Jaelyn Grimm is a financial advisor with 49 Financial in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2024. Prior to her current role, she worked at Lifetime Fitness and Nordstroms, and she attended Anderson University from 2020 to 2024. 49 Financial is a multi-team firm serving 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 tiered fractional family office services, employing a disciplined, long-term approach to diversified asset allocation using proprietary and platform model portfolios.

Laura Stenberg is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 credential and bringing 22 years of industry experience. Her previous roles include positions at MMA Securities LLC, Marsh & McClennan Agency LLC, Principal Securities Inc., and Principal Life Insurance Company. Outside of her advisory work, she owns and manages Dare to Move DBA Plane Junkie, a publisher and distributor of aviation and military art and collectibles. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening and routine portfolio reviews.

Kermit Johns is a financial advisor at Hilltop Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Worthpointe, LLC for 10 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with various adviser-managed and model-based investment solutions.

Jon Meyer is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Profutures, Inc. and Halbert Wealth Management, Inc. from 1997 to 2018, and US Capital Wealth Advisors LLC from 2018 to 2026. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services such as financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Its approach includes combining internal portfolio management with third-party models and tailored asset-allocation strategies.

Mason Vrazel is a financial advisor at Per Stirling Capital Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory roles, he has experience in the coffee and restaurant industries. Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select businesses. The firm employs a team-based approach that combines fundamental, technical, and statistical methods to manage portfolios aligned with clients’ objectives and risk tolerance.

Brian Lang is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Upside Financial LLC and Upside CFO Services, where he serves as CEO providing tax strategy and operational management. Lang is also CEO of Austin Executive Tax, LLC, focusing on tax planning and preparation. 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 fundamental, technical, and cyclical analysis in portfolio construction and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Todd Koenig is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at AlertMedia and VMware. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagements along with a sub-advisory program for other advisory firms.

Betty Arias is a CFP® credentialed advisor with 37 years of industry experience. She has been with Waterloo Capital since 2018 and previously worked at Raymond James & Associates for five years. Arias is also a partner and advisor with MAM Group LLC dba AMG Wealth Advisors, where she manages client assets. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm emphasizes customized portfolios using fundamental analysis and a long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a broad range of investment tools.

Samantha Kaufman is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Global Retirement Partners, AFS Financial Group, Commonwealth Financial Network, and Equitable Advisors among other firms. Outside of advising, she co-founded Nightmare Graphics, a graphic design business. 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 a mix of active and passive investment strategies and utilizes quantitative and qualitative analyses to guide investment decisions.

Suzanne Meek Pittman is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding the Series 66 designation with 13 years of industry experience. She has been with Hilltop Securities since 2016. Outside of her advisory role, she has an inherited oil and gas lease in Reeves County that generates passive income. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform with both adviser-managed and model-based strategies.

Tyler Cox is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He has been with HUB Investment Partners since 2024. Prior to his advisory role, his background includes positions at Camp Peniel, Heb, and the University of Texas at Austin. 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 allocations, using technical and cyclical analysis, and offers a range of advisory solutions through both proprietary and third-party platforms.

Jeffrey Churba is a CFP® with 31 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes a decade at Putnam Investments and recent roles at Raymond James Financial Services and Santamaria Wealth Group. HUB Investment Partners provides investment management and financial planning to a diverse client base, including individual investors, institutions, and municipal entities. The firm combines internally managed models with customized portfolios, using technical and cyclical analysis to align investments with client goals, and offers a range of advisory services through both in-house and third-party platforms.

Hayden Baker is an investment advisor representative at 49 Financial in Austin, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, Baker serves as a head coach and offensive coordinator for a youth lacrosse team in Austin and is involved in charitable work referring nonprofits to 25 Giving for donor charitable planning. 49 Financial serves a diverse client base, providing financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy using model portfolios primarily composed of mutual funds and ETFs, supported by active oversight of sub-advisers and third-party platforms.

Alexander Antskaitis is a CFA® charterholder with 22 years of industry experience. He is currently with HUB Investment Partners, LLC and has held roles within HUB International and its affiliates since 2002. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and individual investors. The firm employs a combination of active and passive strategies across various asset types and offers specialized services such as retirement planning, defined contribution plan advisory, and municipal cash management.

Girish Navare is a CFA® charterholder and financial advisor with 10 years of industry experience. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America and Morgan Stanley. Outside of his advisory role, he serves as Director of Investment Strategies at Eagle Harbor Advisors and is a part-owner of Eagle Harbor Insurance, offering fixed insurance solutions. 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 provides a range of advisory, planning, and investment management services, supporting advisor decision-making with access to both in-house and third-party solutions.

Bradley Slater is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, SALI Fund Services, and Lion Street Financial. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm managing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to private funds, with a focus on combining internal management, third-party models, and tailored asset allocation.

Joshua Huard is a financial advisor with Transce3nd LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Kalos Management, Kalos Capital, National Planning Corporation, and APU Partners, where he has also engaged in case design, client services, and insurance and fixed annuity sales. He is a minority owner and Investment Advisor Representative at Transce3nd and serves as a case design and operations specialist for related entities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm utilizes a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, implementing portfolios primarily through third-party models and money managers.

Kristopher Blasl is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at 49 Wealth Management LLC, Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of advising, he is the owner of Wurst Friends, LLC, a short-term real estate rental business. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently utilizes third-party sub-advisors and model portfolios.

Jack Bunter is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at The University of Nebraska Foundation and Freedom Clad Financial, and held various roles at FedEx and educational institutions. 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 tiered fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Morgan Ostos is a financial advisor at Robertson Stephens with a Series 65 designation. He has one year of advisory experience and previously worked five years at PricewaterhouseCoopers. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm manages $8.76 billion in assets and offers discretionary and non-discretionary portfolio management, investment consulting, and planning services including tax and estate planning.