Joshua Henson is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Eric Negron is a financial advisor at Forefront with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles across Forefront Wealth Partners, Elevated Business Partners, Calton & Associates, and other firms. Negron is also involved in several business ventures including Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services, respectively. Additionally, he partners in an IT consulting firm serving financial advisors and hosts an annual conference for advisors. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services, with a multi-advisor structure that integrates related businesses including tax and insurance partners.

Brian Wells is a financial advisor at HUB Investment Partners, LLC in Folsom, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Veripax Wealth Management and LPL Financial. He is also licensed as an independent insurance agent, selling life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm combines internally managed model portfolios with customized strategies and utilizes various platforms and sub-advisors to deliver tailored investment solutions.

Logan Moulton is a CFA® charterholder and Series 63 licensed advisor with seven years of experience, currently serving as a portfolio manager and investment adviser representative at Waterloo Capital in Austin, TX. He has prior experience with Intelligent Wealth Solutions LLC, 49 Financial, and Axa Advisors. Waterloo Capital is a multi-advisor SEC-registered firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm employs a fundamental analysis approach with a focus on long-term, strategic buy-and-hold portfolio allocations and offers a range of services including discretionary and non-discretionary management, financial planning, and access to sub-advisers.

Ryan Cassidy is a financial advisor at Symmetry Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, Merrill, and SELO AI. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.

Neil Tjon Hing is a financial advisor with 11 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked with firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of investment advisory services, he also provides fixed insurance services. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Connor Bradley is an investment advisor representative at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also involved in fixed insurance sales and real estate transactions. 49 Financial serves a diverse client base that includes individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach based on a blend of fundamental, cyclical, technical, and behavioral analysis.

Kimberly Ray is a financial advisor at Per Stirling Capital Management, LLC with 11 years of industry experience. She has worked at Per Stirling since 2015 and previously spent 19 years at Advocare. Outside of her advisory role, she provides continuing education for the Texas Real Estate Commission and promotes college scholarships and coaching services through Imagine Scholarships. Per Stirling Capital Management offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across about 1,074 clients using a team-based approach and employs a combination of fundamental, technical, and statistical investment analysis.

Wesley Previant is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Global Retirement Partners LLC, LPL Financial, City National Bank, and RBC Capital Markets. HUB Investment Partners serves a diverse client base including institutional investors, corporate pension plans, and high-net-worth individuals. The firm utilizes a combination of active and passive investment strategies across various asset types, offering both discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Robert Thomas is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investments, and Omni Hotels & Resorts. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach is grounded in a derivative of Modern Portfolio Theory, emphasizing diversified asset allocation, proprietary model portfolios, and behavioral coaching for clients.

Andrew Horton is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Uber Technologies Inc. He is also involved in providing fixed insurance services through his affiliation with 49 Financial. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Derrik Naegelin is a financial advisor with 49 Financial in Austin, TX. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining 49 Financial, he worked at Kestra Investment Services, Kestra Advisory, American Pacific Mortgage, and Primerica. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by fundamental, cyclical, technical, and behavioral analysis.

Matthew Bowen is a financial advisor at Ausdal Financial Partners, Inc. in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Tokio Marine HCC Surety. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to meet each client's objectives and risk tolerance.

Julian Scoglio is a Series 65 licensed financial advisor with two years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Mary Miller is a CFP® certified financial advisor at Mission Wealth Management, LP with 18 years of industry experience. She has worked at Mission Wealth since 2023 and holds a concurrent position at the University of Texas at Austin since 2016. Prior to these roles, she spent over a decade at Per Stirling Capital Management, LLC, B.B. Graham & Co., Hill Country Wealth Management, and Choice Advisory Group, Inc. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Ryan Rattay is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he held roles at Zoetis Inc. and worked at Baltusrol Golf Club. He is also contracted with 25 Giving, where he refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, estates, and corporations, offering financial planning, advanced planning, retirement-consulting, and investment management. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

Andrew Johnsen is a financial advisor at Waterloo Capital with 11 years of industry experience. He holds a Series 66 designation and previously worked at Titleist Asset Management and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a training facility focused on financial wellness, participates in business coaching consulting, and is involved in a short-term exotic car rental venture. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning services primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolio construction with customized solutions, ongoing monitoring, and annual reviews.