partners, where she provides holistic financial planning. Kestra Private Wealth Services serves a wide range of clients, including individual investors, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, and specialized advisory programs across multiple platforms.

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and has also worked with Spire Securities, LLC and Kestra Private Wealth Management, LLC. Outside of his advisory role, Bartenstein serves as a member of the Board of Trustees for Hargrave Military Academy. 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 services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and custodians.

Lillian Cheesar is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, she worked in various roles including positions at Texas Performing Arts Center, Franklin Finders, Tecovas, Bazille, and Crumbl Cookies. She also attended the University of Texas at Austin. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans by offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds, ETFs, and selected third-party managers.