Kimberly Ray is a financial advisor with Per Stirling Capital Management, LLC, holding 10 years of industry experience. She has been with Per Stirling since 2015 and previously worked at Advocare for 19 years. Outside of her advisory role, she provides continuing education through the Texas Real Estate Commission and promotes college scholarship and coaching services with Imagine Scholarships. Per Stirling Capital Management serves individuals, high-net-worth households, trusts, estates, and select institutions with discretionary investment management and financial planning. The firm employs a multi-advisor team approach and integrates fundamental, technical, cyclical, and statistical analysis to develop tailored portfolios.

Wesley Previant is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Global Retirement Partners LLC, LPL Financial, City National Bank, and RBC Capital Markets. HUB Investment Partners serves a diverse client base including institutional investors, corporate pension plans, and high-net-worth individuals. The firm utilizes a combination of active and passive investment strategies across various asset types, offering both discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Robert Thomas is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investments, and Omni Hotels & Resorts. Outside of investment advisory, he provides fixed insurance services. 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, consulting, and tiered fractional family office services, using a disciplined, long-term diversified asset allocation strategy primarily implemented through mutual funds, ETFs, and selected third-party managers.

Andrew Horton is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Horton is also licensed to provide fixed insurance services. 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 employs a disciplined, long-term investment approach using diversified asset allocation and model portfolios primarily composed of mutual funds and ETFs.

Derrik Naegelin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Kestra Investment Services, Primerica Advisors, and American Pacific Mortgage. Outside of advising, he has experience as a fixed insurance agent. 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, consulting, and family office services, utilizing disciplined, long-term diversified asset allocation strategies implemented through proprietary and third-party model portfolios.

Matthew Bowen is a financial advisor with Ausdal Financial Partners, Inc. in Austin, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Dimensional Fund Advisors and Tokio Marine HCC Surety. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory services with investment strategies tailored to each client’s objectives and employs multiple custodians while integrating third-party money managers and model portfolios.

Julian Scoglio is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 credential and has previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion in assets. The firm serves high-net-worth individuals, families, and institutional clients, offering wealth management, financial planning, and institutional retirement plan services through a tiered, customized service model.

Mary Miller is a CFP® credentialed financial advisor at Mission Wealth Management, LP with 18 years of industry experience. She has worked at Mission Wealth since 2023 and concurrently held positions at the University of Texas at Austin since 2016, as well as at Per Stirling Capital Management, LLC and B.B. Graham & Co. earlier in her career. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm employs a tiered service model tailored to client complexity and asset size, focusing on long-term investment strategies and offering services including wealth management, financial planning, and estate coordination.

Ryan Rattay is a Series 65 licensed financial advisor with 2 years of industry experience, currently with 49 Financial. Prior to joining 49 Financial, he has held positions at Zoetis Inc., Baltusrol Golf Club, and Clemson University. Outside of his advisory role, he contributes to 25 Giving, assisting nonprofits with developing charitable plans for donors. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary model portfolios primarily composed of mutual funds and ETFs.

Andrew Johnsen is a financial advisor at Waterloo Capital with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Titleist Asset Management and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a training facility focused on financial wellness and is involved in business coaching and an exotic car rental partnership. Waterloo Capital is a multi-team registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses a long-term, buy-and-hold investment approach supported by fundamental analysis and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Michael Frandsen is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. Before joining Kestra in 2026, he spent seven years at Edward Jones and five years at Nucor Steel. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory and asset management services across multiple platforms.

Richard King is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Equitable Advisors, and Bayou Bridge Capital Advisors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, direct indexing, tax-aware approaches, and alternative investments.

Patrick Pucher is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and has previously worked at LRT Capital, Deep Field Asset Management, Crowdout Capital, Blackgold Capital, and Northern Trust. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and public pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives.

Louis Perez is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at McCoys Building Supply and held various roles in retail and other sectors. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate pension and profit-sharing plans, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated companies.

Steven Battel is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also the managing director and wealth manager at Liberty Wealth Solutions, an affiliated insurance business. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and access to private fund placements, utilizing multiple advisory platforms and a range of investment products.

Richard Lewins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at RFG Advisory’s ARIV Wealth since 2021 and operates Lewins Law, a litigation law firm he founded in 2009. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion across more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, emphasizing risk-managed, tax-aware approaches and serving a broad client base including individuals, institutions, and investment companies.

Gary Baker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he teaches as an adjunct instructor at Washington University and is involved in leadership consulting and coaching services through his founding role at the Relational Advisor Organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed discretionary and non-discretionary accounts with a range of financial planning, consulting, and investment solutions across multiple platforms.

Tyler Staniford is a financial advisor with 8 years of industry experience, currently with 49 Financial. He holds a Series 66 designation and has previously worked at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of advising, he is also licensed as an insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and a tiered fractional family office program. The firm emphasizes a disciplined, long-term diversified asset allocation approach implemented through proprietary and platform model portfolios.

Simon Miselis is a financial advisor at HUB Investment Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners since 2019, following eight years at Charles Schwab. Outside of his advisory role, he assists with maintenance projects for his wife’s property management company. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client goals.

Keith Stinebaker is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at several firms including Kalos Capital, National Planning Corporation, and AE Wealth Management. Outside of advisory roles, he serves as president of L & S Capital Investments, a tax and accounting business. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.