Brandon Lanz is a financial advisor with 10 years of industry experience, currently affiliated with 49 Financial. He holds a Series 66 designation and has previous experience with firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory roles, he is involved with 25 Giving, a charitable planning company focused on structuring donor contributions and partnering with nonprofits. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering a range of financial planning and investment management services. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

Collin Plotts is a financial advisor with 6 years of industry experience, currently with 49 Financial. He holds Series 66 and Series 63 licenses and has worked at firms including PKS Investments and AXA Advisors. Outside of his advisory role, he owns Ranch Water Pool Co, a pool company based in Austin, TX. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, with an emphasis on diversified asset allocation and behavioral coaching. The firm also offers fractional family office services and utilizes both proprietary and third-party model portfolios.

Mark Caldwell is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Transce3nd LLC. His prior roles include positions at Madison Avenue Securities, Kalos Capital, Royal Alliance, and National Planning Corporation. Caldwell is also involved as an agent at e3 Wealth, where he sells and services fixed life insurance and LTC fixed annuities. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes strategic asset allocation through fundamental, technical, and quantitative analysis and implements portfolios via third-party model and money managers.

Nadia Dickinson is a wealth advisor at Kestra Private Wealth Services, LLC with 40 years of industry experience. She has been with Kestra since 2014 and holds the Series 63 and Series 65 credentials. Outside of her advisory role, she is the founder and secretary of CATS ON PAWTROL, a charity focused on the trap, neuter, and return of feral cats, and serves as secretary-treasurer of the Alicia Dickinson Memorial Foundation, which works on preventing pet overpopulation. 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 offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across roughly 208 advisors and nearly 20,000 client relationships.

Crystal Reed is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 credential and beginning her advisory career in 2025. Prior to joining Waterloo Capital, she spent 12 years at Ferguson Fire & Fabrication. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and various entities. The firm manages approximately $2.26 billion across 2,600 clients through tailored portfolios that emphasize fundamental analysis and a long-term, buy-and-hold strategy, complemented by a diverse range of investment tools and financial planning services.

Benjamin Belanger is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2021. Outside of his advisory role, Belanger serves as managing partner of Bull and Bear Wealth Management and is the financial director for the Arizona Baseball Club. 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 individual and institutional clients with a broad range of investment products and specialized offerings, operating both discretionary and non-discretionary arrangements.

Jennifer Akhlaghi is a CFP® with 20 years of experience in financial advising. She is currently with Root Financial Partners and previously worked at Global Financial Advisory Services, Inc., Rood Financial, LLC, Independent Financial Group, and Winkler & Rood. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to clients’ objectives and risk tolerance, while also offering specialized techniques and educational programming.

Dylan Stafford is a financial advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their long-term financial goals. Dylan works closely with clients to develop flexible strategies that consider their unique financial situations and priorities, leveraging investment insights from Merrill and banking services through Bank of America. His areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, women and wealth, and retirement income. Dylan holds a Bachelor's Degree from the California State University System and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional commitments, Dylan values family life as a loving husband and father. He participates in community volunteer activities in line with the Merrill tradition and enjoys personal interests such as golfing, running, soccer, traveling, and watching movies.

Jacob Roos is an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, among others. Outside of his advisory role, he has experience in social media marketing and pressure washing businesses. 49 Financial serves a diverse client base that includes individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Caleb Kuhn is a financial advisor with 2 years of industry experience, currently with 49 Financial in Austin, TX. He holds Series 63 and Series 65 licenses and has worked at several firms, including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of his advisory roles, he is a licensed insurance agent providing fixed insurance services. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates a formal fractional family office service for high-net-worth clients.

Conner Haney is a financial advisor with 5 years of industry experience, currently with 49 Financial in Austin, TX. He holds Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of his advisory role, Haney coaches youth soccer teams through HTX Soccer. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm also offers fractional family office services and integrates multiple analytical approaches in its investment process.

Chad Benoit is an investment advisor representative with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Madison Avenue Securities, e3 Wealth, Royal Alliance, and National Planning Corporation. Benoit is also a treasurer and partner in a non-medical adult homecare service focused on assisting elderly individuals. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, charitable organizations, and institutions. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Louis Aquino is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Northwestern Mutual. He serves as a trustee for an irrevocable life insurance trust involving his family. 49 Financial provides services to individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm utilizes a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory and operates tiered fractional family office services.

Adam Steen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Kestra in 2024. Outside of his advisory work, Steen manages a working farm and hunting lease in Mississippi. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a wide range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across over 208 advisors and nearly 20,000 client relationships.

David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment for outdoor activities. 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 with a broad range of investment products and specialized offerings.

Megan Rahmes is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has previously worked at Merrill and Scottrade before joining Hilltop Securities in 2021. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates both third-party and firm-sponsored investment strategies.

Benji Mcleod Jr. is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. Prior to that, he worked for Bank of America and Merrill from 2013 to 2022. Outside of advisory services, he is the managing partner of Canton Wealth Partners, an insurance business, and owns a meat market grocery store in Georgia. 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, offering a broad range of investment products and specialized services within a framework that supports both discretionary and non-discretionary arrangements.

Sara Seely is a CFA® charterholder and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Waterloo Capital since 2022 and previously worked at Equistar Wealth Management for nine years. She serves on the investment committees of Hospice Austin Fund, Austin Committee Foundation, and Planned Parenthood Greater Texas. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach with customized portfolios and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Adam D'acierno is a Series 66 licensed advisor at Waterloo Capital with 12 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. Outside of advising, he works as a payroll and HR services consultant. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a fundamental, long-term investment approach and a broad range of strategies, including direct management, third-party sub-advisers, and integrated cash and lending solutions.

Eugene Mccarthy III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Kestra in 2019. Outside of his advisory role, Mccarthy serves as President of Candlelighters of Brevard, where he leads long-term strategic planning and supports external events, and he is also a member of the Holy Name of Jesus Endowment Development Committee. 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 wide range of investment products and offers both discretionary and non-discretionary account arrangements, with additional capabilities including annuity subaccount management and 529 plan services.