Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each firm. Outside of his advisory work, Turner serves as President of the Ocean Reef Towers Board of Directors, addressing community issues. 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 supports a broad range of investment products and platforms while offering both discretionary and non-discretionary management arrangements.

Zachary Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he owns Dauphine Capital, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a broad range of investment products and specialized offerings.

Jose Monreal is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Mission Wealth Management, LP since 2020 and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial services industry, he worked at Buffalo Wild Wings for five years. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients. The firm offers customized wealth management and financial planning services, employing a range of investment strategies including ETFs, institutional funds, and alternative investments.

Micah Damrow is a financial advisor with 7 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Axa Advisors. Outside of financial advising, Damrow coaches high school basketball and serves as a deacon involved in community group leadership at The Austin Stone Community Church. 49 Financial serves individual and high-net-worth clients, trusts, estates, and corporations, offering financial planning, investment management, consulting, and fractional family office services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios with ongoing oversight of allocations and manager performance.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Waterloo Capital since 2018 and previously at Calton & Associates, Inc. and Raymond James & Associates. She is also a partner in HMI, LLC, an investment-related business involved with private equity. Waterloo Capital is a multi-team SEC-registered advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold approach supplemented by access to third-party sub-advisers and a wide range of investment tools.

Andrew Dalka is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Wealth Enhancement Group, and Ameritas Life Insurance Corp. Additionally, he is involved as an agent with Compass Risk Management and Patriot Growth Insurance Services. HUB Investment Partners serves a diverse range of institutional and individual clients, providing portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and utilizes both quantitative and qualitative manager screening.

Timothy Hummel is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at HUB Investment Partners, LLC since 2024 and previously spent 10 years at Millennium Advisory Services, Inc. He is based in Austin, TX. HUB Investment Partners serves a diverse client base, including institutional investors, corporate and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and thrift clients, including fixed-income management and asset/liability analysis.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. 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 supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Katherine Zamora is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Per Stirling since 2012 and is also associated with B. B. Graham & Co. outside of her primary role. 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 alongside comprehensive financial planning and consulting services.

Michael Zesati is a financial advisor at Larson Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LifePro Asset Management, Morgan Stanley, and Thrivent Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches alongside AI-assisted tools to support research and client service.

Richard Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He spent 28 years at Edward D. Jones & Co., L.P. prior to joining Kestra in 2023. Outside of his advisory role, Smith is president of Inspired Wealth Planning, an insurance business, and Central Planning Group. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

Zachary Grimes is a financial advisor at Lifeworks Advisors, LLC in Austin, TX, holding the Series 66 designation with four years of industry experience. His prior roles include positions at Kingswood Capital Partners, Texas Capital Bank Private Wealth Advisors, and Kestra Financial. At Texas Capital Bank, he also served in client services and banking officer roles. Lifeworks Advisors serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based investment framework with quantitative and fundamental analysis, utilizing low-cost diversified funds, independent managers, and AI-supported research, alongside close operational ties to tax and accounting capabilities.

David Davis is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Davis also manages a short-term rental property business outside of his advisory role. Aegis Capital Corp. serves individual and corporate clients with investment advisory, financial planning, brokerage, and related financial services, offering both discretionary and non-discretionary advisory relationships. The firm operates as both a registered investment adviser and broker-dealer, known for its active broker-dealer operations and multiple advisory program offerings.

Macy Hauptmann is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Kestra Advisory Services, HUB International, and TCG Advisory Services. Macy’s background includes a four-year period at the University of Texas at Austin. HUB Investment Partners serves a diverse client base, including individual and high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Connor Bartley is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2026. Prior to his advisory role, his background includes positions at Oakwood Capital Securities, Inc. and various employment outside the financial sector. 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, and tiered fractional family office services, employing a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

Jeffrey Dye is a CFP® professional with 20 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes roles at Global Retirement Partners, LPL Financial LLC, Commonwealth Financial Network, and Legacy Planning Partners. HUB Investment Partners serves a diverse client base, including institutional and individual clients, offering a range of portfolio management and retirement planning services. The firm employs a combination of active and passive investment strategies across various asset types and provides specialized services for banking and municipal clients.

Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms.

Theodore Lisa is a financial advisor at 49 Financial based in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked in roles at the University of Texas, Harbor View Hotel, Common Area Maintenance and Partners, and Phillips Exeter Academy. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory and offers model-based strategies managed through third-party platforms with ongoing oversight.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.