Brooke Smith is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, Brooke held positions at Acme - Loquita, the University of California, Santa Barbara, and The Ritz Carlton Bacara, among others. Brooke also works as a licensed insurance agent. 49 Financial serves a diverse client base, including individual and institutional clients, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary 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.

Parker Teague is an advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments, among other roles. 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.

Zachary Baughman is a financial advisor at 49 Financial with a Series 65 license and one year of industry experience. Prior to joining 49 Financial, he worked at Viking Mergers and Acquisitions and has an academic background at California Polytechnic Institute and Orfalea College of Business. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach is based on diversified asset allocation combining multiple analytical methods and includes a formal fractional family office service for qualified clients.

Jaelyn Grimm is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, she worked at Lifetime Fitness and Nordstrom, and she studied at Anderson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Ashley Bourland is a financial advisor at 49 Financial with Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, PKS Investments, and Crest Insurance, as well as experience outside finance in the hospitality sector. 49 Financial serves individual and institutional clients with a range of financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates both proprietary and third-party model portfolios, offering tiered fractional family office services for high-net-worth clients.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he coaches youth lacrosse as an offensive coordinator. 49 Financial serves a diverse client base ranging from individual retail investors to institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach supported by multiple analytical methods and maintains a formal fractional family office service for high-net-worth clients.

Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Jack Bunter is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at The University of Nebraska Foundation and Freedom Clad Financial. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Brock Martin is a financial advisor with 5 years of industry experience, currently with 49 Financial. He holds Series 65 and Series 63 licenses and has prior experience at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advising, he is involved as a shareholder and ranch owner at Eagle Ranch Coke County LLC. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Matthew Foxhall is a financial advisor with 22 years of industry experience, currently affiliated with 49 Financial. He holds the Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. He also holds a role as an agent involved in the sales of fixed and traditional insurance products. 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 employs a disciplined, long-term, diversified asset allocation strategy informed by multiple analytical approaches and manages proprietary and external model portfolios with an emphasis on behavioral coaching.

Boston Prachyl is an investment advisor representative at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Oakwood Capital Securities and Thrivent Advisor Network. In addition to his advisory role, he is involved in insurance sales to assist clients with fixed insurance needs. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

Jacob Weingarten is a financial advisor at 49 Financial based in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory and offers tiered fractional family office services alongside access to third-party managers.

Tyler Pace is a financial advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses and is new to the industry with no prior advisory experience. Outside of advising, he works as a fixed insurance agent and also engages in food delivery driving. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans by offering financial planning, consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy combining various analysis techniques and provides tiered fractional family office services along with access to third-party managers.

Faith Austin is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Baylor University and its Student Athlete Center for Excellence. She is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and employing a disciplined, long-term diversified investment approach rooted in Modern Portfolio Theory.

Cole Pettis is a financial advisor at 49 Financial with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by multiple analytical methods and emphasizes behavioral coaching and portfolio rebalancing.

Rebecca Barnett is a financial advisor at 49 Financial with a Series 65 credential and no prior industry experience. Her background includes roles at Barrett Properties, Oconee Youth School of Performance, the University of Georgia, Rhythm Dance Center, and Walton High School. She has been involved in educational and performance organizations for several years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using mutual funds and ETFs, supported by an Investment Committee and client behavioral coaching.

Heath Siebel is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. His prior work includes roles at The Land Group Title Company, Cincinnati Reds, Cellular Sales, and co-ownership of DiOrios Pizza and Pub. Siebel is also a licensed fixed insurance agent. 49 Financial serves a range of 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.

David Farrell is an investment advisor representative at 49 Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Inc., AXA Advisors LLC, and Thrivent Advisor Network, LLC. In addition to his advisory role, he is also licensed as an insurance agent and conducts insurance sales as a separate business activity. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced 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.

Grace Mc Casland is a financial advisor at 49 Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of her advisory role, she occasionally works as a nanny for a high-profile family. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates behavioral coaching into its portfolio management.

Reilly Treadwell is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at Wofford College and Clemson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes a combination of proprietary and third-party investment models.