Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.

Christian Kiemele is a financial advisor at Kestra Private Wealth Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Kestra Investment Services, First Trust Portfolios, First Trust Advisors, and RBC Capital Markets. He is based in Austin, TX. 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 and offers a broad range of investment products and platforms within a structured oversight framework.

David Jones II is a CFP® and Series 66-licensed advisor at Bailard, Inc. in Austin, TX, with seven years of industry experience. Prior to joining Bailard in 2020, he worked at the University of Texas at Austin, was self-employed, and held roles at Bank of America and Merrill. He is the founder of EstateGuidePro LLC, an educational venture focused on wealth transfer topics such as estate planning and philanthropy. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset investment approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options for interested clients.

Jeremy Tung is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at PKS Investments, Victory Financial Group, Equitable Advisors, and Axa Advisors. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analyses to build model portfolios tailored across risk profiles.

Christopher Guzman is a financial advisor with HUB Investment Partners, LLC in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Advisors, Merrill, Bank of America, and Morgan Stanley. 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 strategies and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Grayson Downs is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining 49 Financial, he held roles at Sewell Automotive Companies and Texas A&M University. Outside of his advisory work, he is also a licensed insurance agent. 49 Financial serves a diverse client base, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

William Newbould is a CFP® professional with 32 years of industry experience. He has been with Cary Street Partners since 2013 and previously worked at Riverstone Wealth Management, Inc. for nine years. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, including ERISA retirement plan services and solutions tailored for state and municipal government entities and insurance company clients.

Garren Decker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. Outside of advisory work, Decker is involved in entrepreneurial ventures including ownership of a home inspection business and leadership roles in other financial and retirement services firms. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a framework that supports both discretionary and non-discretionary management.

Tyler Le Clair is an advisor at Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 licenses and has recent experience with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his advisory role, he worked in education at Wayne State College and Bennington High School. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Mary Grace Cooper is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she is involved with Whole & Equal Co., a health and wellness company where she provides coaching and nutrition advice. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and fractional family office services. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation with a combination of fundamental, cyclical, technical, and behavioral analysis.

Samantha Owens is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for four years. Outside of her advisory role, she assists with planning and organizing reunions as Vice President of the Class of 2015 at Groesbeck High School. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

John Chatmas Jr. is a financial advisor at Waterloo Capital with 25 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Intelligent Wealth Solutions, Kestra Investment Services, and Morgan Keegan & Company. Waterloo Capital is a multi-advisor SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and access to various sub-advisers, emphasizing long-term strategic allocations with ongoing monitoring and annual reviews.

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.

Michelle Varner is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase, Cetera, First Fidelity Bank, and Citigroup Global Markets. 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 employs both active and passive investment strategies and integrates quantitative and qualitative analyses in its decision-making.

David Combs is a financial advisor at Kestra Private Wealth Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a managing partner at Canton Wealth Partners, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Klinton Kennedy is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Catalyst Retirement Solutions, where he provides retirement planning and insurance services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and nearly 20,000 client relationships.

Lauren Davis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. She previously spent 22 years at Edward Jones. Outside her advisory role, Davis manages an LLC related to her DBA and works as a financial consultant assisting clients with financial planning and insurance. 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 offers a wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized services such as annuity subaccount and 529 plan management.

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.