James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

William Brown is a Series 66-credentialed financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. Prior to joining Kestra in 2024, he worked at UBS Financial Services for seven years and held various roles including music performance and board memberships in nonprofit organizations. Outside of advisory, he is a paid singer involved in church music and serves on multiple nonprofit boards, including the Community Foundation of Northwest Mississippi and Kudzu Playhouse. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, delivering services via both discretionary and non-discretionary arrangements.

Dana Cabela is a financial advisor with 3 years of industry experience, currently affiliated with 49 Financial in Austin, TX. She holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy that integrates fundamental, cyclical, technical, and behavioral analysis, with an emphasis on mutual funds and ETFs and periodic portfolio rebalancing.

Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Austin, TX. Prior to this, she held roles at Per Stirling Capital Management, LLC, and worked at Fossil. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management services primarily for affluent individuals, families, and institutional clients. The firm focuses on customized, long-term investment strategies and offers a broad range of solutions including alternative investments and tax-aware trading.

Eric Light is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining HUB in 2018, he worked at Merrill from 2010 to 2018 and TCG Advisors from 2018 to 2020. Outside of advisory work, he is the owner of TK Clinic LLC, a therapy business focused on ketamine-assisted therapy. 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 employs both active and passive investment strategies and incorporates quantitative and qualitative analyses in its manager selection and portfolio reviews.

Joshua Paddock is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as CFO of the Carlos Rodn Foundation, a nonprofit board position involving financial oversight and governance responsibilities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a broad range of investment products and offers both discretionary and non-discretionary arrangements, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount and 529 plan services.

Daniel Roemerman is a financial advisor with Transce3nd LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Center Street Securities, Center Street Advisors, and Arete Wealth Advisors, among others. Outside of advisory work, he is the owner and CEO of Greenway Energy Solutions, a commercial and residential solar systems provider. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, retirement plan consulting, and standalone consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Irma Hampton is a financial advisor at Wealthcare Advisory Partners LLC with Series 63 and Series 65 licenses and 41 years of industry experience. She has worked at Wealthcare Advisory Partners since 2019 and previously held positions at Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Garrett Adams is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TCG Advisors, LP and Edward Jones. Outside of his advisory role, Garrett serves as a board member and treasurer of the nonprofit Ladder Alliance in Austin, Texas. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and offers a range of advisory solutions, including retirement plan services and access to third-party asset managers.

Sonya Spagnola is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 designation and six years of industry experience. She has worked at several firms, including Ameriprise, WealthPlan Advisors, and Stellar Capital Management. HUB Investment Partners serves a diverse client base, including institutional investors, corporate pension plans, public school districts, foundations, and high-net-worth individuals. The firm offers a range of portfolio management and financial planning services, combining active and passive investment strategies across multiple asset classes and utilizing both in-house and third-party managers.

Thomas Ivey III is a financial advisor at Victory Financial with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Victory Financial in 2025, he worked at Equitable Advisors from 2023 to 2025 and had previous roles at Crain Caton & James. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Henry Looney is a financial advisor at Waterloo Capital with one year of industry experience. He holds a Series 65 designation and has previously worked with Intelligent Wealth Solutions LLC, 16VC, and Northwestern Mutual, among others. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers services including direct investment management, financial planning, and access to third-party sub-advisers.

Tyler Nguyen is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB, he worked at Veripax Wealth Management, Inc and has held roles outside of finance, including at San Francisco State University and Renewal By Anderson. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Amy Colton is a financial advisor with Legacy Wealth Management, LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at Forefront Wealth Partners and LPL Financial. Outside of advisory work, she is a partner at Your Divorce Made Simple, providing divorce advice and mediation services, and is involved in educational efforts with Woman in Confidence. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu, including alternatives and illiquid investments, to tailor strategies according to clients' objectives and risk tolerances.

Larissa Boyd is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 certification and has recent experience working in education and music, including operating her own music business. Prior to joining 49 Financial in 2026, she worked in the education sector for over a decade and was involved with Texas A&M University and a community organization focused on early childhood. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm applies a disciplined, long-term investment approach that integrates fundamental and behavioral analysis, managing model portfolios with regular oversight and rebalancing.

Timothy Rodgers is a financial advisor at 49 Financial in Austin, TX, holding a Series 66 designation with eight years of industry experience. His career includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent and engages in the sale of variable products. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm’s investment approach is based on diversified asset allocation grounded in a derivative of Modern Portfolio Theory, with a focus on mutual funds and ETFs and ongoing behavioral coaching.

Cole Haddock is a Certified Financial Planner™ (CFP®) with four years of industry experience. He has worked primarily at Mission Wealth Management, LP since 2022 and previously spent eight years at Chevron. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management and financial planning. The firm employs long-term strategies across a range of investment vehicles and offers integrated services including discretionary portfolio management and risk management solutions.

Allison Howard is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. She has previously worked at Kestra Financial Inc., Joule Financial, and Radwan, Brown & Company. Prior to her advisory career, she spent seven years at Chick-fil-A. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting tailored to higher-net-worth and institutional clients. The firm employs a customized investment approach overseen by an Investment Committee and provides specialized services including option overlay and hedging strategies.

Christopher Hamilton is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years. Outside of advising, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, serving individual and institutional clients.

Gal Perlmutter is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he and his wife rent out their pool on an hourly basis through a peer-to-peer platform. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.