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Cynthia H
Series 65
Austin, TX
HUB Investment Partners, LLC
Cynthia Howell is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for 21 years. HUB Investment Partners provides investment management and retirement 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 strategies and employs technical and cyclical analysis to align investments with client objectives.
Jason D
CFP®, Series 63
Austin, TX
HUB Investment Partners, LLC
Jason Dahl is a CFP® with 21 years of experience in financial advising, currently with HUB Investment Partners, LLC. His prior roles include positions at AFS Financial Group, LLC and Commonwealth Financial Network. He holds a minority ownership interest in a holding company, Alp A. Atabek, LLC. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management, retirement planning, and advisory services. The firm employs both active and passive investment strategies across multiple asset types and maintains specialized service lines for banking and municipal clients.
Patrick F
Series 63, Series 65, Series 66
Austin, TX
HUB Investment Partners, LLC
Patrick Fay is a financial advisor at HUB Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at multiple HUB affiliated firms, including Hub International Investment Services, Inc., Hub Investment Advisors, Inc., and Hub International Great Plains, LLC. HUB Investment Partners serves a diverse client base including corporate pension and profit-sharing plans, public entities, foundations, trusts, banks, and both retail and high-net-worth individuals. The firm employs a blend of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients, incorporating quantitative and qualitative manager screening and AI-driven operational tools.
Doug E
CFP®, Series 63, Series 66
Austin, TX
HUB Investment Partners, LLC
Doug Eidd III is a CFP® professional with 18 years of industry experience, currently with HUB Investment Partners, LLC. He previously worked at TIAA-CREF from 2015 to 2026. HUB Investment Partners serves a diverse client base including institutional investors, retirement plans, foundations, trusts, and both retail and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and municipal clients.
Keaton C
Series 65
Austin, TX
HUB Investment Partners, LLC
Keaton Christian is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked with several organizations, including Texas Stars, TCG Advisors, and MVPIndex. His background also includes roles at the University of Texas at Austin and involvement with Scottish Rite Dormitory. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, 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.
Patrick M
Series 63, Series 65
Austin, TX
HUB Investment Partners, LLC
Patrick Maynor is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Merrill from 2015 to 2019 and has been with HUB Investment Partners since 2000. 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 allocations, using technical and cyclical analysis and regular portfolio reviews, and offers integrated advisory and consulting solutions through its affiliation with HUB International.
William S
Series 65
Austin, TX
HUB Investment Partners, LLC
William Suntrapak is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the Series 65 designation and has been with HUB Investment Partners since 2025. Prior to joining the firm, he was employed at the University of California, Berkeley and Clovis Community College. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banks and municipalities. The firm employs a combination of active and passive investment strategies and utilizes both internal and affiliated resources to provide comprehensive financial solutions.
Thomas D
Series 63, Series 65
Austin, TX
HUB Investment Partners, LLC
Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. 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 employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.
Jade W
Series 65
Austin, TX
HUB Investment Partners, LLC
Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 across various asset classes and maintains affiliations that support pension and institutional consulting.
Thomas S
CFP®, Series 65
Austin, TX
HUB Investment Partners, LLC
Thomas Siebers is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the CFP® designation and a Series 65 license, and has 10 years of industry experience. Prior to joining HUB Investment Partners, he spent nine years at Millennium Advisory Services, Inc. HUB Investment Partners serves a diverse group of clients including institutional investors, corporate pension plans, public entities, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.
George F
ChFC®, Series 63
Austin, TX
HUB Investment Partners, LLC
George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Horace Mann Investors Inc. and Horace Mann Companies, where he worked for five years. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 provides access to third-party asset managers.
David B
Series 65
Austin, TX
HUB Investment Partners, LLC
David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.
Karissa B
Series 65
Austin, TX
HUB Investment Partners, LLC
Karissa Brick is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation. She has been with HUB Investment Partners since 2023 and has prior experience at TCG, a HUB International Company, as well as roles at Ryan Sanders Sports Services and Texas A&M University. 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 and consulting services through affiliated entities.
Thomas V
ChFC®, Series 63
Austin, TX
HUB Investment Partners, LLC
Thomas Von Riesen is an investment advisor at HUB Investment Partners, LLC with 34 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures with Hub International affiliates and M Holdings Securities, where he has held roles spanning investment advising and senior executive positions. Outside of his advisory work, he serves as chairman of the MidAmerica Council for Scouts USA, overseeing financial stewardship of its endowment fund. 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 both active and passive strategies across multiple asset classes and incorporates quantitative and qualitative methods for manager screening and portfolio reviews.
Steven F
Series 63, Series 65
Austin, TX
HUB Investment Partners, LLC
Steven Fenner is a financial advisor at HUB Investment Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Millennium Advisory Services, Inc. and Millennium Capital Management of VA. HUB Investment Partners provides investment management and financial planning 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 employs a range of advisory platforms and fiduciary services.
Ciara H
CFP®, Series 65
Austin, TX
HUB Investment Partners, LLC
Ciara Hanratty is a CFP® with 13 years of industry experience, currently affiliated with HUB Investment Partners, LLC. She has held roles at Global Retirement Partners, LLC and HUB International since 2022, and previously worked at Wealthplan Advisors from 2011 to 2023. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized solutions for banking and municipal clients.
Antonio K
CFP®, Series 65
Austin, TX
HUB Investment Partners, LLC
Antonio Kitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. Prior to joining HUB, he worked for 14 years at Millennium Advisory Services. HUB Investment Partners serves a diverse client base that includes 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 strategies across multiple asset classes and offers specialized services for banking and municipal clients alongside a range of portfolio management and financial planning solutions.
Daniel D
Series 66
Austin, TX
HUB Investment Partners, LLC
Daniel Driver is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at TCG Advisors, LP and Ameriprise Financial Services, Inc. He is also a founding member of Driver Adams Capital LLC in Austin, Texas. 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 combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis to align investments with client objectives.
Timothy S
CFP®, Series 65
Austin, TX
HUB Investment Partners, LLC
Timothy Silver is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He is currently with HUB Investment Partners, LLC and previously spent 10 years at Millennium Advisory Services, Inc. based in Austin, TX. HUB Investment Partners serves a variety of institutional and individual clients, offering portfolio management, financial planning, and specialized services for corporate pensions, municipal plans, and banking institutions. The firm employs both active and passive investment strategies and utilizes quantitative and qualitative manager screening alongside routine portfolio reviews.
Michael C
Series 65
Austin, TX
HUB Investment Partners, LLC
Michael Camizzi is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation and 15 years of industry experience. His prior experience includes roles at Millennium Advisory Services, Inc. and Financeware Inc. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis to align investments with client objectives.
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