Katherine Foster is a Series 65-licensed advisor at Arax Advisory Partners with approximately three years of experience, including roles at U.S. Capital Wealth and prior positions in educational institutions. Arax Advisory Partners serves a diverse client base ranging from individuals and high-net-worth clients to family offices and institutions, offering comprehensive wealth management and advisory services. The firm employs a fiduciary approach with a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

John Pesce is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Fairway Asset Management, LLC and TCG Holdings LP, where he served for over three decades. He serves on the advisory board for the Foundation 99 conference and is a board member of Care Solace, a mental health platform. HUB Investment Partners provides investment management and retirement planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

Ryan Jacobs is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has seven years of industry experience. Prior to joining HUB in 2024, he worked at Millennium Advisory Services, Inc. for eight years and has additional experience in retail management. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized strategies and utilizes a variety of platforms and third-party managers to meet client objectives.

Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes both internal and third-party asset managers.

Brett Grau is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Root Financial Partners and has held prior roles at Schwab Wealth Advisory Inc., Charles Schwab Bank, and Charles Schwab. Outside of his advisory work, Brett manages a vacation rental property in Tennessee as an Airbnb Superhost and assists with administrative tasks for a family friend's law practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm typically employs broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers specialized techniques and educational programming for select clients.

Cristhian Gonzales is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has been with TCG Advisors, LLC, a HUB International company, since 2019. Gonzales’s prior work includes roles related to education and involvement with the University of Texas. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual 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 goals.

Garrett Pittman is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63, Series 66, and Series 65 credentials and eight years of industry experience. He previously worked at Gallagher Fiduciary Advisors, Kestra Advisory Services, TCG Advisory Services, TCG Advisors, and Merrill. He participates on the Nationwide Consultant Advisory Council, providing feedback and insight on industry trends. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and high-net-worth individuals, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies across various security types and maintains specialized service lines for banking and municipal clients.

Javier Larrea is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Riverstone Insurance Agency, and Prudential Equity Group. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Brian Libby is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 credential and nine years of industry experience. Prior to joining HUB, he spent nine years at The Vanguard Group and has also operated as a self-employed advisor. Outside of his advisory work, he creates content on YouTube and owns a home and auto cleaning service. HUB Investment Partners serves a diverse range of institutional and individual clients, offering 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 investment strategies and engages in quantitative and qualitative manager screening to guide investment decisions.

Ana Romero is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at U.S. Capital Wealth Advisors, Business Financial Group, Commonwealth Financial Network, Legacy One Financial Advisors, Purshe Kaplan Sterling Investments, and Austin Financial Partners. In addition to advisory work, she has engaged in fixed insurance sales as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and sponsored wrap fee programs, employing both in-house teams and independent managers with a mix of traditional and alternative investments.

Jensen Lorea is a CFP® professional with three years of industry experience, currently with HUB Investment Partners, LLC. Prior to joining HUB, he worked at AFS Financial Group, LLC, and has a concurrent role as a Junior Varsity Wrestling Coach at Montgomery County Public Schools. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and integrates quantitative and qualitative analysis in its decision-making processes.

Ernest Horn is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Southside Bank, Raymond James Financial Services, Inc., and Capital Wealth Strategies. Outside of his advisory role, Horn serves as a board trustee for the Texas State University Development Foundation and lectures on personal finance courses at Texas State University. HUB Investment Partners serves a diverse client base including institutional, municipal, and high-net-worth individual clients, offering a range of portfolio management and financial planning services. The firm combines active and passive investment strategies and provides specialized banking and municipal services, supported by affiliate relationships and consulting partnerships.

Bradley Schardein is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience with Millennium Advisory Services and Dicks Sporting Goods. 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 and employs technical and cyclical analysis to align investments with client objectives.

Walker Wiese is a Series 65-credentialed advisor with Advisory Services Network in Austin, TX. He has held roles at Uber Technologies, Alvarez and Marsal, Kellogg School of Management, Kendra Scott Jewelry, and The University of Texas at Austin. Wiese has zero years of industry experience in financial advising. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Jordana Kutnick is a financial advisor with Brighton Jones LLC, holding a Series 65 credential and based in Austin, TX. She has been with Brighton Jones since 2026 and has prior experience at firms including KPMG, Montemayor Britton Bender, and Action Behavior Centers. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, tax preparation, real estate consulting, and family office support through multiple operating brands.

Patrick Laborde is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at multiple BBVA entities, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., from 2014 to 2021. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a broad range of clients, including individuals, corporations, nonprofits, and institutions. The firm uses an open-architecture platform with multiple adviser-managed and manager/model-based programs, providing a variety of investment strategies and operational features such as municipal bond strategies co-advised with Franklin Templeton Group.

Samuel Parker Jr. is a financial advisor at Arax Advisory Partners with 39 years of industry experience. He previously worked at UBS Financial Services for 23 years and held roles at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. He is a managing partner of SD&S Real Estate, LLC, where he oversees property management decisions. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Ryan Davis is the Vice President and Branch Leader at Fidelity Investments' Austin Domain Investor Center. In this role, he leads a team dedicated to creating financial plans tailored to the personal needs of their clients, emphasizing trusted partnerships and comprehensive financial planning. He has been with Fidelity Investments since 2001, holding various positions including Assistant Branch Manager, Senior Account Executive, Relationship Officer, Financial Planning Consultant, Proactive Representative, Investment Representative, and Service Trader. Prior to joining Fidelity, he worked as a Loan Officer at Legacy Financial Group from 2000 to 2001. Details about his education, credentials, personal interests, or community involvement were not provided.

Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.