Benji Mcleod Jr. is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. Prior to that, he worked for Bank of America and Merrill from 2013 to 2022. Outside of advisory services, he is the managing partner of Canton Wealth Partners, an insurance business, and owns a meat market grocery store in Georgia. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets, offering a broad range of investment products and specialized services within a framework that supports both discretionary and non-discretionary arrangements.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. She has worked at Waverly Advisors, LLC since 2023, following a decade at Silicon Hills Wealth Management and previous roles at FSC Securities Corporation and Edward Jones. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering a range of financial planning and investment management services.

Sara Seely is a CFA® charterholder and holds a Series 66 license, with 24 years of industry experience. She has worked at Waterloo Capital since 2022 and previously held positions at Equistar Wealth Management, Maslow Wealth Advisors, Eklektikos Capital Management, Waterstreet Investment Consultants, and Citigroup Global Markets. Seely serves on the investment committees for Hospice Austin Fund and Austin Committee Foundation since 2015, as well as the Planned Parenthood Greater Texas investment committee since 2022. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to accomplished entrepreneurs, high-net-worth individuals, trusts, and other institutional clients. The firm emphasizes customized, long-term strategic portfolio allocations with ongoing monitoring and offers a range of services including third-party sub-advisory access, educational seminars, and consulting.

Adam D'acierno is a financial advisor at Waterloo Capital with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is an ADP payroll services consultant. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term investment strategies with fundamental analysis and offers a range of financial planning and consulting services.

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 28 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, where he leads long-term strategic planning and supports external events, and he is also a member of the Holy Name of Jesus Endowment Development Committee. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a wide range of investment products and offers both discretionary and non-discretionary account arrangements, with additional capabilities including annuity subaccount management and 529 plan services.

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 career includes roles at Stifel Nicolaus & Co Inc and Raymond James & Associates Inc. He is also Chief Investment Strategist and Managing Partner at Faust Wealth Management, where he is involved in client research and business oversight. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and 20,000 client relationships.

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 financial advisor with 49 Financial in Austin, TX, holding a Series 65 credential and beginning their industry career in 2026. Prior to joining 49 Financial, Ramos held various roles including positions at Texas A&M Chemical Engineering and the Texas A&M Office for Youth Engagement. 49 Financial serves a diverse client base including individual and institutional investors, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation approach incorporating fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services for high-net-worth clients.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Christopher Hernandez is a financial advisor with Waterloo Capital in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, National Planning Corporation, and Guardian Life. He is also licensed in life and health insurance. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes customized, long-term strategic portfolios and offers a range of services including discretionary portfolio management, access to third-party sub-advisers, financial planning, and educational seminars.

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 in Austin, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing Services LLC. He is also the owner and CEO of a tax entity and serves as a financial advisor at Catalyst Retirement Solutions. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients, offering a broad range of investment products and delivering services through various account platforms with both discretionary and non-discretionary arrangements.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at MicroVenture Marketplace, Inc. for five years and Charles Schwab & Co., Inc. for two years. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized services for banking and municipal clients.

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, having joined in 2025. Prior to Kestra, he spent 18 years at The AYCO Company, L.P./Mercer Allied and four years at Ayco/Goldman Sachs & Co. LLC. Outside of his advisory role, he is involved with Kindred Wealth Partners, focusing on client financial needs and insurance-related services. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in assets and offers a broad range of investment products and specialized services within a framework that supports advisor discretion and operational infrastructure.

William Harvey III is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Bank before joining 49 Financial. Harvey also has experience as a fixed insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm emphasizes a disciplined, long-term diversified asset allocation approach based on a combination of fundamental, cyclical, technical, and behavioral analyses.

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.