Joseph Bolling is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has diverse professional background including roles at American Campus Communities and Texas A&M University. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, combining mutual funds, ETFs, and third-party managers.

Ryan Botzong is a financial advisor with 5 years of industry experience, currently associated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked at Oakwood Capital Securities, Inc., 49 Wealth Management, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. Outside of advisory roles, he is also a licensed fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios and offers comprehensive services such as financial planning, investment management, consulting, retirement-plan consulting, and a tiered fractional family office program.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Matthew Rykulski is a financial advisor at Kestra Private Wealth Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Kestra since 2022, following prior roles at Bank of America and Merrill. Outside of Kestra, he is the managing partner of Polaris Private Wealth and CEO of Macoer Investments, Inc., both businesses involved in investment-related activities. 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. The firm serves individuals and institutional clients, offering a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment tools.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.

Whitney Dodson is a Series 65 licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, Whitney was involved in entrepreneurial and fulfillment ventures, including Dodson Dimensional Design and Fluffle Fulfillment, and has a background that includes time at the University of Texas at Austin. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients and institutions, providing financial planning, investment management, and a fractional family office program. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Bradford Borman is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Per Stirling since 2021, with prior experience at Custos Family Office and The University of Alabama. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that incorporates fundamental, technical, cyclical, and statistical analysis.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 credentials and 23 years of industry experience. His prior roles include positions at McBee Advisors and Hilltop Securities Inc. He is involved with Tidewater Financial as an investment advisor and owns two real estate properties. 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 offers a broad range of investment products and platforms, with specialized services including annuity subaccount and 529 plan management.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc, a freight forwarding logistics business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and two years of industry experience. He is also principal of Market Street Capital, a consulting services firm, and a partner at Market Street Health Partners I LLC, an independent sponsor involved in acquisitions of diagnostic laboratories. Prior to Waterloo Capital, he has been affiliated with Pickwick Capital Partners, LLC and Market Street Capital. Waterloo Capital is an SEC-registered multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a fundamental, long-term buy-and-hold approach, access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

Cami Engelbert is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and has been with 49 Financial since 2024. Engelbert is also affiliated as a Fixed Insurance Agent with the Financial Independence Group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning through a multi-advisor team.

Lisa Garza is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Concorde in 2024. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

Bennett Woodward is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with Waterloo Capital Management since 2016 and simultaneously with Intelligent Wealth Solutions since 2019. Prior to that, he worked at Black Diamond Investment Partners LLC from 2010 to 2016. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages roughly $2.26 billion across 2,600 clients, offering customized portfolios through fundamental analysis and a long-term, buy-and-hold approach combined with access to third-party sub-advisers and a broad range of investment tools.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Frost Financial Services and Frost Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing roughly $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Mark McAdams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ironclad Strategies LLC and Erben Associates, LLC. In addition to his advisory role, he is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a primarily long-term, buy-and-hold approach, integrating various investment tools and providing access to third-party sub-advisers and comprehensive financial planning.

William Gungoll is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, he spent 12 years at Edward Jones. He is the owner of Buffalo Capital Management, a business that provides comprehensive financial planning for individuals and small businesses. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 20,000 client relationships. The firm supports a wide range of investment products and specialized offerings, allowing advisors to tailor strategies within an approved menu.

Joshua Kennedy is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. Prior to joining 49 Financial, he worked in various roles at Aptive Pest Control and has a background in education, including positions at Texas A&M University and multiple schools. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach with proprietary and platform model portfolios.

Joseph Quartucci is a financial advisor with Transce3nd LLC, holding the ChFC® designation and SIE Series 63 and 65 licenses. He has 23 years of industry experience, with prior roles at Madison Avenue Securities, Kalos Management, Kalos Capital, and National Planning Corporation. Quartucci is a managing partner of e3 Wealth LLC and managing member of e3Tax LLC, which provides tax preparation and bookkeeping services. He also serves as a board member of Help One Now, a family reunification nonprofit. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process utilizing fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers on AE Wealth Management’s platform.