Connor Bartley is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2026. Prior to his advisory role, his background includes positions at Oakwood Capital Securities, Inc. and various employment outside the financial sector. 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 tiered fractional family office services, employing a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

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.

Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. 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 a range of investment products and platforms.

Theodore Lisa is a financial advisor at 49 Financial based in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked in roles at the University of Texas, Harbor View Hotel, Common Area Maintenance and Partners, and Phillips Exeter Academy. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory and offers model-based strategies managed through third-party platforms with ongoing oversight.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.

Nader Al Mooshi is a Series 66 licensed advisor with nine years of experience, currently associated with Kestra Private Wealth Services, LLC since 2023. Prior to Kestra, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank for a total of 12 years. He serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. He is also the founder of Mooshi Wealth Planning & Management. Kestra Private Wealth Services operates through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and advisory services to individuals and institutional clients, with both discretionary and non-discretionary arrangements.

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 65 and Series 66 licenses with 11 years of industry experience. He has been with Aspiriant since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm emphasizes customized investment programs and offers expanded family office capabilities including accounting, banking support, and specialized consulting.

Zachary Hawkins is a financial advisor with 11 years of industry experience, currently serving at 49 Financial. He holds Series 65 and Series 63 credentials and has previously worked with firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of his advisory role, Hawkins is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and is involved with 25 Giving, assisting in the development of charitable plans for nonprofit donors. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations, offering a range of financial planning and investment management services. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and provides both project-based and ongoing planning alongside discretionary portfolio management.

Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

William Krivicich is a CFA® charterholder with 27 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2019 following prior roles at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent advisory firm providing financial planning and asset management services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets, providing access to a broad range of investment products and specialized services while maintaining operational relationships that support retirement plans, insurance companies, and third-party adviser arrangements.

Josef Ghaussy is a CFP® professional with seven years of industry experience, currently serving as an investment advisor at HUB Investment Partners, LLC. He has held roles at several firms including HUB Investment Advisors, Inc., SilverStone Asset Management Inc, and M Holdings Securities, Inc. Outside of his advisory work, he is involved with the Omaha Community Foundation Giving Circle as an interest group leader, assisting with nonprofit funding decisions. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory 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.

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.

Ryan Zwarg is a CFP® professional with 27 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors over a combined 14 years. He is the founder and principal of Kingdom Private Wealth, a firm focused on wealth and investment management services. 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 about 208 advisors. The firm offers a broad range of investment products and specialized services, allowing advisors to select suitable platforms and products within Kestra’s approved menu.

David Barnett is a CFP® with 29 years of industry experience, currently serving as an advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2025, he worked at Bank of America and Merrill for over a decade. He is also a co-founder and managing partner of Ascend Private Wealth Partners, where he provides financial advice and operates the business. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages a broad array of investment products and platforms, offering discretionary and non-discretionary account arrangements.

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.

Adam Broughton is a CFP® professional 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, and 3P Consulting, Inc. He is also an author outside of his financial advisory work. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

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.