Ryan Niedbalski is a CFP® with 14 years of industry experience. He has been with Mission Wealth Management, LP since 2017 and previously worked at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset types and offers services including financial planning, portfolio management, and consulting through several tiered models.

Kyle Wilcutt is a financial advisor at Transce3nd LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Madison Avenue Securities and AE Wealth Management. He is also involved in marketing the advisory business under the name e3 Wealth and holds insurance licenses for fixed annuities and life insurance. Transce3nd LLC serves a broad range of clients, including individuals, foundations, trusts, estates, and institutions, providing 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 implementing portfolios via third-party models and managers.

Nicholas Bishop is a financial advisor with 8 years of industry experience, currently serving at 49 Financial. He holds Series 63 and Series 66 credentials and has worked at firms including Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and AXA Advisors, LLC. Outside of his advisory role, he has experience in the food service industry through a position at Rise Biscuits. 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, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2021. She is also involved in registered representative activities through Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms, including discretionary and non-discretionary arrangements.

Sean Nouveau is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and experience spanning several roles since 2016, including founding Nouveau Financial Services and involvement with Khalasar LLC. He joined CreativeOne Wealth in 2026 after working at IAMS Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios, using various analytical methods and investment vehicles, including ETFs, mutual funds, and select private investments.

Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary 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 across various asset classes and maintains affiliations that support pension and institutional consulting.

Thomas Siebers is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for nine years. HUB Investment Partners serves a diverse client base including institutional and individual investors such as pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive investing strategies across multiple asset types and offers specialized services for banking and thrift clients.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.

George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior experience includes roles at Horace Mann Investors Inc., METLIFE Investors Distribution Company, and HUB International Investment Services. HUB Investment Partners serves a broad range of institutional and individual clients, 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 maintains affiliations with related entities to provide consulting and advisory services.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and Beacon Financial Group. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that incorporates diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

Grace Hill is a financial advisor at Waterloo Capital with two years of industry experience. She holds a Series 65 credential and previously worked at The Monument Group and Amazon Logistics. In addition to her advisory role, she is a co-owner of Austin Clear Pool, a pool cleaning company, and serves on the board of the Psalm 89:1 Ministries women's ministry. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach, comprehensive financial planning, and access to a range of investment tools and third-party sub-advisers.

Morris Gottesman is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Gottesman serves on the advisory board of Jon Brumley Texas Venture Labs at the University of Texas and is involved with nonprofit organizations including the Anti-Defamation League and HeartGift. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal and external investment resources and offering unique performance-based fee arrangements for qualified investors.

David Booth is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation. He has worked in the financial industry since 2018, including roles at Dimensional Fund Advisors and Kovac Media Group. Prior to his financial career, he studied at the University of West London. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset classes and offers specialized services for banking and municipal clients, integrating both quantitative and qualitative approaches in their investment process.

Karissa Brick is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation. She has been with HUB Investment Partners since 2023 and has prior experience at TCG, a HUB International Company, as well as roles at Ryan Sanders Sports Services and Texas A&M University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory and consulting services through affiliated entities.

Dean Dillenberg is a financial advisor at 49 Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Oakwood Capital Securities. Outside of his advisory role, he serves as vice president of the Financial Independence Group and is involved with 25 Giving, a nonprofit referral organization assisting charities with donor charitable plans. 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 fractional family office services, emphasizing a disciplined, long-term, diversified asset allocation approach implemented through proprietary and platform model portfolios.

Thomas Von Riesen is an investment advisor at HUB Investment Partners, LLC with 34 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures with Hub International affiliates and M Holdings Securities, where he has held roles spanning investment advising and senior executive positions. Outside of his advisory work, he serves as chairman of the MidAmerica Council for Scouts USA, overseeing financial stewardship of its endowment fund. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes both active and passive strategies across multiple asset classes and incorporates quantitative and qualitative methods for manager screening and portfolio reviews.

Hunter Lloyd is a financial advisor with 13 years of industry experience, currently associated with 49 Financial. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. In addition to his advisory role, Lloyd is a licensed fixed insurance sales agent. 49 Financial is a multi-team advisory firm managing approximately $1.4 billion, serving individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and specialized family office services with a disciplined, long-term investment approach based on Modern Portfolio Theory and model portfolios.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Montgomery Fortenbaugh is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with three years of industry experience. His previous roles include positions at Portage Partners and Apogem Capital, along with experience at the University of Richmond. 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 portfolios based on fundamental analysis and a long-term, buy-and-hold approach, along with access to third-party sub-advisers, comprehensive financial planning, and educational seminars.