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.

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

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.

Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Merrill, Charles Schwab, and Synergy Wealth Solutions. He also serves as a Senior Client Service Specialist for Ascend Private Wealth Partners, where he provides general market insights and assists clients with transactions. Kestra Private Wealth Services delivers 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 specialized services through both discretionary and non-discretionary arrangements.

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.

Dean Specker is a financial advisor at Financial Gravity Family Office Services, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Bernard Tax and Bookkeeping and Forta Financial Group, Inc. Outside of advising, he operates an online merchandise business and serves as a CPA providing financial reviews for private companies. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of analytical approaches to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

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.