Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.

Christopher Guzman is a financial advisor with HUB Investment Partners, LLC in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Advisors, Merrill, Bank of America, and Morgan Stanley. 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 and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Michelle Varner is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase, Cetera, First Fidelity Bank, and Citigroup Global Markets. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and integrates quantitative and qualitative analyses in its decision-making.

June Pinkney is a Series 65 licensed financial advisor with HUB Investment Partners, LLC, based in Austin, TX, and has two years of industry experience. Prior to joining HUB Investment Partners, she worked in consulting and sales roles, including at Beyond Branding Consulting and Mary Kay. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm integrates active and passive investment strategies and employs quantitative and qualitative manager evaluation.

Philip Hecker is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at several firms, including Global Retirement Partners, LPL Financial, MassMutual, and T. Rowe Price. Hecker also provides administrative support to Global Retirement Partners, an independent investment advisor firm. 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 employs a combination of active and passive investment strategies across various asset types and integrates quantitative and qualitative analysis in its decision-making process.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and three years of industry experience. His prior work history includes roles at Millennium Advisory Services, Fidelity Investments, and Chesterfield County Public Schools. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes a combination of active and passive investment strategies and employs both quantitative and qualitative analysis in its portfolio management.

Danielle Dykes is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. She holds the Series 65 designation and previously worked at Millennium Advisory Services, Inc. for 14 years. HUB Investment Partners provides investment management and retirement 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 and employs technical and cyclical analysis to align investments with client objectives and risk tolerances.

Harrison Mac Donald is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining HUB Investment Partners in 2021, he worked briefly at RBC Wealth Management and Core Spaces. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, institutions, and municipalities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Roy Smith III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2024, he spent 16 years at Millennium Advisory Services, including seven years at Millennium Capital Management. 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 strategies and employs technical and cyclical analysis to align investments with client objectives.

Dakota Staton is a financial advisor at HUB Investment Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and employs a fiduciary approach when advising retirement and IRA accounts.

Gary Smith is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Grace and Porta Financial Services, LLC and Oak Grove, LLC. He also works as an independent insurance agent with HUB International in Brighton, Michigan. 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 uses quantitative and qualitative methods for portfolio management.

Dominick Guiseppone Zucconi is a financial advisor at HUB Investment Partners, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining HUB Investment Partners in 2021, he worked at Equitable Advisors, Axa Advisors, Pasha Mediterranean, and Northwestern Mutual. HUB Investment Partners serves a wide range of institutional and individual clients, offering various portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

John Sturgis is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at HUB Investment Partners, LLC since 2021 and previously held roles at TD Ameritrade and Charles Schwab. HUB Investment Partners provides investment management and retirement planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Lisa Mc Millan is a financial advisor at HUB Investment Partners, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, Intuit, and Baker Ripley. Outside of her advisory role, she is involved in tax preparation volunteering and operates Chelsea's Catering and Bar Service as a bartender. HUB Investment Partners serves a diverse client base including institutional plans, public school districts, foundations, trusts, businesses, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers various portfolio management and consulting services tailored to both retail and institutional clients.

Eli Gary is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB Investment Partners, he worked at Wells Fargo Bank N.A. and Lowe's Companies Inc. over a combined five-year period. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Erin Lambert is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc., Commonwealth Financial Network, Integris Wealth Partners, and Bunting Capital Management. Before her advisory career, she was affiliated with Virginia Tech for four years. HUB Investment Partners serves a diverse client base including institutional plans, foundations, trusts, businesses, banks, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Patrick Mckiernan is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. He is also involved with HUB International in non-investment roles. HUB Investment Partners serves a diverse range of institutional and individual clients, offering 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 emphasizes quantitative and qualitative manager screening.

Eric Light is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining HUB in 2018, he worked at Merrill from 2010 to 2018 and TCG Advisors from 2018 to 2020. Outside of advisory work, he is the owner of TK Clinic LLC, a therapy business focused on ketamine-assisted therapy. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and incorporates quantitative and qualitative analyses in its manager selection and portfolio reviews.

Garrett Adams is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TCG Advisors, LP and Edward Jones. Outside of his advisory role, Garrett serves as a board member and treasurer of the nonprofit Ladder Alliance 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 allocations and offers a range of advisory solutions, including retirement plan services and access to third-party asset managers.

Sonya Spagnola is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 designation and six years of industry experience. She has worked at several firms, including Ameriprise, WealthPlan Advisors, and Stellar Capital Management. HUB Investment Partners serves a diverse client base, including institutional investors, corporate pension plans, public school districts, foundations, and high-net-worth individuals. The firm offers a range of portfolio management and financial planning services, combining active and passive investment strategies across multiple asset classes and utilizing both in-house and third-party managers.