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.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

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.

Clellan Hyatt is a financial advisor with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of finance, he is a partner in business management firms serving musicians and artists and serves as treasurer on the board of the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process utilizing multiple analysis methods and third-party platforms, and operates affiliated insurance and tax entities within a multi-team structure.

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.

Robert Thompson is a financial advisor with PFG Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Bank of America, Merrill, and Brighton Jones. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach incorporates firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Harrison Mac Donald is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked briefly at RBC Wealth Management and Core Spaces. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, institutions, and municipalities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Griffin Kent is a financial advisor at Mission Wealth Management, LP with three years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and held roles at The University of Texas at Austin and TIAA Financial Services. Mission Wealth Management is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services, utilizing a tiered service model and emphasizing long-term investment strategies that include alternative investments and third-party sub-advisors.

Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc., holding a Series 65 designation with nine years of industry experience. He previously worked at Blue Duck Wealth Management and Solomon Group Financial Services LLC. Outside of advising, he serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, tailoring recommendations based on client interviews and risk assessments.

Roy Smith III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2024, he spent 16 years at Millennium Advisory Services, including seven years at Millennium Capital Management. HUB Investment Partners provides investment management and financial 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 strategies and employs technical and cyclical analysis to align investments with client objectives.

Dylan Lewis is a financial advisor with Stephens in Austin, TX, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Stephens since 2001. Outside of his advisory role, he is a 50% owner and investor in a hair salon. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Samuel Hutchison is a CFP® and Series 65 professional with four years of industry experience. He has been with The Mather Group, LLC since 2019, following a brief tenure at Northwestern Mutual in 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Dakota Staton is a financial advisor at HUB Investment Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and employs a fiduciary approach when advising retirement and IRA accounts.

Gary Smith is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Grace and Porta Financial Services, LLC and Oak Grove, LLC. He also works as an independent insurance agent with HUB International in Brighton, Michigan. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative methods for portfolio management.

Kyle Meaux is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain strong financial plans aimed at helping them work toward their life goals. He has held multiple positions at Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, Workplace Planning Consultant I and II, Junior Business Analyst, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial planning and client service. Outside of work, Kyle's personal interests include the beach, comedy, football, movies, and traveling.

Blake Miller is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial, Blake attended Tulane University and worked at Saint Marys Hall. 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, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.