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, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 and has served as a partner and Director of Financial Planning at Provista Wealth Advisors. He is a volunteer CFO for the Carlos Rodn Foundation and was formerly involved with running baseball clinics through Play 4 Christ. 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 access to a broad range of investment products and specialized services, supporting both individual and institutional clients.

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 Series 65 licensed advisor with Waterloo Capital in Austin, TX, where he has worked since 2025. He has one year of industry experience and previously held roles at Intelligent Wealth Solutions LLC, 16VC, CaddieMaster, Lululemon, Northwestern Mutual, SNAG, CAVA, and completed his education at the University of Colorado, Boulder, and Mercersburg Academy. Waterloo Capital is an SEC-registered, multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and consulting, focusing on long-term, strategic buy-and-hold investment approaches with ongoing monitoring and client-specific investment restrictions.

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.

Robert Wilson is a Series 66-licensed financial advisor at MissionSquare Retirement with 11 years of industry experience. His prior positions include roles at Dimensional Fund Advisors, Charles Schwab, Fidelity Investments, TD Ameritrade, and Transamerica. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Cole Haddock is a CFP® and Series 65 credentialed advisor with four years of industry experience. He has worked at Mission Wealth Management, LP since 2022, following a prior role at Halbert Wealth Management, Inc. before joining the financial advisory field, he was employed at Chevron from 2012 to 2020. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment advisory services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a diverse range of asset types.

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.

Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.

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 with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.