Clinton McCalla is a CFP® professional with 12 years of industry experience, currently serving at Wedmont Private Capital since 2026. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, Fisher Investments, and his own firm, Wealth Planning Company of Texas. He volunteers on the Lake Travis Independent School District CLASS Committee, engaging with local education leaders on policy feedback. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and primarily employs a passive, tax-aware investment approach with index funds and ETFs, supplemented by selective specialized strategies for qualified clients.

Lester Sack Jr. is a financial advisor with Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a partial owner of a nail polish wholesale and retail business and owns a commercial real estate property management company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products. The firm provides tailored investment strategies through various program structures and employs a range of analytic approaches, including fundamental and technical analysis as well as covered-call strategies.

John Szugyi is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial in 2023, he worked at firms including Equitable Advisors, AXA Advisors, and TD Ameritrade. Outside of his advisory work, he serves as Technical Director and Youth Pastor at Red Rocks Church Austin. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and various analyses, offering tailored portfolios and a range of financial planning and fiduciary services.

Michael Sanchez is a financial advisor at Flagship Harbor Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Flagship Harbor Advisors and LPL Financial since 2013. Outside of his advisory role, he is involved with Trestlebridge Capital, a related business entity. Flagship Harbor Advisors serves individuals, including high net worth clients, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages over $3 billion in discretionary assets and employs a range of strategies involving mutual funds, ETFs, individual securities, and third-party technology to deliver its services through a team of around 60 advisors.

Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Connor Greenberg is a financial advisor at Victory Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, LLC, and Garrison Financial. In addition to his advisory role, he is involved in health brokerage and the sales of fixed insurance products. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach that incorporates Modern Portfolio Theory, fundamental analysis, and behavioral insights to build model portfolios ranging from Aggressive to Capital Preservation.

Stephen Johnson is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Victory Financial Group serves a diverse client base, including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Doyle Tracer is a financial advisor at Victory Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors from 2010 to 2023. Outside of his advisory role, Tracer serves as a board member and Director of Sponsorships for the Bobcat Youth Football Organization, a nonprofit supporting youth football. 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, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Don Guess is a financial advisor with Calton & Associates, Inc. in Cedar Park, TX, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Calton & Associates since 2013. Outside of his advisory role, he serves as a director on the board of the Metropolitan Breakfast Club, a networking organization featuring weekly speakers. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options, alongside commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Benton Randle is a financial advisor with Wealth Watch Advisors, Inc., holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at Blue Duck Wealth Management and ongoing involvement with Money U, LLC and Solomon Group Financial Services, LLC. He is also a licensed insurance agent and works as an agent for LegalShield on a part-time basis. Wealth Watch Advisors serves a diverse clientele, including individuals, high-net-worth clients, pension plans, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical strategies, offering portfolio management, financial planning, and access to approved alternative private placements for accredited investors.

Jeremy Tung is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at PKS Investments, Victory Financial Group, Equitable Advisors, and Axa Advisors. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analyses to build model portfolios tailored across risk profiles.

David Hua is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at National Securities Corporation for 12 years before joining Arete Wealth Management LLC in 2022. Outside of his advisory role, Hua is a restaurant investor through SOM BO LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular monitoring.

Kevin Cook is a financial advisor at Victory Financial with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Outside of his advisory role, he is involved in multiple family and business-related real estate ventures and serves on various nonprofit and community boards. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage portfolios ranging from aggressive to capital preservation.

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.

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.

Zachary Zager is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Foundations Investment Advisors, Lakeview Retirement Planning, and AE Wealth Management, among others. Outside of his advisory roles, he is a partial owner of Southern Draw, a cigar sales business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform. The firm employs a strategic asset allocation approach with portfolio management options ranging from proprietary and third-party models to customized discretionary portfolios.

Tori Glass is a financial advisor at Victory Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at QuadCap Wealth Management, MML Investors Services, LLC, and MassMutual Life Insurance Co. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Benedict Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Victory Financial Group and PKS Investments since 2024 and previously spent a decade at Equitable Advisors. Outside of his advisory roles, he serves as CEO of 5TEN Stewards, a holding company primarily focused on running a financial services practice. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.

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.