Whitney Dodson is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2026. Her prior experience includes roles in several businesses and institutions, including Dodson Dimensional Design and the University of Texas at Austin. 49 Financial serves individual and institutional clients with a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation approach, offering tiered fractional family office services and utilizing both proprietary and third-party model portfolios.

Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

Joshua Kennedy is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held various roles including multiple years in education and staffing at Aptive Pest Control. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term asset allocation strategy that integrates multiple analysis techniques and emphasizes mutual funds and ETFs.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and 10 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is involved in ranch ownership and maintenance, participates on the Southlake Parks and Recreation board, and is president of Health to Abundance, a group health insurance company. 49 Financial serves a diverse client base including individuals, trusts, 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.

Stephen Davis is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory services, he also provides fixed insurance services at 49 Financial. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm employs a disciplined, long-term diversified approach to asset allocation and integrates fundamental, cyclical, technical, and behavioral analysis in its investment process.

Chase Bertrand is a financial advisor with 8 years of industry experience, currently serving at 49 Financial. He holds Series 63 and Series 66 licenses and has worked at several firms, including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a pool company, Ranch Water Pool Co. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation. The firm provides tiered fractional family office services and combines multiple analytical approaches to portfolio management, favoring mutual funds and ETFs.

Richard Drucker is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed insurance agent. 49 Financial serves both individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, emphasizing a disciplined, long-term asset allocation approach. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios.

Benjamin Long is a financial advisor with 9 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds Series 63 and Series 65 licenses and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Axa Advisors, and Bank of America. In addition to his advisory role, he is also active as a fixed insurance sales agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm utilizes a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and offers tiered fractional family office services alongside access to third-party managers.

Colton Dunn is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Ariv Wealth and Auburn University. Dunn is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Nicholas Bishop is an investment advisor representative at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, he is also involved in insurance sales as a licensed agent. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and discretionary 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.

Dean Dillenberg is a financial advisor with 10 years of industry experience, currently with 49 Financial. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to his advisory role, he is involved with 25 Giving, where he refers nonprofits to develop charitable plans for donors. 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’s investment approach centers on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Hunter Lloyd is a financial advisor at 49 Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also involved with Oakwood Capital Securities and 49 Wealth Management. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Andrew Wilson is a Series 65 licensed financial advisor at 49 Financial in Austin, TX, with one year of industry experience. Prior to joining 49 Financial, he held roles at ADP and Texas Christian University’s Sales Center. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and provides tiered fractional family office services alongside access to third-party managers.

John Walker Smith is a financial advisor at 49 Financial in Austin, Texas, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at the University of Mississippi and Bowie High School. Outside of his advisory role, 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’s approach combines diversified asset allocation with fundamental, cyclical, technical, and behavioral analysis, and it provides tiered fractional family office services alongside access to third-party managers.

Zachary Baughman is a financial advisor at 49 Financial with a Series 65 license and one year of industry experience. Prior to joining 49 Financial, he worked at Viking Mergers and Acquisitions and has an academic background at California Polytechnic Institute and Orfalea College of Business. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach is based on diversified asset allocation combining multiple analytical methods and includes a formal fractional family office service for qualified clients.

Jaelyn Grimm is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, she worked at Lifetime Fitness and Nordstrom, and she studied at Anderson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. Outside of his advisory work, Baker serves as head coach and offensive coordinator for a youth lacrosse team in Austin, TX. 49 Financial serves a diverse client base, including 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.

Jack Bunter is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at The University of Nebraska Foundation and Freedom Clad Financial. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Brock Martin is a financial advisor at 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory career, he is involved as a shareholder and ranch owner with Eagle Ranch Coke County LLC. 49 Financial serves a diverse clientele including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning and investment management services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Jacob Weingarten is a financial advisor at 49 Financial based in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory and offers tiered fractional family office services alongside access to third-party managers.