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. He previously worked at Merrill from 2010 to 2018 and has been with HUB Investment Partners and Tcg Advisors since 2018. Outside of finance, he is an owner of TK Clinic LLC, a therapy business focused on ketamine-assisted therapy. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a blend of internally managed model portfolios and customized strategies, incorporating technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

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.

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.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Sonya Spagnola is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including Global Retirement Partners, Ameriprise, and WealthPlan Advisors. HUB Investment Partners serves a diverse client base including institutional investors, municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and financial planning services.

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.

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.

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 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.

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.