Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Vector Marketing and Lumenis, as well as involvement with Texas Christian University. Outside of advising, he works as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, diversified asset allocation using a combination of analytical approaches and manages proprietary and external model portfolios with ongoing behavioral coaching.

Micah Damrow is a financial advisor at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Purshe Kaplan Sterling Investments, Inc, AXA Advisors, and North Star Resource Group. Outside of his advisory role, he coaches high school basketball at Regents School of Austin and serves as a deacon involved in group ministry activities at The Austin Stone Community Church. 49 Financial serves a diverse clientele including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term asset allocation strategy informed by multiple analytical approaches and provides tiered fractional family office services along with access to third-party managers.

Connor Bartley is a Series 66-licensed advisor with 49 Financial in Austin, TX. He has been with Oakwood Capital Securities, Inc. since 2026 and previously held roles at Mizzen and Main, Absolute Recomp, Heaven's Bounty, and Tractor Supply Co. Bartley attended Texas Christian University from 2022 to 2026. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services.

Theodore Lisa is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. His work history includes academic and hospitality roles prior to joining the firm. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term, diversified asset allocation approach influenced by Modern Portfolio Theory. The firm offers tiered fractional family office services and employs proprietary and third-party model portfolios.

Zachary Hawkins is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and also works with 25 Giving, helping to develop charitable plans for nonprofit donors. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation, combining multiple analytical methods and emphasizing mutual funds and ETFs within proprietary and third-party model portfolios.

Trevor Stepan is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license. He has experience working at Kestra Financial and American Campus Communities, alongside roles in education and property management. His background includes several years at Cornerstone Christian Schools and involvement with Lanterra Properties. 49 Financial serves individual and institutional clients with financial planning, retirement‑plan consulting, and investment management, emphasizing disciplined, long‑term diversified asset allocation based on a combination of fundamental, cyclical, technical, and behavioral analysis.

Joshua Henson is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Neil Tjon Hing is a financial advisor with 11 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked with firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of investment advisory services, he also provides fixed insurance services. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Connor Bradley is an investment advisor representative at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also involved in fixed insurance sales and real estate transactions. 49 Financial serves a diverse client base that includes individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach based on a blend of fundamental, cyclical, technical, and behavioral analysis.

Robert Thomas is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investments, and Omni Hotels & Resorts. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach is grounded in a derivative of Modern Portfolio Theory, emphasizing diversified asset allocation, proprietary model portfolios, and behavioral coaching for clients.

Andrew Horton is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Uber Technologies Inc. He is also involved in providing fixed insurance services through his affiliation with 49 Financial. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Derrik Naegelin is a financial advisor at 49 Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kestra Investment Services, American Pacific Mortgage, and Primerica Advisors, among others. Outside of advising, he has experience as a fixed insurance agent and operated a nutrition business for three years. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services and access to third-party managers.

Ryan Rattay is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he held roles at Zoetis Inc. and worked at Baltusrol Golf Club. He is also contracted with 25 Giving, where he refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, estates, and corporations, offering financial planning, advanced planning, retirement-consulting, and investment management. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

Tyler Staniford is a financial advisor at 49 Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is also involved in insurance sales. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Roy Anderson is a financial advisor with 17 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds a Series 66 designation and has worked at firms including Charles Schwab, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Anderson is also involved in fixed insurance sales through the Financial Independence Group. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Madeline Mason is a Series 65-licensed financial advisor at 49 Financial with one year of industry experience. She previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP and Fragomen, Del Rey, Bernsen & Lowery. Outside of advisory work, she acts as a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and offers tiered fractional family office services for high-net-worth clients.

Joseph Bolling is a financial advisor at 49 Financial in Austin, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and American Campus Communities. Bolling is also licensed to sell fixed traditional insurance products. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Ryan Botzong is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.