Bridget Tetak is a CFP® and holds a Series 66 designation with 11 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 after nine years at Bank of America and Merrill. Outside of her advisory role, she serves on the boards of TRANSITIONS, INC., a domestic violence shelter, and Bethesda Care System, and chairs a committee for the Zanesville Kiwanis Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and utilizes various platforms and specialized services while overseeing advisor recommendations within its approved menu.

John Vanneman is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with HUB Investment Partners, LLC and has previously worked at Global Retirement Partners, Royal Alliance Associates, and Signator Investors. HUB Investment Partners serves a diverse range of institutional and individual clients, providing portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and integrates quantitative and qualitative manager screening in its process.

Ashley Ament is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2025, she spent 15 years with Bank of America and Merrill Lynch. She is a co-founder and owner of Ascend Private Wealth Management, a wealth management business. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and platforms.

Matthew Anderson is a financial advisor with Per Stirling Capital Management, LLC, holding CFP® and Series 66 credentials and 19 years of industry experience. He has worked at B.B. Graham & Company, Inc. and Securities America Inc, among other firms. Outside of his advisory work, Anderson owns and operates a livestock ranching business. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to construct discretionary portfolios tailored to various investment objectives.

Mark Herman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Astoria Strategic Wealth and Bell Wealth Management. He has also served in the U.S. Army Reserve since 2011. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies and offers a range of service models, including financial planning and consulting engagements.

Nathan Trenholm is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at B B Graham & Company since 2017 and Whittier Trust Company from 2016 to 2017. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm employs a team of about 30 advisors and manages approximately $1.566 billion in assets using fundamental, technical, and statistical investment analysis.

Julia Rasell is a Series 66 credentialed advisor at HUB Investment Partners, LLC with three years of industry experience. She has held roles at HUB International Great Plains LLC and M Holdings Securities, Inc. since 2015. Rasell serves on the board of the Bekins Foundation, a charitable organization involved in reviewing and determining donation recipients. 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 utilizes a combination of active and passive investment strategies across various asset classes and employs both quantitative and qualitative methods in manager selection and portfolio reviews.

Olivia Demissie is a financial advisor with HUB Investment Partners, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at HUB Investment Partners since 2023 and previously at Afs Financial Group, LLC since 2012. Olivia maintains a real estate license outside of her advisory role. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, corporate and institutional clients, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Nathan Serven is a financial advisor at Eversource Wealth Advisors, LLC in Austin, TX, with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Eversource in 2026, he worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services for nine years and at Metlife Securities Inc. for two years. Outside of his advisory role, he owns Serven Consulting, LLC, where he advises business owners on strategies to increase the value of their businesses in preparation for exit. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a comprehensive investor profiling process.

John Ritter is a financial advisor at BlueSpring Wealth Management, LLC in Austin, TX, holding a Series 65 designation and having one year of industry experience. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Westpoint Financial Group. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized strategies, including custom option overlays and independent manager recommendations.

James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Robert Searle III is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. He holds the CFP® designation and has 11 years of industry experience, including roles at Citizens Securities, Inc. and CITIZENS Bank. He is also a managing partner at Northeast Investment Group, where he provides financial planning and investment management services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets across over 208 advisors.

Daniel Tapia is a CFP®-certified financial advisor with 34 years of industry experience. He currently works at Kintra Wealth, LLC and has prior experience with Rembrandt Financial Group LLC and LPL Financial, LLC. Tapia is involved in several non-investment business ventures, including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, offering specialized services such as business exit planning for privately held business owners.

Chad Perry is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Level Four Advisory Services, and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance services and tax preparation activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and third-party sub-advisers.

Brandon Lanz is a financial advisor at 49 Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory role, he is involved with 25 Giving, a charitable planning company that helps structure charitable giving and partners with nonprofits. 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 asset allocation approach based on Modern Portfolio Theory and model portfolios.

Mia Cattaneo is a CFP® professional with two years of industry experience, currently advising at Mission Wealth Management, LP. She previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management is a multi-team, SEC-registered advisory firm that serves affluent individuals, families, and institutions. The firm offers customized wealth management and financial planning services through tiered models, employing a range of investment strategies including ETFs, alternative investments, and tax-aware trading.

Brandon Bullock is a Series 65-credentialed financial advisor with eight years of industry experience. He has worked at HUB Investment Partners, LLC since 2026 and has held prior roles at HUB International Limited and Taylor Advisors, Inc., including the predecessor firm Taylor Advisors. HUB Investment Partners serves a diverse client base of institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized programs such as the Managed Asset Portfolio Program for municipal cash management. The firm uses a combination of active and passive investment strategies across multiple asset types and provides tailored services for banking and municipal clients.

Collin Plotts is a financial advisor at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments and AXA Advisors. Outside of his advisory role, he owns Ranch Water Pool Co, a pool company based in Austin, TX. 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 investment approach based on Modern Portfolio Theory and uses model portfolios with ongoing oversight of allocations and manager performance.

Mark Caldwell is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Transce3nd LLC. His prior roles include positions at Madison Avenue Securities, Kalos Capital, Royal Alliance, and National Planning Corporation. Caldwell is also involved as an agent at e3 Wealth, where he sells and services fixed life insurance and LTC fixed annuities. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes strategic asset allocation through fundamental, technical, and quantitative analysis and implements portfolios via third-party model and money managers.