Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Pacific Rim Adventures Inc., Yardi Systems, and several academic institutions. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, typically long-term investment strategies using a variety of asset types and offers services including tax-aware trading, discretionary management, and ERISA retirement plan fiduciary support.

Andrew Warren is a financial advisor at Victory Financial with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors for 20 years and Purshe Kaplan Sterling Investments. Victory Financial Group serves individual clients, 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 diversified model portfolios, offering both 3(21) and 3(38) fiduciary plan management.

Hunter Sims is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Hilltop Securities in 2021, he worked at multiple BBVA entities including BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Compass Bank from 2014 to 2021. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, and retirement-plan consulting services. The firm offers an open-architecture platform with a range of managed account programs and specialized municipal bond strategies, combining adviser-managed and model-based investment solutions.

Dylan Clement is a financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance-related business, and owns a tax entity, Clement Financial LLC. Kestra Private Wealth Services, LLC offers 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 provides access to a wide range of investment products and platforms.

Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is a Series 66-credentialed advisor at Transce3nd LLC with two years of industry experience. He has held positions at Transce3nd, E3 Wealth, Madison Avenue Securities, Glory Mortgage, and Mood Media. In addition to his advisory role, he is licensed as a life and fixed annuities insurance agent. Transce3nd LLC 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, often implementing portfolios through third-party model managers and offering both discretionary and non-discretionary investment management services.

Dominick Guiseppone Zucconi is a financial advisor at HUB Investment Partners, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. HUB Investment Partners serves a wide range of institutional and individual clients, offering various portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

John Sturgis is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at HUB Investment Partners, LLC since 2021 and previously held roles at TD Ameritrade and Charles Schwab. HUB Investment Partners provides investment management and retirement planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Richard Alexander is a financial advisor with Stephens in Austin, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stephens since 2001. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a broad range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Dominic Conti is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Razorhorse Capital, Fortis Digital Capital, and World Financial Group, INC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Carol Sheffield is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 65 credential and 13 years of industry experience. She has worked continuously with Per Stirling since 2011 across various firm iterations. Outside of her advisory role, she is co-owner of Sheffield Bookkeeping, LLC, providing bookkeeping services, and serves as vice president and secretary of Garner Heating and Air Conditioning, Inc., an HVAC service company. Per Stirling Capital Management, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities, managing approximately $1.566 billion across about 1,074 clients. The firm employs a team of roughly 30 advisors and utilizes a combination of fundamental, technical, and statistical methods in its investment analysis, including three proprietary model portfolios managed by firm directors.

John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Merrill from 1998 to 2016 and concurrently serves as a registered representative at B.B. Graham & Co., Inc. since 2016. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities, managing approximately $1.566 billion across more than 1,000 clients with a team of about 30 advisors. The firm employs a combination of fundamental, technical, and statistical methods in portfolio construction and offers proprietary model portfolios while delivering tailored planning and management on a discretionary basis.

Tori Glass is a financial advisor at Victory Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at QuadCap Wealth Management, MML Investors Services, LLC, and MassMutual Life Insurance Co. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Ryan Klemm is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Summit Financial, LLC and has previously been employed at Range Finance, Inc., Compound Advisers, INC, and Yeske Buie Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet client preferences.

Lisa Mc Millan is a financial advisor at HUB Investment Partners, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, Intuit, and Baker Ripley. Outside of her advisory role, she is involved in tax preparation volunteering and operates Chelsea's Catering and Bar Service as a bartender. HUB Investment Partners serves a diverse client base including institutional plans, public school districts, foundations, trusts, businesses, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers various portfolio management and consulting services tailored to both retail and institutional clients.

Eli Gary is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB Investment Partners, he worked at Wells Fargo Bank N.A. and Lowe's Companies Inc. over a combined five-year period. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Merrill and Bank of America, and has been with Kestra since 2019. Outside of his advisory role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, FL. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and delivers services primarily through advisor-managed accounts, third-party manager platforms, and wrap programs.

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Ashley Kempenski is a financial advisor at Transce3nd LLC with Series 66 credentials and one year of industry experience. Prior to joining Transce3nd, she has held roles at e3 Wealth, Madison Avenue Securities, and Hunter Industries. Kempenski’s background also includes several years connected to Texas State University and experience in education at Bremond High School and Middle School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Benedict Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Victory Financial Group and PKS Investments since 2024 and previously spent a decade at Equitable Advisors. Outside of his advisory roles, he serves as CEO of 5TEN Stewards, a holding company primarily focused on running a financial services practice. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.