Clete Wegner

Robert Brown is the sole advisor at Brownsboro Financial, an independent registered investment adviser based in Lockhart, TX. He holds a Series 65 designation and has nine years of industry experience, including over ten years at Brownsboro Financial and Cottage Consulting Corp. Outside of his advisory work, Brown is involved in several non-investment businesses, including co-ownership of a pancake maker manufacturing company and a hospitality venture offering AirBNB-style accommodations, as well as participation in family ranch and commercial real estate businesses. Brownsboro Financial serves individual clients, including retail and high-net-worth households, providing discretionary portfolio management, third-party money manager recommendations, and comprehensive financial planning services. The firm primarily employs a passive investment approach using index funds and ETFs, with account supervision tailored to client-specific investment policies.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.

Kelsey Mullen is a financial advisor at Edward Jones in Lockhart, TX, holding a Series 66 designation. Mullen joined Edward Jones in 2025 and has prior experience in the hospitality and service industries. Outside of advising, Mullen is involved in event planning and participates in a business networking organization focused on establishing a local chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Irwin is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Edward Jones, Merrill, and Bank of America, among others. Outside of his advisory work, he is co-owner of Ni-Hi Enterprises LLC, which supports the business operations of Dauntless Wealth Management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party solutions.

Michael Hosford is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation before joining LPL Financial in 2021. Outside of his advisory role, he owns Lone Ranger Leasing, Inc., a company that leases equipment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.