Thomas Von Riesen is an investment advisor at HUB Investment Partners, LLC with 34 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures with Hub International affiliates and M Holdings Securities, where he has held roles spanning investment advising and senior executive positions. Outside of his advisory work, he serves as chairman of the MidAmerica Council for Scouts USA, overseeing financial stewardship of its endowment fund. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes both active and passive strategies across multiple asset classes and incorporates quantitative and qualitative methods for manager screening and portfolio reviews.

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management 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, utilizing technical and cyclical analysis to align investments with client objectives.

Steven Fenner is a financial advisor at HUB Investment Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Millennium Advisory Services, Inc. and Millennium Capital Management of VA. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms and fiduciary services.

Ciara Hanratty is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked with Global Retirement Partners, HUB International, and Wealthplan Advisors. HUB Investment Partners serves a diverse client base including institutional and individual clients such as corporate pension plans, state and municipal retirement plans, foundations, trusts, banks, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients.

Theresa Ayers is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, World Financial Group, Lincoln Financial Distributors, and other firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate and public sector plans, and institutions. The firm combines internally managed model portfolios with customized strategies and offers an integrated advisory and consulting platform through its affiliation with HUB International.

Antonio Kitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he worked for 14 years at Millennium Advisory Services. HUB Investment Partners serves a diverse client base that includes institutional and individual investors such as corporate pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive strategies across multiple asset classes and offers specialized services for banking and municipal clients alongside a range of portfolio management and financial planning solutions.

Daniel Driver is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at TCG Advisors, LP and Ameriprise Financial Services, Inc. He is also a founding member of Driver Adams Capital LLC in Austin, Texas. HUB Investment Partners provides investment management and financial 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, employing technical and cyclical analysis to align investments with client objectives.

Timothy Silver is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He is currently with HUB Investment Partners, LLC and previously spent 10 years at Millennium Advisory Services, Inc. based in Austin, TX. HUB Investment Partners serves a variety of institutional and individual clients, offering portfolio management, financial planning, and specialized services for corporate pensions, municipal plans, and banking institutions. The firm employs both active and passive investment strategies and utilizes quantitative and qualitative manager screening alongside routine portfolio reviews.

Michael Camizzi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation and 15 years of industry experience. His prior experience includes roles at Millennium Advisory Services, Inc. and Financeware Inc. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis to align investments with client objectives.

Matt Escalante is a CFP® with three years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has been with HUB International since 2022 and has been affiliated with HUB Investment Partners since 2006. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, utilizing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Alisha Wesser is a CFP® with 16 years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. Her background includes roles at both investment and wealth management firms. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies and provides specialized solutions for banking and municipal clients.

Dawn Edwards is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at JPMorgan Securities LLC, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she pursues a weekend hobby selling antiques and personal items on eBay. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement planning, and advisory services. The firm employs a combination of active and passive investment strategies across multiple asset classes and maintains specialized services for banking and municipal clients.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at TCG Advisors, LP and National Life Group. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Laura Stenberg is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 credential and bringing 22 years of industry experience. Her previous roles include positions at MMA Securities LLC, Marsh & McClennan Agency LLC, Principal Securities Inc., and Principal Life Insurance Company. Outside of her advisory work, she owns and manages Dare to Move DBA Plane Junkie, a publisher and distributor of aviation and military art and collectibles. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Christopher Vanderkolk is a CFA® charterholder with 15 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at AFS Financial Group, LLC, Commonwealth Financial Network, and Pi Analytics. HUB Investment Partners serves a diverse client base including institutional investors, foundations, trusts, businesses, banks, and individual clients. The firm employs a combination of active and passive strategies across multiple asset types and provides specialized services for banking and municipal clients.

Samantha Kaufman is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Global Retirement Partners, AFS Financial Group, Commonwealth Financial Network, and Equitable Advisors among other firms. Outside of advising, she co-founded Nightmare Graphics, a graphic design business. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes quantitative and qualitative analyses to guide investment decisions.

Tyler Cox is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He has been with HUB Investment Partners since 2024. Prior to his advisory role, his background includes positions at Camp Peniel, Heb, and the University of Texas at Austin. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory solutions through both proprietary and third-party platforms.

Jeffrey Churba is a CFP® with 31 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes a decade at Putnam Investments and recent roles at Raymond James Financial Services and Santamaria Wealth Group. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed models with customized portfolios, using technical and cyclical analysis to align investments with client goals, and offers a range of advisory services through both in-house and third-party platforms.

Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Coleman Fox is a CFP® professional with two years of industry experience, currently affiliated with HUB Investment Partners, LLC. His prior roles include positions at Millennium Advisory Services, Inc, Virginia Community Capital, and several financial planning firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives.