Derrik Naegelin is a financial advisor at 49 Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Kestra Investment Services, American Pacific Mortgage, and Primerica Advisors. Outside of advising, he has experience as a fixed insurance agent. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Ryan Rattay is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he held roles at Zoetis Inc. and worked at Baltusrol Golf Club. He is also contracted with 25 Giving, where he refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, estates, and corporations, offering financial planning, advanced planning, retirement-consulting, and investment management. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

Parker Worley is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he held various positions including roles at The Green Lady Lounge, The Jayhawk Club, and The Slice of History. He is also active as an insurance agent for the Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with an approach based on diversified asset allocation and a combination of fundamental, cyclical, technical, and behavioral analysis. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios, emphasizing client behavioral coaching and periodic rebalancing.

Frank Lyles III is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he worked at QTS and T5 Data Centers, and has experience at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse clientele, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management, with an investment approach grounded in Modern Portfolio Theory and emphasizing long-term diversified asset allocation.

Tyler Staniford is a financial advisor at 49 Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is also involved in insurance sales. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Jack Stulack is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial in 2025, he worked at Caring Transitions in 2024 and was a full-time student from 2021 to 2025. He is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Mitchell Roper is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of investment advising, he is a licensed agent writing fixed insurance business. 49 Financial serves individual and institutional clients by providing comprehensive financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Roy Anderson is a financial advisor with 17 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds a Series 66 designation and has worked at firms including Charles Schwab, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Anderson is also involved in fixed insurance sales through the Financial Independence Group. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Ava Smagacz is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 designations with three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, Inc. She also provides fixed insurance services alongside her advisory work. 49 Financial serves individual and institutional clients with comprehensive financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by fundamental, cyclical, technical, and behavioral analysis, and offers tiered fractional family office services for high-net-worth clients.

Madeline Mason is a Series 65-licensed financial advisor at 49 Financial with one year of industry experience. She previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP and Fragomen, Del Rey, Bernsen & Lowery. Outside of advisory work, she acts as a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and offers tiered fractional family office services for high-net-worth clients.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities and PKS Investments. Outside of advisory roles, he assists nonprofits by referring them to 25 Giving to develop charitable plans. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement‑plan consulting, and discretionary and non‑discretionary investment management. The firm employs a disciplined, long‑term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis.

Joseph Bolling is a financial advisor at 49 Financial in Austin, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and American Campus Communities. Bolling is also licensed to sell fixed traditional insurance products. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Ryan Botzong is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

Whitney Dodson is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2026. Her prior experience includes roles in several businesses and institutions, including Dodson Dimensional Design and the University of Texas at Austin. 49 Financial serves individual and institutional clients with a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation approach, offering tiered fractional family office services and utilizing both proprietary and third-party model portfolios.

Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

Joshua Kennedy is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held various roles including multiple years in education and staffing at Aptive Pest Control. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term asset allocation strategy that integrates multiple analysis techniques and emphasizes mutual funds and ETFs.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and 10 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is involved in ranch ownership and maintenance, participates on the Southlake Parks and Recreation board, and is president of Health to Abundance, a group health insurance company. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Nathan Allen is a financial advisor with 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he has been involved as an associate with the Financial Independence Group, focusing on fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

Stephen Davis is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory services, he also provides fixed insurance services at 49 Financial. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm employs a disciplined, long-term diversified approach to asset allocation and integrates fundamental, cyclical, technical, and behavioral analysis in its investment process.

Chase Bertrand is an investment adviser representative at 49 Financial with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of his advisory work, he is the owner of Ranch Water Pool Co., a pool company based in Austin, TX. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers and legacy position implementation.