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 previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc., holding a Series 65 designation with nine years of industry experience. He previously worked at Blue Duck Wealth Management and Solomon Group Financial Services LLC. Outside of advising, he serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, tailoring recommendations based on client interviews and risk assessments.

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 with Stephens in Austin, TX, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Stephens since 2001. Outside of his advisory role, he is a 50% owner and investor in a hair salon. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

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.

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 with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Grace and Porta Financial Services, LLC and Oak Grove, LLC. He also works as an independent insurance agent with HUB International in Brighton, Michigan. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative methods for portfolio management.

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 with one year of industry experience. Prior to joining 49 Financial, Blake attended Tulane University and worked at Saint Marys Hall. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

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 CFP® with 11 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC and B. B. Graham & Co. He has worked at multiple firms, including Midwest Financial Consultants, GF Investment Services LLC, and Richard W. Paul & Associates, LLC. 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 across about 1,074 clients, employing a team of around 30 advisors who design portfolios based on client objectives, risk tolerance, and time horizons.

Michael Widling is a Series 65 licensed advisor at Mission Wealth Management, LP with four years of industry experience. He previously worked at Pacific Rim Adventures Inc., Yardi Systems, and held academic roles at Sonoma State University, Allan Hancock College, and Cal Lutheran University. Mission Wealth Management is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services with an emphasis on long-term investment strategies and a range of institutional and alternative investments.

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 with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining Kestra in 2024. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and third-party solutions.

Dominick Guiseppone Zucconi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. HUB Investment Partners provides investment management and retirement 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, using technical and cyclical analysis alongside regular portfolio reviews, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

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 33 years of industry experience. He has held his current role at Stephens since 2001 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing tailored portfolio programs and committee-based oversight to meet client needs.

Dominic Conti is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and based in Austin, TX. He has been in the industry since 2017, with prior experience at World Financial Group, Inc., Fortis Digital Capital, Razorhorse Capital, and his own firm, Conti & Conti LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a range of clients, including individuals, retirement plans, trusts, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and a variety of analytical tools to support client objectives and risk management.