David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. 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 strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Rick Horton is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wealthplan Advisors, where he has worked for 17 years. HUB Investment Partners serves a diverse client base including institutional investors, public entities, businesses, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across multiple asset types and offers a range of portfolio management and consulting services tailored to various client needs.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, including prior roles at Intrust Bank and LPL Financial. 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 blend of active and passive investment strategies and provides services through platforms such as HUB Advisor Connect and FinPath.

Alp Atabek is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network for 25 years and has been involved with AFS Financial Group, LLC and his own entity, Alp A. Atabek, LLC, for over a decade. Outside of advisory work, he is a part owner of MoneyNav, LLC, a company that develops software for retirement plan sponsors and participants. 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 combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives and risk tolerances, offering a range of portfolio management and advisory solutions.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Robert Huddleston is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Morgan Stanley, and E*TRADE Capital Management. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of services including portfolio management, retirement planning, and specialized consulting for banking and municipal clients.

Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services tailored to banking and municipal clients.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing 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 integrates quantitative and qualitative manager screening in its process.

Julia Rasell is a Series 66 credentialed advisor at HUB Investment Partners, LLC with three years of industry experience. She has held roles at HUB International Great Plains LLC and M Holdings Securities, Inc. since 2015. Rasell serves on the board of the Bekins Foundation, a charitable organization involved in reviewing and determining donation recipients. 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 a combination of active and passive investment strategies across various asset classes and employs both quantitative and qualitative methods in manager selection and portfolio reviews.

Olivia Demissie is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at HUB Investment Partners since 2023 and previously at Afs Financial Group, LLC since 2012. Olivia maintains a real estate license outside of her advisory role. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and institutional clients, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, corporate pension plans, 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.

James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Eric Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and serves as CEO and President of Champions For Learning, a nonprofit organization supporting education in Collier County. Prior to his current roles, he worked in public school districts, including Clear Creek ISD and Loudoun County Public Schools. 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 solutions through affiliated capabilities.

Brandon Bullock is a Series 65-credentialed financial advisor with eight years of industry experience. He has worked at HUB Investment Partners, LLC since 2026 and has held prior roles at HUB International Limited and Taylor Advisors, Inc., including the predecessor firm Taylor Advisors. HUB Investment Partners serves a diverse client base of institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized programs such as the Managed Asset Portfolio Program for municipal cash management. The firm uses a combination of active and passive investment strategies across multiple asset types and provides tailored services for banking and municipal clients.

Erik Hansen is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at GLOBAL Retirement Partners, Empower Advisory Group, and Massachusetts Mutual Life Insurance Company. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and defined contribution plan advisory services. The firm uses a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening, and provides specialized services for banking and municipal clients.

Bradley Hoegler is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He worked at TD Ameritrade for 17 years before joining HUB Investment Partners in 2020. 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 strategies, employing technical and cyclical analysis and serving as a fiduciary for retirement plans and IRAs.

Hudson Ruen is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has held prior roles at Spare Birdie, Premium Retail, and McMurry University. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, and municipal entities. The firm combines firm-managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives, offering a range of advisory solutions through multiple platforms.

Paul Hunt is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Millennium Capital, LLC and Millennium Advisory Services, Inc. He was a member of Millennium Capital, LLC, a non-investment related entity that was dissolved in 2025. 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 combination of internally managed model portfolios and customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Julie Lane is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. She previously worked at Voya Financial Advisors, Inc. from 2015 to 2022 before joining TCG Advisors, LLC, a HUB International company, in 2022. HUB Investment Partners provides investment management and retirement 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, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including 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 investment strategies across multiple asset types and offers specialized services for banking and municipal clients.