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.

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.