Irma Hampton is a financial advisor at Wealthcare Advisory Partners LLC with Series 63 and Series 65 licenses and 41 years of industry experience. She has worked at Wealthcare Advisory Partners since 2019 and previously held positions at Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Garrett Adams is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TCG Advisors, LP and Edward Jones. Outside of his advisory role, Garrett serves as a board member and treasurer of the nonprofit Ladder Alliance in Austin, Texas. 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 allocations and offers a range of advisory solutions, including retirement plan services and access to third-party asset managers.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Sonya Spagnola is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including Global Retirement Partners, Ameriprise, and WealthPlan Advisors. HUB Investment Partners serves a diverse client base including institutional investors, municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and financial planning services.

Thomas Ivey III is a financial advisor at Victory Financial with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Victory Financial in 2025, he worked at Equitable Advisors from 2023 to 2025 and had previous roles at Crain Caton & James. 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, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Lisa Allen is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Waterloo Capital Management since 2018 and has prior experience with Calton & Associates, Inc., Smart Money Group, LLC, and Planning Works, where she continues as a partner. Allen serves as a board member for Iota of Chi Omega Fraternity, overseeing financial reporting and providing guidance on money management for the nonprofit organization. Waterloo Capital is a multi-team SEC-registered advisory firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to third-party sub-advisers, managing approximately $2.26 billion across about 2,600 clients.

Henry Looney is a financial advisor at Waterloo Capital with one year of industry experience. He holds a Series 65 designation and has previously worked with Intelligent Wealth Solutions LLC, 16VC, and Northwestern Mutual, among others. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers services including direct investment management, financial planning, and access to third-party sub-advisers.

Tyler Nguyen is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB, he worked at Veripax Wealth Management, Inc and has held roles outside of finance, including at San Francisco State University and Renewal By Anderson. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Amy Colton is a financial advisor with Legacy Wealth Management, LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at Forefront Wealth Partners and LPL Financial. Outside of advisory work, she is a partner at Your Divorce Made Simple, providing divorce advice and mediation services, and is involved in educational efforts with Woman in Confidence. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu, including alternatives and illiquid investments, to tailor strategies according to clients' objectives and risk tolerances.

Robert Wilson is a Series 66-licensed financial advisor at MissionSquare Retirement with 11 years of industry experience. His prior positions include roles at Dimensional Fund Advisors, Charles Schwab, Fidelity Investments, TD Ameritrade, and Transamerica. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Thomas Eveslage is a financial advisor with B.B. Graham & Company, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with B.B. Graham & Co. since 2008. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, comprehensive financial planning, retirement plan consulting, and access to third-party portfolio programs.

Cole Haddock is a Certified Financial Planner™ (CFP®) with four years of industry experience. He has worked primarily at Mission Wealth Management, LP since 2022 and previously spent eight years at Chevron. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management and financial planning. The firm employs long-term strategies across a range of investment vehicles and offers integrated services including discretionary portfolio management and risk management solutions.

Gal Perlmutter is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he and his wife rent out their pool on an hourly basis through a peer-to-peer platform. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.

Christian Salazar is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2026. His professional journey also includes experience as a Client Service Advocate at Ethos Financial Partners from 2021 to 2023, a Branch Manager Trainee II at One Main Financial between 2019 and 2021, and as an Agency Producer at Farmers Insurance from 2018 to 2019. In his role, Christian focuses on assisting clients and their families in growing their assets, protecting their wealth, making informed investment decisions, and streamlining their financial lives. He emphasizes the importance of creating financial plans tailored to each client's unique circumstances and values, supporting them in working toward their life goals. Outside of his professional responsibilities, Christian has interests in board games, fitness, food, parenthood, pets, and swimming.

Azam Jaber is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2013. Outside of his advisory role, he is a personal investor in commercial real estate projects in Leander, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, utilizing a range of investment strategies and proprietary products.

John Lindquist is a financial advisor with World Equity Group, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms including Northview Advisors LLC and Quint Capital Corporation, and maintains an administrative and supervisory role with NorthView Capital Partners. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs combining discretionary portfolio management, financial planning, and access to third-party money managers.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at RFG Advisory since 2021 and previously at Lion Street Financial and Integrated Wealth Strategies. Outside of advising, she is an attorney involved in legal services and also holds insurance agent roles related to life, health, property, casualty, and equine insurance. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including tax-aware and risk-managed approaches, and serves a diverse client base with financial planning, portfolio management, and alternative investment options.