Patrick Pucher is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and has previously worked at LRT Capital, Deep Field Asset Management, Crowdout Capital, Blackgold Capital, and Northern Trust. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and public pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives.

Louis Perez is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at McCoys Building Supply and held various roles in retail and other sectors. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate pension and profit-sharing plans, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated companies.

Simon Miselis is a financial advisor at HUB Investment Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners since 2019, following eight years at Charles Schwab. Outside of his advisory role, he assists with maintenance projects for his wife’s property management company. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client goals.

Ryan Canales is a financial advisor with HUB Investment Partners, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Empower Wealth Advisors, Stonewater Wealth Management Inc., and MassMutual South Texas. He is also active as an insurance advisor specializing in life, disability, long-term care, and health insurance. HUB Investment Partners serves a diverse range of clients, including institutional investors and individuals, offering portfolio management, retirement planning, and defined contribution plan advisory services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

Steven Bazis is a financial advisor at HUB Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Nebraska Public Employees Retirement System, Sentinel Group, and CUNA Mutual Group. Bazis’s career also includes roles at Ameritas Life Insurance Corp, State Farm, and his own practice, Bazis Retirement Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement planning, and specialized services for banks and municipal clients. The firm utilizes a mix of active and passive investment strategies across multiple asset classes and emphasizes quantitative and qualitative manager evaluation in its investment process.

Cynthia Howell is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for 21 years. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Jason Dahl is a CFP® with 20 years of industry experience, currently serving at HUB Investment Partners, LLC. His prior experience includes roles at Commonwealth Financial Network and AFS Financial Group, LLC. He is a part-owner of Alp A. Atabek, LLC, a holding company. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, institutional clients, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Patrick Fay is a financial advisor at HUB Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at multiple HUB affiliated firms, including Hub International Investment Services, Inc., Hub Investment Advisors, Inc., and Hub International Great Plains, LLC. HUB Investment Partners serves a diverse client base including corporate pension and profit-sharing plans, public entities, foundations, trusts, banks, and both retail and high-net-worth individuals. The firm employs a blend of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients, incorporating quantitative and qualitative manager screening and AI-driven operational tools.

Doug Eidd III is a CFP® professional with 18 years of industry experience, currently with HUB Investment Partners, LLC. He previously worked at TIAA-CREF from 2015 to 2026. HUB Investment Partners serves a diverse client base including institutional investors, retirement plans, foundations, trusts, and both retail and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and municipal clients.

Brian Collins is a CFA® charterholder and financial advisor with HUB Investment Partners, LLC, based in Northbrook, IL. He has four years of industry experience and previously worked at Harbor Capital Advisors, Inc. for sixteen years and operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional investors, public entities, foundations, and individual clients. The firm employs both active and passive investment strategies across a range of asset classes and offers specialized services for banking and municipal clients.

Keaton Christian is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked with several organizations, including Texas Stars, TCG Advisors, and MVPIndex. His background also includes roles at the University of Texas at Austin and involvement with Scottish Rite Dormitory. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Patrick Maynor is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Merrill from 2015 to 2019 and has been with HUB Investment Partners since 2000. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis and regular portfolio reviews, and offers integrated advisory and consulting solutions through its affiliation with HUB International.

William Suntrapak is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the Series 65 designation and has been with HUB Investment Partners since 2025. Prior to joining the firm, he was employed at the University of California, Berkeley and Clovis Community College. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banks and municipalities. The firm employs a combination of active and passive investment strategies and utilizes both internal and affiliated resources to provide comprehensive financial solutions.

Ethan Looney is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HUB International (TCG Advisors), State Farm, and held various roles at The University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis to align investments with client goals.

Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.

Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies across various asset classes and maintains affiliations that support pension and institutional consulting.

Thomas Siebers is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the CFP® designation and a Series 65 license, and has 10 years of industry experience. Prior to joining HUB Investment Partners, he spent nine years at Millennium Advisory Services, Inc. HUB Investment Partners serves a diverse group of clients including institutional investors, corporate pension plans, public entities, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Horace Mann Investors Inc. and Horace Mann Companies, where he worked for five years. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and provides access to third-party asset managers.

David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.

Karissa Brick is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation. She has been with HUB Investment Partners since 2023 and has prior experience at TCG, a HUB International Company, as well as roles at Ryan Sanders Sports Services and Texas A&M University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory and consulting services through affiliated entities.