Eric Wylie is a financial advisor at Waterloo Capital with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Waterloo Capital in 2025, he worked at Element Retirement & Investment Consultants, L.L.C. for 14 years. Outside of his advisory role, he serves on several community and nonprofit committees, including the Board of Directors for the Corps of Cadets Association and as Chair of the Greater Brazos Partnership Committee. Waterloo Capital is a multi-advisor firm providing investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term strategic portfolios with fundamental analysis and periodic rebalancing, offering discretionary and non-discretionary management alongside additional services such as educational seminars and referrals for tax and lending solutions.

Jarrod Hix is a financial advisor at Waterloo Capital with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Element Retirement & Investment Consultants, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he serves as Treasurer and Secretary of the Rotary Club of Aggieland and is chairman of the Rotary District 5910 District Conference Planning Committee. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm focuses on customized, long-term strategic portfolios with fundamental analysis, offering both discretionary and non-discretionary management along with access to sub-advisers and various financial planning services.