Joseph Bolling is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has diverse professional background including roles at American Campus Communities and Texas A&M University. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, combining mutual funds, ETFs, and third-party managers.

Ryan Botzong is a financial advisor with 5 years of industry experience, currently associated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked at Oakwood Capital Securities, Inc., 49 Wealth Management, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. Outside of advisory roles, he is also a licensed fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios and offers comprehensive services such as financial planning, investment management, consulting, retirement-plan consulting, and a tiered fractional family office program.

Wayne Schwartz is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Strategic Financial Concepts since 2011 and has worked as a self-employed life insurance agent since 1976. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management, utilizing model portfolios and third-party money managers, and is noted for integrating insurance-related activities within its multi-team advisory practice.

Jason Dahl is a CFP® with 20 years of industry experience, currently serving at HUB Investment Partners, LLC. His prior experience includes roles at Commonwealth Financial Network and AFS Financial Group, LLC. He is a part-owner of Alp A. Atabek, LLC, a holding company. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, institutional clients, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Patrick Fay is a financial advisor at HUB Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at multiple HUB affiliated firms, including Hub International Investment Services, Inc., Hub Investment Advisors, Inc., and Hub International Great Plains, LLC. HUB Investment Partners serves a diverse client base including corporate pension and profit-sharing plans, public entities, foundations, trusts, banks, and both retail and high-net-worth individuals. The firm employs a blend of active and passive strategies across various investment vehicles and offers specialized services for banking and municipal clients, incorporating quantitative and qualitative manager screening and AI-driven operational tools.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Matthew Rykulski is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also the managing partner of Polaris Private Wealth and CEO/owner of Macoer Investments, both investment-related businesses. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisors with multiple investment platforms and both in-house and third-party solutions.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment tools.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.

Whitney Dodson is a Series 65 licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, Whitney was involved in entrepreneurial and fulfillment ventures, including Dodson Dimensional Design and Fluffle Fulfillment, and has a background that includes time at the University of Texas at Austin. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients and institutions, providing financial planning, investment management, and a fractional family office program. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Bradford Borman is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Per Stirling since 2021, with prior experience at Custos Family Office and The University of Alabama. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that incorporates fundamental, technical, cyclical, and statistical analysis.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. His prior experience includes roles at Hilltop Securities Inc. and McBee Advisors. He is also involved with Tidewater Financial in an advisory capacity. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional organizations, offering a range of portfolio management, financial planning, and consulting services across multiple advisory platforms.

Doug Eidd III is a CFP® professional with 18 years of industry experience, currently with HUB Investment Partners, LLC. He previously worked at TIAA-CREF from 2015 to 2026. HUB Investment Partners serves a diverse client base including institutional investors, retirement plans, foundations, trusts, and both retail and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and municipal clients.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc., a freight forwarding logistics company. 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 offers a range of investment management and financial planning services, supporting advisor discretion while providing access to multiple platforms and managed solutions.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and two years of industry experience. He is also principal of Market Street Capital, a consulting services firm, and a partner at Market Street Health Partners I LLC, an independent sponsor involved in acquisitions of diagnostic laboratories. Prior to Waterloo Capital, he has been affiliated with Pickwick Capital Partners, LLC and Market Street Capital. Waterloo Capital is an SEC-registered multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a fundamental, long-term buy-and-hold approach, access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

Cami Engelbert is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and has been with 49 Financial since 2024. Engelbert is also affiliated as a Fixed Insurance Agent with the Financial Independence Group. 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, retirement-plan consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning through a multi-advisor team.

John Clements is a CFP® with seven years of industry experience currently affiliated with Brighton Jones LLC in Austin, TX. Prior to joining Brighton Jones in 2023, he worked at Durbin Bennett Private Wealth Management, LLC, and before that at Dean, Dorton, Allen, Ford, PSC. He also spent time traveling in South America in 2016. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, and other entities. The firm emphasizes a holistic, balance-sheet approach and offers a range of services including discretionary investment management, family office support, tax preparation, and access to private investment opportunities.

Lisa Garza is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Concorde in 2024. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

Bennett Woodward is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with Waterloo Capital Management since 2016 and simultaneously with Intelligent Wealth Solutions since 2019. Prior to that, he worked at Black Diamond Investment Partners LLC from 2010 to 2016. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages roughly $2.26 billion across 2,600 clients, offering customized portfolios through fundamental analysis and a long-term, buy-and-hold approach combined with access to third-party sub-advisers and a broad range of investment tools.