Jordan Mehal is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has worked in the industry since 2016, with previous positions at International Capital Management Corp and Standish Management before joining Waterloo Capital. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term, strategic portfolios with ongoing monitoring and offers various services including discretionary portfolio management, financial planning, educational seminars, and referrals for tax and lending solutions.

Alexander Hallum is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Per Stirling Capital Management, LLC in Austin, TX. Prior to his advisory role, Hallum worked at Uber and has experience in various service and retail positions. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients through a multi-advisor team. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management along with comprehensive financial planning and consulting services.

Whitney Dodson is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2026. Her prior experience includes roles in several businesses and institutions, including Dodson Dimensional Design and the University of Texas at Austin. 49 Financial serves individual and institutional clients with a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation approach, offering tiered fractional family office services and utilizing both proprietary and third-party model portfolios.

Bradford Borman is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Per Stirling since 2021, with prior experience at Custos Family Office and The University of Alabama. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that incorporates fundamental, technical, cyclical, and statistical analysis.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and bringing 23 years of experience in the industry. His prior roles include positions at Hilltop Securities Inc. and McBee Advisors. Outside of his advisory work, he operates an independent registered investment advisory firm under the name Tidewater Financial and is also involved in real estate ownership. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across more than 208 advisors. The firm provides a broad range of investment products and platforms, supporting both individual and institutional clients, with a variety of discretionary and non-discretionary service arrangements.

Doug Eidd III is a CFP® professional with 19 years of industry experience. He is currently with HUB Investment Partners, LLC, where he has worked since 2026. Prior to that, he spent 11 years at TIAA-CREF and TIAA, and five years at TD Ameritrade and TD Ameritrade Investment Management. HUB Investment Partners serves a diverse client base including institutional investors, municipal plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across various asset types and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc, a freight forwarding logistics 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. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and three years of industry experience. He is also a principal at Market Street Capital, where he provides consulting services, and a partner at Market Street Health Partners I LLC, an independent sponsor focused on diagnostic laboratory acquisitions. Abiassi has held roles at Pickwick Capital Partners and Market Street Capital since 2012. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized portfolio management and financial planning. The firm emphasizes long-term, strategic buy-and-hold investment approaches with ongoing monitoring and implements client-directed investment restrictions when requested.

Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning through a multi-advisor team.

John Clements is a CFP® with seven years of industry experience. He currently works at Brighton Jones LLC and previously worked at Durbin Bennett Private Wealth Management, Dean, Dorton, Allen, Ford, PSC, and Atria Senior Living. His background includes a year spent traveling in South America. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and coordinates services such as tax preparation, real-estate consulting, and family office support.

Bennett Woodward is a CFA® charterholder with over 22 years of experience in the financial services industry. He is currently with Waterloo Capital and has previously worked at Intelligent Wealth Solutions, Black Diamond Investment Partners LLC, and Raymond James & Associates. His background includes roles at multiple investment firms since 2004. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolios with periodic rebalancing and offers discretionary and non-discretionary management, financial planning, and access to sub-advisers and model portfolios.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Austin, TX, holding Series 65 and Series 63 licenses with six years of industry experience. She previously worked at Frost Bank and its affiliated entities for a total of 22 years before joining her current firm. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation, diversification, cost control, and long-term discipline within an integrated service model that includes tax, accounting, and family-office support.

Mark Mcadams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ironclad Strategies LLC, Erben Associates, M HOLDINGS SECURITIES, Inc., and Eagle Strategies. In addition to his advisory role, he is a managing member and fractional CFO of Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolio construction with customized solutions and ongoing client reviews.

James Alders is a CFP® with 10 years of experience in financial planning and wealth management. He is currently a financial planner at Forefront Wealth Partners and Principatus Wealth, having previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory roles, he serves as an executor for his father-in-law’s trust and holds a treasurer position. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual, business, and corporate clients with discretionary investment management and comprehensive financial planning services. The firm customizes portfolios based on client-specific policies and offers coordinated estate and tax planning through a multi-advisor structure.

Keaton Christian is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked with several organizations, including Texas Stars, TCG Advisors, and MVPIndex. His background also includes roles at the University of Texas at Austin and involvement with Scottish Rite Dormitory. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, 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.

William Gungoll is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, he spent 12 years at Edward Jones. He is the owner of Buffalo Capital Management, a business that provides comprehensive financial planning for individuals and small businesses. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 20,000 client relationships. The firm supports a wide range of investment products and specialized offerings, allowing advisors to tailor strategies within an approved menu.

Patrick Maynor is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Merrill from 2015 to 2019 and has been with HUB Investment Partners since 2000. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis and regular portfolio reviews, and offers integrated advisory and consulting solutions through its affiliation with HUB International.

Eric Dolin is a financial advisor at Forefront with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Wealth Management and Rembrandt Financial Group. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, using customized portfolios and a multi-advisor structure across numerous offices.

Joshua Kennedy is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held various roles including multiple years in education and staffing at Aptive Pest Control. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term asset allocation strategy that integrates multiple analysis techniques and emphasizes mutual funds and ETFs.