Elizabeth Mock Hernandez is a financial advisor at Waterloo Capital with 22 years of industry experience. She has held previous roles at Raymond James, Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she owns a business providing Spanish translation services and serves as president of a social impact platform as well as a board member of a nonprofit organization focused on service in Honduras. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a primarily long-term, fundamental analysis approach to build customized portfolios and offers a broad range of investment tools and financial services.

Steven Livitz is a financial advisor at Waterloo Capital with 19 years of industry experience. He has held positions at Ironclad Strategies LLC, Kestra Financial Securities, Inc., and SII Investments. Outside of his advisory role, Livitz is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, where he provides business consulting services. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm builds customized portfolios with a long-term, buy-and-hold approach, offering a range of investment tools and comprehensive financial planning services.

William Warrenburg is a Series 65-licensed advisor with Waterloo Capital in Austin, TX. He joined the firm in 2025 and has held various roles prior to his current position, including work in landscaping, senior living, and utility contracting. His industry experience is currently limited. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 51 advisors, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

Benjamin Fuller is a financial advisor with Waterloo Capital, holding a Series 66 designation and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Fuller is also a member of Masters Circle LLC, a real estate group, outside of his advisory role. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized investment management and financial planning, utilizing a long-term, buy-and-hold approach with access to a broad range of investment tools and third-party sub-advisers.

Raymond Goshert Jr. is a CFP® professional with one year of industry experience, currently serving as an advisor at Waterloo Capital. Prior to joining Waterloo Capital, he spent ten years at Walmart, Inc. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach, offering customized portfolio management, access to third-party sub-advisers, comprehensive financial planning, and a range of investment tools.

John Chatmas Jr. is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Waterloo Capital since 2011 and also worked at Intelligent Wealth Solutions from 2019 to the present. Waterloo Capital is an SEC-registered multi-team advisory firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm specializes in customized portfolio management using fundamental analysis and a primarily long-term, buy-and-hold strategy, supported by a variety of investment tools and integrated cash and lending solutions.

Ryan Roark is a financial advisor at Waterloo Capital with two years of industry experience. He holds a Series 65 designation and previously worked at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. Roark is also licensed in life and health insurance and serves as a paraplanner through Lighthouse Financial in Rogers, AR. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, employing a long-term, fundamental analysis-based investment approach with customized portfolios and access to third-party sub-advisers and a wide range of investment tools.

Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Lisa Allen is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Waterloo Capital Management since 2018 and has prior experience with Calton & Associates, Inc., Smart Money Group, LLC, and Planning Works, where she continues as a partner. Allen serves as a board member for Iota of Chi Omega Fraternity, overseeing financial reporting and providing guidance on money management for the nonprofit organization. Waterloo Capital is a multi-team SEC-registered advisory firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to third-party sub-advisers, managing approximately $2.26 billion across about 2,600 clients.

Henry Looney is a financial advisor at Waterloo Capital with one year of industry experience. He holds a Series 65 designation and has previously worked with Intelligent Wealth Solutions LLC, 16VC, and Northwestern Mutual, among others. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers services including direct investment management, financial planning, and access to third-party sub-advisers.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.