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 at HUB Investment Partners, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Grace and Porta Financial Services, LLC and HUB International. Smith also works as an independent insurance agent for HUB International in Brighton, Michigan. HUB Investment Partners serves a diverse client base, including institutional and individual clients such as corporate pension plans, public school districts, foundations, and high-net-worth individuals. The firm employs a combination of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients.

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. Miller joined 49 Financial in 2026 and has no prior professional experience in the financial industry. Before entering the field, Miller was employed at Tulane University and Saint Marys Hall. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term asset allocation approach based on Modern Portfolio Theory and combining multiple types of analysis.

Michael Smith is a financial advisor with Infinity Financial Services Advisory in Cedar Park, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Titan Securities for six years and operates Smith Financial Group, where he sells fixed insurance products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytical methods and investment strategies, managing portfolios with an emphasis on clients’ goals, tax situations, and risk tolerance.

Andrew Creme is a CFP® professional with eight years of industry experience. He is currently with Victory Financial and has previously worked at Sagespring Wealth Partners, Scott Keffer International, Southwestern Investment Group, and Raymond James Financial Services. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Taylor Peterson is a financial advisor at Per Stirling Capital Management, LLC with 11 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes roles at Midwest Financial Consultants, Richard W. Paul & Associates, and GF Investment Services. Peterson is also a registered representative with B. B. Graham & Co. 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. The firm manages approximately $1.566 billion for over 1,000 clients and employs a team of about 30 advisors who deliver tailored portfolio management and planning based on clients’ objectives and risk tolerance.

Michael Widling is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 designation and has previously worked at Pacific Rim Adventures Inc., Yardi Systems, and several universities. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

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 15 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, COMPASS Bank, and J.P. Morgan Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates an open-architecture platform combining third-party technology and firm-sponsored strategies, with custody, banking, and market-making capabilities that distinguish it within the industry.

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.

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 at Stephens with 34 years of industry experience. He has been with Stephens Inc. since 2001. He holds Series 63 and Series 65 designations. 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 other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation, and it provides both discretionary and non-discretionary management across various wrap and advisory programs.

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.

Zachary Zager is a financial advisor at Triad Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Foundations Investment Advisors and AE Wealth Management. Outside of his advisory role, he is a partial owner of Southern Draw, a cigar sales business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering discretionary portfolio management, access to third-party managers, and customized investment solutions.

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.