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 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.

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.

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.

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.

Erin Lambert is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc., Commonwealth Financial Network, Integris Wealth Partners, and Bunting Capital Management. Before her advisory career, she was affiliated with Virginia Tech for four years. HUB Investment Partners serves a diverse client base including institutional plans, foundations, trusts, businesses, banks, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He has worked at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of financial advising, he volunteers with 25 Giving, assisting nonprofits in developing charitable plans. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services.