Jack Bunter is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at The University of Nebraska Foundation and Freedom Clad Financial, and held various roles at FedEx and educational institutions. 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 tiered fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

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 at 49 Financial. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is involved as a shareholder and ranch owner at Eagle Ranch Coke County LLC. 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, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

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.

Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.

Barton Couch is a CFP® with 41 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior experience includes roles at Spicewood Oaks Advisors, Inc., Everbank, Couch Hallum Financial Group, LLC, and Securities America, Inc. He is also involved in side business activities including insurance sales and advisory services through related entities. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion for about 1,074 clients through a team of around 30 advisors and employs a combination of fundamental, technical, and statistical investment analysis methods.

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 with a Series 65 designation and less than one year of industry experience. His prior work includes roles at CIM Group, Rose Bowl Operating Company, and Brookside Golf Club, as well as various positions in education and community organizations including California Polytechnic University and the YMCA. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Tyler Pace is an advisor at 49 Financial based in Austin, TX. He holds Series 65 and Series 63 licenses but has no prior industry experience. Outside of advising, he works as a fixed insurance agent and has experience as a food delivery driver. 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, and family office services, employing a disciplined, long-term investment approach using diversified model portfolios primarily composed of mutual funds and ETFs.

Faith Austin is a Series 65-licensed advisor at 49 Financial with two years of industry experience. She previously worked at Baylor University, including a role at the Student Athlete Center for Excellence. Outside of her advisory work, Austin is also a licensed insurance agent. 49 Financial serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

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.

Chadwick Canine is a CFP® and CFA® with 20 years of industry experience, currently serving as Managing Director at JOOY Wealth and affiliated with Mariner Independent. His prior roles include positions at RSM US Wealth Management LLC and AdvicePeriod, LLC. He holds an elected position on the Wimberley ISD School Board and is founder and CEO of JOOY Consulting, a business consulting firm. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers portfolio management, model portfolios, and third-party manager access, with notable integration of institutional and retirement plan resources through affiliated entities.

Randall Klaiber is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2012 to 2023. Klaiber is also the owner of Tight Lines Financial Management LLC, a separate tax entity. 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. The firm offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements, supported by institutional and operational resources including an affiliated trust company and specialized third-party advisor relationships.

Lynn Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. Her career includes 30 years at Raymond James & Associates and six years at Stifel Nicolaus & Co Inc. She is the owner of Faust Wealth Management, an insurance advisory business, and serves on the Greenville Tech Foundation Investment Board. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and specialized services to individual and institutional clients, supporting both discretionary and non-discretionary arrangements.

Cole Pettis is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides both project-based and ongoing planning alongside discretionary portfolio management.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Jason Buckley is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Kestra in 2022. Outside of his advisory role, he serves as Vice President of the Board for Mitchell Road Sports Club and is a partner and Director of Client Experience at Provista Wealth Advisors, where he assists clients with financial planning and investment strategy. 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. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Keith Brandt is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked with Kestra and its affiliated entities since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch, where he raises and sells hay and cattle. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing selection within an approved product menu.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has one year of industry experience, including roles as a Junior Investment Analyst at both Waterloo Capital and Intelligent Wealth Solutions. Prior to his advisory career, he worked in various positions across different industries. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities with a minimum account size of $1 million. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios, comprehensive financial planning, and access to third-party sub-advisers using a primarily long-term, fundamental investment approach.