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 holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc. and Thrivent Advisor Network, LLC. Outside of his advisory roles, he contributes to 25 Giving, assisting nonprofits with charitable planning initiatives. 49 Financial serves a diverse client base, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and oversees model-based strategies through third-party platforms combined with internal oversight.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 license with two years of industry experience. Prior to joining Mission Wealth Management in 2024, he worked at Ceera Investments LLC and the CFA Institute. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management services emphasizing customized, long-term strategies using ETFs, mutual funds, individual securities, and alternative investments, with discretionary account management and tax-aware trading.

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 at 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. 49 Financial serves a diverse client base with financial planning, investment management, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Austin, TX. Prior to this, she held roles at Per Stirling Capital Management, LLC, and worked at Fossil. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management services primarily for affluent individuals, families, and institutional clients. The firm focuses on customized, long-term investment strategies and offers a broad range of solutions including alternative investments and tax-aware trading.

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 Series 65-credentialed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, she worked in education and childcare, including roles at Hillsboro Independent School District and First Baptist of College Station Mother's Day Out. She is also the owner of Larissa Boyd Music LLC, an entrepreneurial venture started in 2020. 49 Financial serves a diverse client base with services that include financial planning, investment management, and retirement-plan consulting. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and offers specialized fractional family office services alongside model-based portfolio management.

Timothy Rodgers is a financial advisor with 8 years of industry experience, currently affiliated with 49 Financial. He holds the Series 66 designation and has worked at firms including Oakwood Capital Securities and Thrivent Advisor Network. Outside of advising, he is also a licensed fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, offering financial planning, investment management, and family office services. The firm follows a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and third-party sub-advisers.

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.

Financial planning is personal because life is personal. Whether you're building a business, preparing for retirement, navigating a career transition, or thinking about the legacy you'll leave, every important decision has financial implications. For more than two decades, I've helped business owners, executives, and successful families make those decisions with confidence through thoughtful planning, objective advice, and long-term relationships. I founded Vonera Wealth because I believe financial advice should be personal, objective, and built around relationships. As an independent advisor, and someone who has built businesses myself, I understand that financial decisions are rarely just about the numbers. They're about balancing opportunity with risk, taking care of the people who matter most, and creating more choices for the future. When we work together, you can expect straightforward conversations, practical guidance, and someone who takes the time to understand what matters to you before offering advice. Outside the office, I'm a husband, dad, entrepreneur, proud SMU graduate, and occasional golfer. I believe money isn't the goal, it's a tool that creates opportunities, provides peace of mind, and gives you the freedom to focus on what matters most.

Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and also holds roles at Kestra Investment Services, LLC and Washington Wealth Management, LLC. 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 assets across 208 advisors as of the end of 2025. The firm offers a broad range of investment products and specialized services, with a focus on advisor-managed accounts and operational support through its institutional affiliations.

David Carlock is a CFP® professional with 20 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. He previously worked for 15 years at Raymond James & Associates before joining Kestra in 2020. Outside of his advisory work, Carlock is involved in volunteer activities and manages a business entity, D Squared Tres LLC. 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 a wide range of investment products and services, including discretionary and non-discretionary accounts, third-party manager platforms, and specialized offerings, while maintaining institutional and operational support features such as an affiliated trust company.

David Tovey is a CFP® with 19 years of industry experience. He has been with Kestra Private Wealth Services, LLC since 2022 and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is the owner of Blue Shamrock, Inc., a pass-through entity, and serves as a board member for Russo Operational Consulting Group. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. 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 portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining Kestra in 2024, he worked at Bank of America and Merrill, accumulating extensive experience in financial services. He is also involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning, and is an owner/member of W.K.T.B. LLC, which supports his advisory activities. 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 individual and institutional clients with a range of investment products and specialized offerings while overseeing advisor recommendations within an approved product menu.