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 three years of industry experience. She previously worked at Edward Jones for 12 years before joining Kestra in 2025. Outside of advising, she serves as a registered associate at Inspired Wealth Planning and is a commissioned notary. 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 platforms, supporting both discretionary and non-discretionary arrangements.

Jessie Timmins is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Prior to joining Arax Advisory Partners in 2026, Timmins worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC, among other firms. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both traditional and alternative investments alongside AI tools and third-party analytics.

Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he participates as a flag runner for Dallas Cowboys home games. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning and investment management. The firm focuses on disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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 at HUB Investment Partners, LLC in Austin, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, MassMutual, and GWFS Equities. Hecker also provides administrative support to Global Retirement Partners. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement planning, and specialized services for banks and municipal clients. The firm uses a combination of active and passive strategies across various investment vehicles and employs quantitative and qualitative analysis to guide investment decisions.

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® licensed financial advisor with 14 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked 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, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

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 previously worked at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of his advisory role, he is a licensed insurance producer specializing in life, health, and disability insurance. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and maintains multiple affiliated businesses and platform relationships.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and three years of industry experience. His prior work history includes roles at Millennium Advisory Services, Fidelity Investments, and Chesterfield County Public Schools. 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 utilizes a combination of active and passive investment strategies and employs both quantitative and qualitative analysis in its portfolio management.

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 with Mission Wealth Management, LP, holding a Series 65 designation and four years of industry experience. His work history includes roles at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and related consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party resources to tailor portfolios to client needs.

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 at firms including CrowdStreet Advisors, Patrick Capital Markets, and Axiom Capital Management. He is the owner of JT Teeters LLC, an entity used for personal payroll and 401(k) management. Waterloo Capital is a multi-advisor SEC-registered firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning services, emphasizing long-term, strategic buy-and-hold allocations with ongoing monitoring and annual reviews.

Marc Carlson is a financial advisor with Wealth Watch Advisors, Inc in Austin, TX. He holds a Series 65 designation and has 10 years of industry experience. His prior roles include positions at Solomon Group Financial Services LLC and Blue Duck Wealth Management. Outside of advisory services, he is CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment strategies, offering portfolio management through third-party model managers as well as financial planning and consulting.

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 at Stephens with 34 years of industry experience. He has held his current position at Stephens Inc since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he has a 50% ownership interest in a hair salon in Austin, TX. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, and investment banking services supported by equity research and committee-driven asset allocation.

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.