Joshua Teeters is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including CrowdStreet Advisors, Patrick Capital Markets, Parsonex Capital Markets, SC Distributors, Ascendant Alternative Strategies, and Axiom Capital Management. Outside of his advisory role, he is the owner and manager of JT Teeters LLC, a personal payroll and 401(k) entity. Waterloo Capital is a multi-team SEC-registered adviser 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 long-term, buy-and-hold strategy supported by fundamental analysis and diverse investment tools.

Blake Miller is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. Miller joined 49 Financial in 2026 and has no prior professional experience in the financial industry. Before entering the field, Miller was employed at Tulane University and Saint Marys Hall. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term asset allocation approach based on Modern Portfolio Theory and combining multiple types of analysis.

Dylan Clement is a financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance-related business, and owns a tax entity, Clement Financial LLC. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms.

Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. 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 supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is an advisor at Transce3nd LLC with a Series 66 license and three years of industry experience. His prior roles include positions at Madison Avenue Securities and Glory Mortgage. In addition to his advisory work, he is also licensed as a life and fixed annuities insurance agent. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis.

Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Merrill and Bank of America, and has been with Kestra since 2019. Outside of his advisory role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, FL. 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 broad range of investment products and delivers services primarily through advisor-managed accounts, third-party manager platforms, and wrap programs.

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Ashley Kempenski is a financial advisor at Transce3nd LLC with Series 66 credentials and one year of industry experience. Prior to joining Transce3nd, she has held roles at e3 Wealth, Madison Avenue Securities, and Hunter Industries. Kempenski’s background also includes several years connected to Texas State University and experience in education at Bremond High School and Middle School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He has worked at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of financial advising, he volunteers with 25 Giving, assisting nonprofits in developing charitable plans. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services.

James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

William Brown is a Series 66-credentialed financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. Prior to joining Kestra in 2024, he worked at UBS Financial Services for seven years and held various roles including music performance and board memberships in nonprofit organizations. Outside of advisory, he is a paid singer involved in church music and serves on multiple nonprofit boards, including the Community Foundation of Northwest Mississippi and Kudzu Playhouse. 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 access to a broad range of investment products and platforms, delivering services via both discretionary and non-discretionary arrangements.

Dana Cabela is a financial advisor with 3 years of industry experience, currently affiliated with 49 Financial in Austin, TX. She holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy that integrates fundamental, cyclical, technical, and behavioral analysis, with an emphasis on mutual funds and ETFs and periodic portfolio rebalancing.

Joshua Paddock is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as CFO of the Carlos Rodn Foundation, a nonprofit board position involving financial oversight and governance responsibilities. 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 a broad range of investment products and offers both discretionary and non-discretionary arrangements, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount and 529 plan services.

Daniel Roemerman is a financial advisor with Transce3nd LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Center Street Securities, Center Street Advisors, and Arete Wealth Advisors, among others. Outside of advisory work, he is the owner and CEO of Greenway Energy Solutions, a commercial and residential solar systems provider. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, retirement plan consulting, and standalone consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Lisa Allen is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Waterloo Capital Management since 2018 and has prior experience with Calton & Associates, Inc., Smart Money Group, LLC, and Planning Works, where she continues as a partner. Allen serves as a board member for Iota of Chi Omega Fraternity, overseeing financial reporting and providing guidance on money management for the nonprofit organization. Waterloo Capital is a multi-team SEC-registered advisory firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to third-party sub-advisers, managing approximately $2.26 billion across about 2,600 clients.

Henry Looney is a financial advisor at Waterloo Capital with one year of industry experience. He holds a Series 65 designation and has previously worked with Intelligent Wealth Solutions LLC, 16VC, and Northwestern Mutual, among others. 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, fundamental analysis approach to build customized portfolios and offers services including direct investment management, financial planning, and access to third-party sub-advisers.

Larissa Boyd is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 certification and has recent experience working in education and music, including operating her own music business. Prior to joining 49 Financial in 2026, she worked in the education sector for over a decade and was involved with Texas A&M University and a community organization focused on early childhood. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm applies a disciplined, long-term investment approach that integrates fundamental and behavioral analysis, managing model portfolios with regular oversight and rebalancing.

Timothy Rodgers is a financial advisor at 49 Financial in Austin, TX, holding a Series 66 designation with eight years of industry experience. His career includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent and engages in the sale of variable products. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm’s investment approach is based on diversified asset allocation grounded in a derivative of Modern Portfolio Theory, with a focus on mutual funds and ETFs and ongoing behavioral coaching.

Allison Howard is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. She has previously worked at Kestra Financial Inc., Joule Financial, and Radwan, Brown & Company. Prior to her advisory career, she spent seven years at Chick-fil-A. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting tailored to higher-net-worth and institutional clients. The firm employs a customized investment approach overseen by an Investment Committee and provides specialized services including option overlay and hedging strategies.

Christopher Hamilton is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years. Outside of advising, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. 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 offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, serving individual and institutional clients.