Jennifer Akhlaghi is a CFP® with 20 years of experience in financial advising. She is currently with Root Financial Partners and previously worked at Global Financial Advisory Services, Inc., Rood Financial, LLC, Independent Financial Group, and Winkler & Rood. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to clients’ objectives and risk tolerance, while also offering specialized techniques and educational programming.

Bradley Hoegler is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He worked at TD Ameritrade for 17 years before joining HUB Investment Partners in 2020. 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, employing technical and cyclical analysis and serving as a fiduciary for retirement plans and IRAs.

Hudson Ruen is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has held prior roles at Spare Birdie, Premium Retail, and McMurry University. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, and municipal entities. The firm combines firm-managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives, offering a range of advisory solutions through multiple platforms.

Katia Palza is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent ten years at Silicon Hills Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and provides comprehensive investment management, financial planning, and retirement plan consulting services.

Paul Hunt is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Millennium Capital, LLC and Millennium Advisory Services, Inc. He was a member of Millennium Capital, LLC, a non-investment related entity that was dissolved in 2025. 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 employs a combination of internally managed model portfolios and customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Julie Lane is a financial advisor at HUB Investment Partners, LLC in Austin, TX, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TCG Advisors, LLC, a HUB International company, since 2022, following seven years at Voya Financial Advisors, Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, providing discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and integrates quantitative and qualitative approaches to manager selection and portfolio review.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He spent over three decades at Royal Alliance Associates, Inc. before joining Integrated Financial Planning Center LLC, where he worked from 2021 to 2022. Outside of advisory roles, Kuhs is involved in the sale of prepaid legal services through a sole proprietorship. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning services, employing an open-architecture investment platform that incorporates both affiliated and unaffiliated third-party managers.

Marcel Miu is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently with Core Planning in Austin, TX, where he has worked since 2026, following roles at Simplify Wealth Planning LLC and Cohen & Steers. Marcel also provides project-based consulting and serves as a subject matter expert advisor to a start-up technology company. Core Planning offers fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm offers a range of portfolio management and advisory services that combine active and passive strategies across various asset types, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.

Glenda Molina is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. She has worked at Waverly Advisors, LLC since 2023, following a decade at Silicon Hills Wealth Management and previous roles at FSC Securities Corporation and Edward Jones. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering a range of financial planning and investment management services.

Bobby Cowand is a financial advisor with Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Realta in 2018, he worked with Cary Street Partners and Riverstone Wealth Management, among other firms. Outside of his advisory role, he is the CEO and president of AirBubbles LLC, a business involved in buying, selling, and leasing aircraft and hangers, and he also owns businesses in event space leasing and music production. 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 emphasizes individualized advice and uses asset allocation across various investment types, operating platforms and third-party manager programs to serve a wide range of client needs.

Anthony Carpenter is a CFP® with 11 years of experience in financial services. He is currently an advisor at Facet Wealth and has previously worked at Raymond James, Fidelity Investments, and Charles Schwab. Outside of his advisory role, Carpenter owns and manages a rental property in Round Rock, Texas. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, operating under a flat subscription fee structure rather than traditional percentage-of-assets fees.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at MicroVenture Marketplace, Inc. for five years and Charles Schwab & Co., Inc. for two years. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors, offering a range of portfolio management and advisory services. The firm employs a blend of active and passive investment strategies and provides specialized services for banking and municipal clients.

Annette Findling is a CFP®-certified financial advisor at HighPoint Planning Partners with 33 years of industry experience. She has been affiliated with LPL Financial, LLC since 2013 and HighPoint Advisor Group, LLC since 2012. Outside of her advisory role, she is involved with Rich Women Rock as a speaker and blogger. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis and various investment vehicles, while utilizing multiple third-party and LPL-sponsored platforms.

Bradley Mayer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Benchmark Investments, H Beck Inc., and Ameriprise. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm’s investment approach includes an open-architecture platform that leverages third-party managers and integrates insurance-related account management alongside advisory and institutional consulting services.

Frederik Arroyave is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, RBC Capital Markets, and AIG. He is also involved with HUB International in a licensed administrative capacity. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering a range of investment management and retirement planning services. The firm employs a combination of active and passive strategies across multiple asset classes and provides specialized services to banking and municipal clients.

Justin Mendez is a CFP® with nine years of experience, currently serving as a financial advisor at Northern Trust Securities, Inc. since 2017. Prior to this, he worked at Northern Trust Bank from 2016 to 2017. Outside of his advisory role, he owns rental property but this activity is passive and unrelated to his investment work. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Jeremy Munden is a financial advisor with Midwestern Securities Trading Company, LLC based in Round Rock, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes roles at First National Bank Texas and a position at Iowa Central Community College. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management platforms.