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.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. 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 fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at RFG Advisory since 2021 and previously at Lion Street Financial and Integrated Wealth Strategies. Outside of advising, she is an attorney involved in legal services and also holds insurance agent roles related to life, health, property, casualty, and equine insurance. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including tax-aware and risk-managed approaches, and serves a diverse client base with financial planning, portfolio management, and alternative investment options.

Frank Smith IV is a CFP® professional with 18 years of experience in financial advisory services. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, following seven years at National Securities Corp. Outside of his advisory role, he serves as treasurer for the Lost Creek Neighborhood Association in Austin, TX. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.

Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Michael Digaetano is a financial advisor with Secure Asset Management, L.L.C. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at Aurora Securities Inc, Independent Financial Group, and Summit Brokerage Services Inc. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on client-specific investment policy implementation with an emphasis on individual and plan-level consulting.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Charles Shepherd is a financial advisor with Truist Advisory Services in Austin, TX. He holds the CFP® and CFA® designations and has eight years of industry experience. Prior to joining Truist, he spent 12 years with Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies and emphasizes inter-affiliate integration, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Wyatt Sharpe is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Kestra Investment Services, LLC in 2023, he worked at Texas Christian University and Olathe Public Schools. He assists the lead advisor at Decidedly Wealth Management with financial advising and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Harmon is a CFP® with 13 years of industry experience, currently serving with Kestra Advisory since 2026. He previously worked at Commonwealth Financial Network and The Potter Financial Group. Harmon is also involved with Brotman Financial Group, where he provides holistic financial planning and investment management services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors and pooled employer plan solutions.

Denis Toth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Herbert J. Sims & Co. Inc., Northern Trust Bank, and JPMorgan Securities LLC. Outside of his advisory work, he is the creator of a YouTube channel focused on product reviews and life hacks. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Hersey is a financial advisor at Guardian Life with Series 65 and Series 63 credentials and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2022 and serves as Vice President of the Austin Spartans Alumni Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management using in-house and third-party strategies, including a hybrid digital advisory solution.

Gregg Stamler is an Investment Advisor Representative with Kestra Advisory Services, LLC, holding a Series 63 credential and bringing 12 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2013. Outside of his advisory role, Stamler is the owner of GCS Tax Service, where he prepares individual income tax returns for approximately 300 clients. Additionally, he serves as a Battalion Chief with the New York City Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large clients such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Jodi Patman is a financial advisor at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and J.P. Morgan Securities. Outside of her advisory role, she operates a resale business for clothing and personal goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and serving large institutional investors such as sovereign wealth funds.