Lisa Allen is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Waterloo Capital Management since 2018 and has prior experience with Calton & Associates, Inc., Smart Money Group, LLC, and Planning Works, where she continues as a partner. Allen serves as a board member for Iota of Chi Omega Fraternity, overseeing financial reporting and providing guidance on money management for the nonprofit organization. Waterloo Capital is a multi-team SEC-registered advisory firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to third-party sub-advisers, managing approximately $2.26 billion across about 2,600 clients.

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 Series 65-credentialed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, she worked in education and childcare, including roles at Hillsboro Independent School District and First Baptist of College Station Mother's Day Out. She is also the owner of Larissa Boyd Music LLC, an entrepreneurial venture started in 2020. 49 Financial serves a diverse client base with services that include financial planning, investment management, and retirement-plan consulting. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers specialized fractional family office services alongside model-based portfolio management.

Timothy Rodgers is a financial advisor with 8 years of industry experience, currently affiliated with 49 Financial. He holds the Series 66 designation and has worked at firms including Oakwood Capital Securities and Thrivent Advisor Network. Outside of advising, he is also a licensed fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, offering financial planning, investment management, and family office services. The firm follows a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and third-party sub-advisers.

Cole Haddock is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Mission Wealth Management, LP, where he has worked since 2022 following prior experience at Halbert Wealth Management and Chevron. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers customized wealth management services and employs a long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

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 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years before joining Kestra in 2022. Outside of his advisory role, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. 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, and businesses. The firm offers a range of investment management, financial planning, and retirement services, supporting advisor decision-making with various platform options and in-house and third-party solutions.

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.

Aashka Singh is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. She currently works at Facet and has previously been associated with firms including Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management, emphasizing a holistic approach through its Total Financial Life Resources framework and technology-driven features.

Financial planning is personal because life is personal. Whether you're building a business, preparing for retirement, navigating a career transition, or thinking about the legacy you'll leave, every important decision has financial implications. For more than two decades, I've helped business owners, executives, and successful families make those decisions with confidence through thoughtful planning, objective advice, and long-term relationships. I founded Vonera Wealth because I believe financial advice should be personal, objective, and built around relationships. As an independent advisor, and someone who has built businesses myself, I understand that financial decisions are rarely just about the numbers. They're about balancing opportunity with risk, taking care of the people who matter most, and creating more choices for the future. When we work together, you can expect straightforward conversations, practical guidance, and someone who takes the time to understand what matters to you before offering advice. Outside the office, I'm a husband, dad, entrepreneur, proud SMU graduate, and occasional golfer. I believe money isn't the goal, it's a tool that creates opportunities, provides peace of mind, and gives you the freedom to focus on what matters most.

Christian Salazar is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2026. His professional journey also includes experience as a Client Service Advocate at Ethos Financial Partners from 2021 to 2023, a Branch Manager Trainee II at One Main Financial between 2019 and 2021, and as an Agency Producer at Farmers Insurance from 2018 to 2019. In his role, Christian focuses on assisting clients and their families in growing their assets, protecting their wealth, making informed investment decisions, and streamlining their financial lives. He emphasizes the importance of creating financial plans tailored to each client's unique circumstances and values, supporting them in working toward their life goals. Outside of his professional responsibilities, Christian has interests in board games, fitness, food, parenthood, pets, and swimming.

Azam Jaber is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2013. Outside of his advisory role, he is a personal investor in commercial real estate projects in Leander, Texas. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, utilizing a range of investment strategies and proprietary products.

John Lindquist is a financial advisor with WORLD EQUITY GROUP, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Northview Advisors LLC, Quint Capital Corporation, and World Equity Group, and is involved with NorthView Capital Partners, where he oversees administration, supervision, and accounting. WORLD EQUITY GROUP provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and Kestra Investment Services since 2014. 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 advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan services, supporting advisors with various platforms and in-house and third-party managed solutions.

David Carlock is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at Raymond James & Associates for 15 years before joining Kestra in 2020. Outside of his advisory role, he is the owner and president of D Squared Tres LLC and has volunteered to support community events in San Antonio. 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 advisory and financial planning services, supporting client portfolios across multiple platforms while providing supervisory oversight and access to both in-house and third-party managed solutions.

David Tovey is a CFP® professional affiliated with Kestra Private Wealth Services, LLC, with 19 years of industry experience. He previously worked at Edward Jones for 16 years before joining Kestra in 2022. Outside of his advisory role, he is an owner of BLUE SHAMROCK, INC and serves on the board of Russo Operational Consulting Group. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services with access to multiple investment platforms, supporting independent advisor decision-making alongside supervisory oversight.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with tenures spanning 13 and 18 years respectively. Outside of his advisory role, he is involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, supporting independent advisor decision-making with access to various platforms and managed solutions.