Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he participates as a flag runner during Dallas Cowboys home games. 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, retirement-plan consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Amber Bell is a financial advisor at Per Stirling Capital Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Per Stirling Capital Management since 2017, with additional experience at Bb Graham & Company, Inc. Amber is also a registered representative at Bb Graham & Company, Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that combines fundamental, technical, cyclical, and statistical analysis to construct client portfolios.

William Alexander is a financial advisor with Transce3nd LLC, holding a Series 65 credential and bringing 17 years of industry experience. He previously worked at Brookstone Capital Management before joining Transce3nd in 2022 and is also a half-owner of Alexander Financial Management, an entity involved in annuity sales and investment advisory bookkeeping. Additionally, he is a licensed insurance agent for life, health, and long-term disability products. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and retirement plans, offering both discretionary and non-discretionary investment management alongside financial and retirement planning services. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and often implements portfolios through third-party model and money managers.

Ryan Robaugh is a CFP® with 13 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior roles include positions at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and provides access to independent managers and private placement opportunities for accredited investors.

Madeline Blok is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license with one year of industry experience. Prior to joining 49 Financial, she worked for the University of Texas Recreational Sports for four years. Blok is also registered as a fixed insurance agent. 49 Financial serves individual and 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 long-term, diversified asset allocation strategy based on a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

Clellan Hyatt is a financial advisor with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of finance, he is a partner in business management firms serving musicians and artists and serves as treasurer on the board of the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process utilizing multiple analysis methods and third-party platforms, and operates affiliated insurance and tax entities within a multi-team structure.

Robert Thompson is a financial advisor with PFG Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Bank of America, Merrill, and Brighton Jones. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach incorporates firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Griffin Kent is a financial advisor at Mission Wealth Management, LP in Austin, TX, with four years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm employs long-term strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

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 with one year of industry experience. Prior to joining 49 Financial, Blake attended Tulane University and worked at Saint Marys Hall. 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, utilizing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

Taylor Peterson is a CFP® with 11 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC and B. B. Graham & Co. He has worked at multiple firms, including Midwest Financial Consultants, GF Investment Services LLC, and Richard W. Paul & Associates, LLC. 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 across about 1,074 clients, employing a team of around 30 advisors who design portfolios based on client objectives, risk tolerance, and time horizons.

Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has been with Mission Wealth since 2022. His prior experience includes roles at Pacific Rim Adventures Inc., Yardi Systems, and several universities. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning with a focus on long-term strategies using a range of investment products and specialized services.

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 a Series 66-credentialed advisor at Transce3nd LLC with two years of industry experience. He has held positions at Transce3nd, E3 Wealth, Madison Avenue Securities, Glory Mortgage, and Mood Media. In addition to his advisory role, he is licensed as a life and fixed annuities insurance agent. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and offering both discretionary and non-discretionary investment management services.

Carol Sheffield is a financial advisor at Per Stirling Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Per Stirling in various capacities since 2011. Outside of her advisory role, Sheffield is co-owner of Sheffield Bookkeeping, LLC and serves as Vice President and Secretary of Garner Heating and Air Conditioning, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and specialized financial planning services, employing a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to diverse objectives.

John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at both Per Stirling Capital and B.B. Graham & Co., Inc. since 2016. Brem also serves as a registered representative at B.B. Graham & Co., a broker-dealer. Per Stirling Capital Management 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 across about 1,074 clients, employing fundamental, technical, and statistical investment analysis, including proprietary model portfolios managed by firm directors.

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.