Kathryn Mc Gough is a CFP® professional based in Austin, TX, with nine years of industry experience. She has worked at Kestra Private Wealth Services, LLC since 2026 and previously held roles at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of her advisory work, Kathryn is an independent consultant for Arbonne, focusing on skincare and nutrition product sales. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as portfolio management, financial planning, wrap-fee programs, and private fund placement, utilizing both discretionary and non-discretionary investment approaches across multiple 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 at Kestra Private Wealth Services, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of advisory and financial planning services alongside access to multiple investment platforms and both in-house and third-party managed solutions.

Nader Al Mooshi is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, accumulating six years at each firm. Al Mooshi serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. 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 services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and supervisory oversight.

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 industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior roles include positions at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent RIA providing financial planning and asset management services. 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 consulting services with access to various managed solutions, platforms, and banking-related programs.

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 26 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors. Zwarg is the founder and principal of Kingdom Private Wealth, where he provides wealth and investment management services. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory solutions including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with supervisory oversight and access to various managed solutions and platforms.

David Barnett is a CFP® with 29 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC, having previously worked at Bank of America and Merrill. Barnett is also a co-founder and managing partner of Ascend Private Wealth Partners, where he provides financial advice as a wealth advisor. 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 services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple platforms and both in-house and third-party investment solutions.

Matthew Almquist is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at TCG Advisors, SALI Fund Services, Retail Insite, and educational positions at the University of Texas and Santa Fe Christian Schools. 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 offers a range of advisory solutions through both proprietary and third-party platforms.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role since 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2021. In addition to his advisory work, he maintains a separate insurance agency business and participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions primarily through Envestnet and Pershing platforms and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Adam Broughton is a CFP® professional with 13 years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, and 3P Consulting, Inc. He is also an author based in Driftwood, TX. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion in assets, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services with a focus on long-term investment strategies and a tiered service model tailored to client needs.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. She has worked at Realta and its affiliated entities since 2018 and was previously with Cary Street Partners from 2013 to 2018. Outside of her advisory work, she is an investor and member of PHO Real Enterprises, an LLC holding private shares in a beverage business. 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 focuses on individualized advice and asset allocation strategies across a range of investment types, offering in-house portfolio management, third-party manager programs, and retirement-plan consulting.

James Mc Daniel is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He previously worked at U.S. Capital Wealth Advisors for nine years and held positions at Commonwealth Financial Network and Austin Financial Partners. Outside of advising, he is involved in selling fixed insurance products on a limited basis. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.