Macy Hauptmann is a CFP® with seven years of industry experience and is currently an advisor at HUB Investment Partners, LLC. Her prior roles include positions at Kestra Advisory Services, HUB International, and TCG Advisory Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies across various asset types and incorporates quantitative and qualitative manager screening in its process.

Jeffrey Dye is a CFP® professional with 20 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes roles at Global Retirement Partners, LPL Financial LLC, Commonwealth Financial Network, and Legacy Planning Partners. HUB Investment Partners serves a diverse client base, including institutional and individual clients, offering a range of portfolio management and retirement planning 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.

Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

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 with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Aspiriant since 2016, following earlier roles at First Allied Advisory Services, Wells Fargo Clearing, Wells Fargo Investments, and Equitable Advisors. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside comprehensive wealth planning and specialty services. The firm offers customized investment programs using diverse implementation options and includes family office capabilities such as accounting, banking support, and targeted consulting.

Josef Ghaussy is a CFP® with eight years of industry experience, currently serving as an investment advisor at HUB Investment Partners, LLC. He has held roles at multiple firms including HUB Investment Advisors, Inc., SilverStone Asset Management Inc., and M Holdings Securities, Inc. Outside of his advisory work, he participates as an interest group leader with the Omaha Venture Group, assisting in nonprofit organization selection for potential funding. HUB Investment Partners serves a diverse client base including institutional investors, municipalities, foundations, and high-net-worth individuals. The firm employs both active and passive investment strategies across a range of securities and offers specialized services for banking and thrift clients, combining quantitative and qualitative approaches with routine portfolio reviews.

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.

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., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions 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 14 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, and 3P Consulting, Inc. He is also an author outside of his financial advisory work. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.

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.

Jullie Ann Strippoli is a financial advisor at HUB Investment Partners, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Charles Schwab and Weaver and Tidwell, L.L.P., where she was affiliated with Weaver Capital Advisors and Sowell Management. She is also a licensed insurance producer with authorization to sell life, accident, health, and HMO policies. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies informed by quantitative and qualitative analysis and maintains affiliations that provide a range of pension and institutional consulting solutions.

Molly Coyle is a financial advisor at HUB Investment Partners, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at Morgan Stanley and Morgan Stanley Private Bank, and has experience with the Republican National Committee’s Committee on Arrangements. HUB Investment Partners serves a diverse client base including institutional investors, corporate retirement plans, foundations, and individual clients. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both institutional and retail clients.

Michael Preis is a CFA® charterholder with 20 years of industry experience. He currently works at TCI Wealth Advisors, Inc. in Austin, TX, where he has been since 2025. Prior to joining TCI, he spent 15 years at Dimensional Fund Advisors. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm offers fee-only investment management and financial planning, focusing on an asset-allocation-driven approach that emphasizes diversification, long-term holding, and disciplined rebalancing.

Eric Rabbanian is a CFP® professional with 24 years of industry experience, currently serving at Apella Wealth since 2025. Prior to joining Apella Wealth, he operated Rabbaniann Financial Planning, Inc. for 27 years. He is also the sole owner and Program Instructor of RFP Education, LLC, where he develops instructional materials and supports students in the Yale School of Management Certified Investment Management Analyst Program®. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach that incorporates proprietary and third-party tools and emphasizes multi-factor equity strategies and fixed-income allocation management.

Edward Ware is a CFP® and holds a Series 65 designation with seven years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. Ware also has experience outside of finance, including a role at Boonsboro Country Club and time at Virginia Tech. HUB Investment Partners serves a diverse range of institutional and individual clients, offering a combination of active and passive investment strategies along with specialized services for banking and municipal clients. The firm provides portfolio management, retirement and financial planning, and manages accounts through platforms like HUB Advisor Connect and FinPath.

Janine Moore is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has previously worked with LPL Financial and Peak Financial Group, among others, and currently serves as Senior Vice President and Retirement Practice Leader at HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory services. The firm combines active and passive investment strategies with a focus on municipal, banking, and institutional clients, and maintains affiliations with related entities for specialized consulting and financial coaching.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.