Robert Schilly is an investment advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Madison Avenue Securities, AE Wealth Management LLC, Kalos Capital, and National Planning Corporation. He serves as a board member of The John & Ellen Moriarty Foundation, a charitable family foundation. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation process informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Jennifer Taylor is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of her advisory work, she owns an indoor baseball and softball training facility where she oversees coaching staff and handles bookkeeping. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, and utilizes third-party model managers through AE Wealth Management’s platform.

Sean O'Riordan is a financial advisor at Kestra Private Wealth Services, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Kestra, he worked at Morgan Stanley Private Bank and Morgan Stanley for a combined total of over 10 years. Outside of his advisory role, he is the owner of TIGHT LINES FINANCIAL MANAGEMENT, LLC, a tax entity. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm offers access to a wide range of investment products and platforms, serving both individual and institutional clients with discretionary and non-discretionary arrangements.

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.

Betty Arias is a CFP® credentialed advisor with 37 years of industry experience. She has been with Waterloo Capital since 2018 and previously worked at Raymond James & Associates for five years. Arias is also a partner and advisor with MAM Group LLC dba AMG Wealth Advisors, where she manages client assets. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm emphasizes customized portfolios using fundamental analysis and a long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a broad range of investment tools.

Hayden Baker is an investment advisor representative at 49 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he coaches youth lacrosse as an offensive coordinator. 49 Financial serves a diverse client base ranging from individual retail investors to institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach supported by multiple analytical methods and maintains a formal fractional family office service for high-net-worth clients.

Girish Navare is a CFA® charterholder and financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Outside of his primary advisory work, he serves as Director of Investment Strategies at Eagle Harbor Advisors, focusing on portfolio management and investment due diligence, and is involved with Eagle Harbor Insurance, offering fixed insurance solutions. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a broad range of assets and offers diverse investment products and specialized services while overseeing advisor recommendations within an approved platform.

Joshua Huard is a financial advisor with Transce3nd LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Kalos Management, Kalos Capital, National Planning Corporation, and APU Partners, where he has also engaged in case design, client services, and insurance and fixed annuity sales. He is a minority owner and Investment Advisor Representative at Transce3nd and serves as a case design and operations specialist for related entities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm utilizes a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, implementing portfolios primarily through third-party models and money 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.

Lisa Hutter is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 license and has worked previously at firms including Morgan Stanley and Comerica Securities. Outside of her advisory role, she is president-elect of Congregation Agudas Achim and is involved in a commercial real estate business tied to a CrossFit gym. Legacy Wealth Management serves individual, charitable, and business clients by offering discretionary and non-discretionary portfolio management, financial planning, and related services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerances.

Brock Martin is a financial advisor with 5 years of industry experience, currently with 49 Financial. He holds Series 65 and Series 63 licenses and has prior experience at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advising, he is involved as a shareholder and ranch owner at Eagle Ranch Coke County LLC. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and 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.

Jacob Bruner is a financial advisor at Mariner Independent with a Series 65 credential and one year of industry experience. Prior to joining Mariner Platform Solutions and JOOY Wealth in 2026, he worked at Wells Fargo Bank for five years. His background also includes roles outside finance, such as involvement with YouthMinistry360 and Cypress Creek Church. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 advisors and offers integrated services including trust and institutional pension consulting affiliates.

Robert Yevchak is a financial advisor at Kestra Private Wealth Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors. Outside his primary role, he serves as Senior Vice President and Wealth Manager at Liberty Wealth Solutions, an independent registered investment advisor. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and provides a range of investment products and specialized services delivered primarily through advisor-managed accounts and various platforms.

David Riggenbach is a CFP® professional with 11 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2024, he worked at Edward Jones for nine years. He is also an elected council member for the Village of Whitehouse, Ohio. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a wide range of investment products and platforms, offering both discretionary and non-discretionary arrangements.

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.

Tyler Pace is a financial advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses and is new to the industry with no prior advisory experience. Outside of advising, he works as a fixed insurance agent and also engages in food delivery driving. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans by offering financial planning, consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy combining various analysis techniques and provides tiered fractional family office services along with access to third-party managers.

Faith Austin is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Baylor University and its Student Athlete Center for Excellence. She is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and employing a disciplined, long-term diversified investment approach rooted in Modern Portfolio Theory.

Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Charles Palmer IV is a CFP® with 22 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2023 after previously working at Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also the owner of Tight Lines Financial Management LLC, involved in receiving and distributing income from Kindred Wealth Partners. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services through advisor-managed accounts and third-party platforms.