Douglas Da Palma is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 credential. He has under one year of industry experience and has held various roles prior to joining 49 Financial. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach primarily using mutual funds, ETFs, and selected third-party managers.

Steven Duchaine is a financial advisor at Stephens in Austin, TX, with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Stephens in 2023, he worked at AllianceBernstein and ChemPoint, among other firms. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Diane Dixon is a CFP® with 20 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She also manages business interests in manufacturing and marketing food products through Gens Du Monde, LLC, and develops interactive cookbook software with Keeper Collection, LLC. Additionally, she provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Reed Clemons is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. since 2015. He holds the Series 66 designation and is based in Austin, TX. Outside of his advisory role, Clemons serves as Treasurer for the nonprofit Rotary San Antonio, where he manages financial reporting and budgeting. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates for investment management and cash management features.

Dillon Hakes is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. He previously worked at Private Asset Management Inc for five years and UBS Financial Services for four years. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

Amy Fredritz is a financial advisor at Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Edward Jones from 2016 to 2024. Outside of her advisory role, she serves as Treasurer of the Marion Foundation board and as Vice President of the Marion Technical College Foundation board. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms.

Larry Lyons is a financial advisor with Transce3nd LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience and has worked with firms including Lyons Wealth Management and Madison Avenue Securities. Outside of his advisory work, he serves as chairman of the finance committee for First Redeemer Church and is a board member of Whispering Hope. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models via AE Wealth Management’s platform.

David Brandt is a CFP® professional with 26 years of experience in the financial services industry. He is currently an advisor at Kestra Private Wealth Services, LLC, where he has worked since 2020. Prior to Kestra, he spent 11 years with Ameriprise Financial Services, Inc. Brandt serves as Vice President on the board of the Highline Educational Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and specialized retirement plan services, supporting advisors with multiple platform options and both in-house and third-party managed solutions.

Elio King is a financial advisor with Bolton Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2010. King also owns and manages King Global Investments, LLC, an entity operating securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical trading and rebalancing.

Judy Moore is a financial advisor with Prospera Financial Services, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She has been with Prospera since 2000. Outside of her advisory work, she serves as an independent distributor for Youngevity, a company selling nutrition and skin care products, and volunteers as a precinct chairperson for a local nonprofit in Austin. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Steven Bazis is a financial advisor at HUB Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Nebraska Public Employees Retirement System, Sentinel Group, and CUNA Mutual Group. Bazis’s career also includes roles at Ameritas Life Insurance Corp, State Farm, and his own practice, Bazis Retirement Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement planning, and specialized services for banks and municipal clients. The firm utilizes a mix of active and passive investment strategies across multiple asset classes and emphasizes quantitative and qualitative manager evaluation in its investment process.

Roy Anderson is a financial advisor at 49 Financial with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Anderson is also active as an insurance agent with Financial Independence Group, providing fixed insurance products alongside his advisory role. 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 fractional family office services, using a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Scott Stevens is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Stevens serves as Secretary on the board of a neighborhood association. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services and investment platforms incorporating both discretionary and non-discretionary approaches.

Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. She has been with Kestra since 2014 and also works as a consultant providing investment, insurance, and financial planning services through an independent RIA. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services across multiple platforms while supporting independent advisor decision-making with supervisory oversight.

Cynthia Howell is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for 21 years. HUB Investment Partners provides investment management and retirement 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 strategies and employs technical and cyclical analysis to align investments with client objectives.

Madeline Mason is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. She has previously worked at Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP, and Fragomen, Del Rey, Bernsen & Lowery. Outside of advising, she is also a licensed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using model portfolios and third-party managers, along with both project-based and ongoing planning engagements.

Carsten Murgas is a CFP® with two years of industry experience, currently serving as a financial advisor at Facet in Austin, TX. Prior to joining Facet, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and employs discretionary asset-allocation programs that primarily utilize ETFs.

Michael Hazen is a financial advisor with Verity Asset Management in Austin, TX, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. His prior work includes roles at Cetera Financial Group and various affiliated firms. Outside of his advisory work, he serves as a volunteer chapter president for The Gideons International in Austin. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers, using a model-based investment process that features tactical asset allocation and both internally and externally managed strategies.

Kaili Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at multiple firms, including Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and Eqis Capital Management. Outside of advisory work, she is involved with Financial Gravity Enhanced Markets, LLC, where she dedicates part of her time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement investment strategies.