Alexander Garcia is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Stone Asset Management, Inc., Beyond U, Inc., and Wealth Analytics Partners, LLC. He is based in San Diego, CA. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Kalen Darling is a Series 65 credentialed financial advisor at HUB Investment Partners, LLC with six years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked for Mraz Amerine & Associates Inc. from 2019 to 2024 and held positions at Balboa Capital and two universities. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative analysis to guide investment decisions.

Jose Monreal is a CFP® professional with eight years of experience in financial advising. 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. Prior to entering the financial industry, he worked at Buffalo Wild Wings for several years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party strategies tailored to client needs.

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.

Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

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.

Zachary Grimes is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Kingswood Capital Partners, Texas Capital Bank Private Wealth Advisors, and Kestra Financial. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and accounting capabilities through affiliated entities.

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® with seven years of industry experience and is currently an advisor at HUB Investment Partners, LLC. Her prior roles include positions at Kestra Advisory Services, HUB International, and TCG Advisory Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies across various asset types and incorporates quantitative and qualitative manager screening in its process.

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.

Pamela Friedman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robertson Stephens. Her prior experience includes roles at Silicon Hills Wealth Management and teaching financial planning courses at The University of Texas at Austin. She is the founder of Divorce Planning of Austin, LLC, and has authored educational materials related to finance. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and planning services. The firm manages $8.76 billion in assets and utilizes in-house model portfolios, third-party managers, and a diverse set of investment tools.

Ryan Nelson is a financial advisor at Aspiriant, LLC in Austin, TX, holding Series 66 and Series 65 licenses with 11 years of industry experience. He has worked at Aspiriant since 2016 and previously held roles at First Allied Advisory Services, Wells Fargo Clearing, Wells Fargo Investments, and Equitable Advisors. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using asset allocation guided by internal capital market expectations and offers access to a range of investment vehicles, including proprietary mutual funds and private offerings.

Josef Ghaussy is a CFP® with eight years of industry experience, currently serving as an investment advisor at HUB Investment Partners, LLC. He has held roles at multiple firms including HUB Investment Advisors, Inc., SilverStone Asset Management Inc., and M Holdings Securities, Inc. Outside of his advisory work, he participates as an interest group leader with the Omaha Venture Group, assisting in nonprofit organization selection for potential funding. HUB Investment Partners serves a diverse client base including institutional investors, municipalities, foundations, and high-net-worth individuals. The firm employs both active and passive investment strategies across a range of securities and offers specialized services for banking and thrift clients, combining quantitative and qualitative approaches with routine portfolio reviews.

Robert Vassilev is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at Liquid To Lips, MKTG, North Italia, Texas A&M University Corpus Christi at RELLIS, and Westlake High School. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory services including retirement plan consulting and access to third-party asset managers.

Matthew Almquist is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at TCG Advisors, SALI Fund Services, Retail Insite, and educational positions at the University of Texas and Santa Fe Christian Schools. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory solutions through both proprietary and third-party platforms.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Adam Broughton is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, 3P Consulting, Inc. DBA Planning Better Lives, Independent Financial Group, LLC, and Ameriprise. Outside of his advisory role, he is also an author based in Driftwood, TX. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, institutional mutual funds, direct securities, and alternative investments.

Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. She has worked at Realta and its affiliated entities since 2018 and was previously with Cary Street Partners from 2013 to 2018. Outside of her advisory work, she is an investor and member of PHO Real Enterprises, an LLC holding private shares in a beverage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and asset allocation strategies across a range of investment types, offering in-house portfolio management, third-party manager programs, and retirement-plan consulting.