Michael Hostick II is a financial advisor at Live Oak Investment Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior firms include Raymond James & Associates, Cantella & Co., Inc., and Kovack Securities, Inc. Outside of advising, he is an owner of M3C Happy Place, LLC, a real estate venture. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, tailoring allocations and advice to client objectives, and is notable for advising other investment-adviser clients and providing participant-level educational services.

Michael Charles is a financial advisor at Live Oak Investment Partners in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of investment advisory, he serves as an independent official for high school swimming and diving meets and holds several community roles in Georgetown, TX, including vice chair of the Housing Advisory Board and secretary for the Planning and Zoning Commission. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm combines qualitative and quantitative research with internal analysis, emphasizing risk management and net-of-costs return measurement, and it is known for advising other investment advisers and providing participant-level educational services for retirement plans.

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates, Inc. and Cantella & Co., Inc. Outside of her advisory role, she is involved in insurance sales for non-securities products and fixed annuities. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multifaceted investment process with an emphasis on risk management and net-of-costs return measurement, and is notable for advising other investment advisers and offering participant-level educational services for retirement plans.