Michael Voltin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. His prior roles include positions at Bank of America and Merrill from 2018 to 2024, as well as Axa Advisors from 2013 to 2018. Outside of his advisory work, he serves on the board of CoSource, Inc., a for-profit S corporation based in Dallas. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Michelle Varner is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase Bank, Cetera Investment Services, and First Fidelity Bank. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management, retirement planning, and advisory services that utilize both active and passive investment strategies across multiple asset classes.

David Combs is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance-related business. 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, planning, and retirement services, supporting advisor-managed accounts with access to multiple platforms and both in-house and third-party investment solutions.

Klinton Kennedy 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 Edward Jones for 14 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Catalyst Retirement Solutions, providing retirement planning and insurance consultation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.

Lauren Davis is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC, having joined in 2023 after 22 years at Edward Jones. Outside of her advisory role, she is a member of Hemo Muah, LLC, an entity managing her DBA for tax purposes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors. The firm serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering a range of services such as discretionary and non-discretionary accounts, financial planning, and retirement plan services.

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.

Gay Thompson is a CFP® and holds a Series 66 license with 16 years of industry experience. She is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc., where she has worked since 2018. Thompson also manages a non-investment-related business as a managing member of GM Northwest Holdings, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment approach that integrates fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to a range of objectives, offering comprehensive financial planning and consulting services.

Rhonda Harwell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked for Edward Jones from 2013 to 2025. Outside of her advisory role, she is a registered associate with Inspired Wealth Planning in Griffin, GA, and is also a commissioned notary. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory, planning, and retirement services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party managed solutions.

Jessie Timmins is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation to meet client objectives while offering a wide range of advisory and financial planning services.

Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he participates as a flag runner during Dallas Cowboys home games. 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, retirement-plan consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Amber Bell is a financial advisor at Per Stirling Capital Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Per Stirling Capital Management since 2017, with additional experience at Bb Graham & Company, Inc. Amber is also a registered representative at Bb Graham & Company, Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that combines fundamental, technical, cyclical, and statistical analysis to construct client portfolios.

Philip Hecker is a financial advisor with HUB Investment Partners, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at several firms including Global Retirement Partners, LPL Financial, and MassMutual. Hecker provides administrative support to Global Retirement Partners, an independent investment advisory firm. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

Kevin Cook is a financial advisor at Victory Financial with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Outside of his advisory role, he is involved in multiple family and business-related real estate ventures and serves on various nonprofit and community boards. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage portfolios ranging from aggressive to capital preservation.

Ryan Robaugh is a CFP® with 13 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior roles include positions at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and provides access to independent managers and private placement opportunities for accredited investors.

Bradley Phillips is a CFP® certificant with nine years of experience in the financial services industry. He is currently with The Mather Group, LLC, where he has worked since 2020. Prior to that, he was with Barnett Financial for four years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

John Wright is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds a Series 66 designation and has worked previously at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of advisory work, he is a licensed insurance producer in life, health, and disability insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting fee negotiation and third-party service platforms.

Madeline Blok is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license with one year of industry experience. Prior to joining 49 Financial, she worked for the University of Texas Recreational Sports for four years. Blok is also registered as a fixed insurance agent. 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 long-term, diversified asset allocation strategy based on a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Millennium Advisory Services and Fidelity Investments. His background also includes roles in education with Chesterfield County Public Schools and Longwood University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and employs both technical and cyclical analysis in its investment process.

Danielle Dykes is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. She holds the Series 65 designation and previously worked at Millennium Advisory Services, Inc. for 14 years. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.