Elizabeth Odegaard is a financial advisor with 16 years of industry experience, currently affiliated with 49 Financial. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Thrivent Financial. Outside of her advisory work, she is a member-owner of a cooperative brewery in Minneapolis. 49 Financial provides financial planning, retirement-plan consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and trusts. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside access to third-party managers.

Grant Boren is a financial advisor with 10 years of industry experience, currently affiliated with 49 Financial. He holds the Series 66 designation and has worked at firms including Oakwood Capital Securities, Inc., 49 Wealth Management LLC, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and Axa Advisors, LLC. Outside of advisory services, he is also licensed as a fixed insurance sales agent. 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 investment approach centered on diversified asset allocation and behavioral coaching, alongside a formal fractional family office service for high-net-worth clients.

Mitchell Johnson is a financial advisor at 49 Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. His activities include roles as a fixed insurance sales agent and registered representative at multiple affiliated firms. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management through a disciplined, long-term diversified asset allocation approach. The firm offers tiered fractional family office services and utilizes both proprietary and third-party investment models, emphasizing client behavioral coaching and periodic rebalancing.

Cole Kershner is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he worked at Aquila Commercial and Upmerch, and also served as an assistant water polo coach at Longhorn Aquatics during summers. He is based in Austin, TX. 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 employs a disciplined, long-term investment approach grounded in diversified asset allocation and integrates multiple analytical methods with an emphasis on client behavioral coaching.

Hanna Wroblewski is a financial advisor at 49 Financial with two years of industry experience. She holds the Series 65 designation and has previous work experience with Friendship Village, World Wide Technology, and the University of Kansas. Outside of her advisory role, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-related organizations. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm offers tiered fractional family office services and combines fundamental, cyclical, technical, and behavioral analysis in its investment approach.

Sean O'Brien 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 Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as an insurance agent with the Financial Independence Group and is involved with 25 Giving, a nonprofit consulting organization. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm uses a long-term, diversified investment approach based on Modern Portfolio Theory, combining multiple forms of analysis and maintaining oversight through an Investment Committee.

Alfred Lopez is a financial advisor at 49 Financial with two years of industry experience. He holds a Series 66 designation and has worked at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investment, 49 Wealth Management, Axa, and Austin Stone. Outside of his advisory role, he serves as president of 25 Giving, a charitable planning company, and is a founding board member of the nonprofit RBI Austin. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach combining multiple analytical methods and provides tiered fractional family office services alongside access to third-party managers.

Jon Webb is a financial advisor with 49 Financial in Rogers, Arkansas, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, PKS Investments, Ameriprise, and 49 Wealth Management. Webb is also involved as a fixed insurance agent with the Financial Independence Group. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm focuses on a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Clayton Cross is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining 49 Financial, his work history includes roles at Celonis and Saltwater Cowboys, as well as periods as a college student. He is also a licensed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

Garrett Newberry is a financial advisor with 49 Financial in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. Outside of his advisory work, he is involved with 25 Giving, helping develop charitable plans for nonprofits, and participates in Master Networks, a professional networking organization. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a long-term, diversified asset allocation strategy grounded in Modern Portfolio Theory and provides tiered family office services alongside access to third-party managers and specialized legacy solutions.

Victoria Patrie is a financial advisor with 5 years of industry experience, currently associated with 49 Financial in Rogers, AR. She holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves individual and institutional clients by offering financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Kelli Mastel is a financial advisor at 49 Financial in Austin, TX, holding the Series 65 credential and beginning her career in 2026. Prior to joining 49 Financial, she worked at HOMAKER and Stone Co Climbing and has experience in education and community involvement, including a five-year tenure with the YMCA and operating a coffee business. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes proprietary model portfolios alongside third-party managers.

Jack Breen is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and TMF Group. Breen is also a licensed insurance agent, providing and implementing insurance strategies for clients. 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 strategy and provides tiered fractional family office services alongside access to third-party managers.

William Freidinger is an advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he worked in the hospitality sector at Chapter 6 - Rare Roots Hospitality and has educational experience from Furman University and Cannon School. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach, managing proprietary model portfolios and providing tiered fractional family office services.

Matthew Kinser is a financial advisor at 49 Financial in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial in 2026, he spent four years at the University of Alabama and seven years combined at Beauregard High School and Samford Middle School. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation, employing fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services.

Trenton Milner is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Starbucks and East Texas Baptist University. Milner is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, emphasizing diversified asset allocation and behavioral coaching. The firm offers tiered fractional family office services and uses a combination of proprietary and third-party investment models.

Caleb Killpatrick is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Texas A&M University and multiple church organizations. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment strategy centers on diversified asset allocation and incorporates fundamental, cyclical, technical, and behavioral analysis.

Olivia Shin is a financial advisor at 49 Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory roles, she is a published children’s book author and works as a spin cycle instructor. 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 approach using proprietary and external model portfolios, emphasizing mutual funds and ETFs over individual stocks.

Kristin Griffin is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to her advisory duties, she is involved in client operations and compliance management at Alongside, LLC. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy influenced by Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

Jace Engel is a financial advisor with 49 Financial in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by a combination of fundamental, cyclical, technical, and behavioral analysis.