Hunter Lloyd is a financial advisor with 13 years of industry experience, currently associated with 49 Financial. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. In addition to his advisory role, Lloyd is a licensed fixed insurance sales agent. 49 Financial is a multi-team advisory firm managing approximately $1.4 billion, serving individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and specialized family office services with a disciplined, long-term investment approach based on Modern Portfolio Theory and model portfolios.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Montgomery Fortenbaugh is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with three years of industry experience. His previous roles include positions at Portage Partners and Apogem Capital, along with experience at the University of Richmond. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios based on fundamental analysis and a long-term, buy-and-hold approach, along with access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

Sebastiano Vassallo is a Series 65-licensed advisor at Transce3nd LLC with two years of industry experience. He has worked with Transce3nd since 2023 and also holds roles at Madison Avenue Securities and E3 Wealth. Outside of finance, he owns Mayhem Trading Co., a collectibles retail business. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

Jeffrey Smith is a CFP® and ChFC® with 25 years of industry experience. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2020, following nine years at UBS Financial Services. Outside of his advisory role, he serves as a notary and volunteers on a community committee. 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 with a broad range of investment products and offers both discretionary and non-discretionary account management.

Kyle Robarge is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Madison Avenue Securities, Kalos Management, and National Planning Corporation. Outside of advisory roles, he is involved in music business management as an account manager and managing partner of entertainment business management firms. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, relying on strategic asset allocation supported by fundamental, technical, and quantitative analysis.

Corwin Davidson is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Transce3nd LLC and has previously worked at firms including Park Avenue Securities and Securities America Advisors. Outside of his advisory work, he is involved with an exit planning coaching service for business owners through Hill County Business Strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers investment management and financial planning, emphasizing strategic asset allocation supported by quantitative and fundamental analysis, and often utilizes third-party models and money managers.

Camryn Brown is a Series 65-licensed financial advisor with Kestra Private Wealth Services, LLC, based in Austin, TX, and has one year of industry experience. Prior to joining Kestra, Brown worked at Symphony Wealth Group and Fidelity Investments. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets across roughly 208 advisors. The firm offers a broad range of investment products and specialized services while supporting discretionary and non-discretionary account management.

Andrew Wilson is a Series 65 licensed financial advisor with 0 years of industry experience, currently working at 49 Financial since 2025. His prior roles include positions at ADP and Texas Christian University’s Sales Center. Outside of advising, he acts as a fixed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across a large advisory staff.

John Walker Smith is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he spent five years at the University of Mississippi and four years at Bowie High School. He also works as a fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs.

Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.

Nicholas Riotto is a CFP® professional with four years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM Holdings LLC, an online retail business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services.

Jeremy Wood is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Kestra and affiliated firms since 2019 and has been involved with Parkland Securities since 2014. Outside of his advisory role, he is a licensed insurance agent writing life and disability insurance policies and is a managing partner in related investment advisory and insurance businesses. 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 offers a broad range of investment products and specialized services, supporting discretionary and non-discretionary arrangements across approximately 208 advisors and nearly 20,000 client relationships.

Charles Smith is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC, having joined in 2022 after roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns an RV rental business where he prepares trailers for rental and educates renters on their use. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages a broad range of investment products and offers both discretionary and non-discretionary arrangements, supporting approximately 208 advisors and nearly 20,000 client relationships.

Dennis Laughlin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2019 before joining Kestra in 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, where he advises on budgeting and financial matters. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a broad range of investment products and platforms.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Kestra Private Wealth Services and Kestra Investment Services since 2014 and has been affiliated with Washington Wealth Management, LLC since 2012. Kestra Private Wealth Services 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 broad range of investment products and specialized services within a regulated framework.

Joseph Blackwell is a Series 65-licensed advisor at Waterloo Capital with one year of industry experience. Prior to joining Waterloo Capital, he has held roles in education and the service industry, including work at Vanguard College Preparatory School, Austin College, and Rudys Country Store and BBQ. Waterloo Capital is a multi-team SEC-registered adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers a broad range of investment tools alongside comprehensive financial planning and consulting services.

Jordan Cantrell is a Certified Financial Planner® with 12 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2026 after a 12-year tenure at Edward Jones. Outside of his advisory role, he is a part owner of a marina expansion project in Washington, NC. 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 as of the end of 2025. The firm serves individuals and institutions, offering a wide range of investment products and specialized services while overseeing advisor recommendations within an approved platform menu.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes positions at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities. He is also a co-founder and wealth advisor at Symphony Wealth Group, an insurance-related 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, managing approximately $13.45 billion in client assets. The firm offers access to a wide range of investment products and platforms, delivering services through advisor-managed accounts, third-party manager platforms, and specialized offerings such as annuity subaccount and 529 plan services.

Katherine Sung is a financial advisor at Per Stirling Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Generation Focus. Outside of her role at Per Stirling, she is also a registered representative at B. B. Graham & Co. Inc. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion in assets and delivers portfolio management and tailored planning through a team of about 30 advisors.