Adam D'acierno is a Series 66 licensed advisor at Waterloo Capital with 12 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. Outside of advising, he works as a payroll and HR services consultant. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a fundamental, long-term investment approach and a broad range of strategies, including direct management, third-party sub-advisers, and integrated cash and lending solutions.

Eugene Mccarthy III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Kestra in 2019. Outside of his advisory role, Mccarthy serves as President of Candlelighters of Brevard, where he leads long-term strategic planning and supports external events, and he is also a member of the Holy Name of Jesus Endowment Development Committee. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a wide range of investment products and offers both discretionary and non-discretionary account arrangements, with additional capabilities including annuity subaccount management and 529 plan 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.

Michael Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Raymond James & Associates Inc. He is also the Chief Investment Strategist and Managing Partner of Faust Wealth Management. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and platforms, supporting diverse account types with both discretionary and non-discretionary arrangements.

Rachel Hurley is a CFP® professional with eight years of experience in financial advising, currently with Per Stirling Capital Management, LLC in Austin, TX. She has been with the firm since 2015. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, providing discretionary investment management and comprehensive financial planning using a multi-advisor team approach.

Sydney Ramos is a Series 65-licensed financial advisor at 49 Financial in Austin, TX. Sydney joined the firm in 2026 and has prior experience in various roles including youth engagement and environmental research at Texas A&M, as well as community involvement with The Harvest Methodist Church. 49 Financial serves a wide range of clients including individuals, high-net-worth families, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

Christopher Hernandez is a financial advisor at Waterloo Capital with 17 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and National Planning Corporation. Hernandez is licensed in life and health insurance. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a fundamental, long-term investment approach and access to a broad range of investment tools and third-party sub-advisers.

Bryce Decker is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC, having joined in 2023 after prior roles at Edward Jones and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is the owner and CEO of Catalyst Retirement Solutions, a tax entity, and also serves as a financial advisor with the same firm focused on insurance-related financial planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products alongside specialized offerings such as annuity subaccount management and 529 plan services.

Kevin Taylor is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at MicroVenture Marketplace, Inc. and Charles Schwab & Co., Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banks and municipal entities. The firm employs both active and passive investment strategies and integrates quantitative and qualitative analysis in its decision-making processes.

Timothy Semke is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2025. Prior to Kestra, he spent 18 years at The AYCO Company, L.P./Mercer Allied and four years at Ayco/Goldman Sachs & Co. LLC. Outside of his advisory role, he is involved with Kindred Wealth Partners, focusing on client financial needs and insurance-related services. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in assets and offers a broad range of investment products and specialized services within a framework that supports advisor discretion and operational infrastructure.

William Harvey III is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Pinnacle Bank and involvement in the golf industry. Harvey is also a licensed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified investment approach using proprietary and platform model portfolios, primarily composed of mutual funds, ETFs, and selected third-party managers.

Bryan Brashear is a financial advisor at 49 Financial based in Austin, TX, holding a Series 65 designation. He began his career at 49 Financial in 2025 after completing his education and various roles in the academic sector. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

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.

Grant Boren is a financial advisor at 49 Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Oakwood Capital Securities, Inc., 49 Wealth Management LLC, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and Axa Advisors, LLC. Boren also holds a fixed insurance sales license, dedicating part of his time to insurance services. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, with an investment approach centered on disciplined, long-term diversified asset allocation implemented through proprietary and platform model portfolios.

Gary Kiemele is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC, where he has worked since 2021. Prior to this, he was with RBC Capital Markets for nine years. Outside of his advisory role, he serves as President of Westpeak Private Wealth and owns Koda Holdings, LLC, a commercial real estate business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Mitchell Johnson is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with 49 Financial in Austin, TX. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, he is also a licensed fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach using model portfolios with mutual funds, ETFs, and selected third-party managers.

Jason Lindner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, Texas, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for eight years. Lindner is also the co-founder and COO of Campus Private Wealth, an investment advisory firm where he oversees client relations and investment activity. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of products and platforms, including discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Cole Kershner is a Series 65-licensed financial advisor with 2 years of industry experience. He is currently with 49 Financial and has prior experience at Aquila Commercial and Upmerch. Outside of his advisory role, Kershner coaches water polo part-time at Longhorn Aquatics, working with youth teams during the summer. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term, diversified investment approach primarily using mutual funds, ETFs, and third-party managers.

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.