William Suntrapak is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the Series 65 designation and has been with HUB Investment Partners since 2025. Prior to joining the firm, he was employed at the University of California, Berkeley and Clovis Community College. 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 municipalities. The firm employs a combination of active and passive investment strategies and utilizes both internal and affiliated resources to provide comprehensive financial solutions.

Lynn Wiese is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds a Series 65 credential and has been with Advisory Services Network since 2015. In addition to her advisory role, she is the managing partner and owner of Caravan Partners Ltd, a family partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Emma Satine is a financial advisor with 49 Financial in Austin, TX. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining 49 Financial, she worked in various roles including at Juice It Up and Camp Waldemar. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified investment approach and provides tiered fractional family office services along with access to third-party managers.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and 10 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is involved in ranch ownership and maintenance, participates on the Southlake Parks and Recreation board, and is president of Health to Abundance, a group health insurance company. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Hayden Jacobs is a financial advisor at Victory Financial with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Victory Ventures, Oregon Mutual Insurance, Directors Mortgage, and Genpact. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored through adviser teams.

Stephen Davis is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory services, he also provides fixed insurance services at 49 Financial. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm employs a disciplined, long-term diversified approach to asset allocation and integrates fundamental, cyclical, technical, and behavioral analysis in its investment process.

Megan Gegen is a financial advisor at Waterloo Capital with a Series 65 credential and three years of industry experience. Her prior roles include positions at Muse Consultants, Apollonia Management Group, and the Texas Rangers Baseball Club. 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, focusing on customized, long-term portfolios with ongoing monitoring and periodic rebalancing.

Chase Bertrand is an investment adviser representative and vice president at 49 Financial with eight years of industry experience. He has held positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors, among others. Outside of his advisory role, he owns and manages Ranch Water Pool Co, a pool company in Austin, Texas. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis. The firm offers fractional family office services and employs a combination of proprietary and third-party model portfolios.

Walter Rizo is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 66 designation with 10 years of industry experience. His previous roles include positions at Merrill and Charles Schwab. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a mix of internal and third-party managers to tailor portfolios to client needs.

Bryan Prihoda is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. Prior to joining Arax in 2026, he worked at US Capital Wealth Advisors for five years and has been associated with USCA Asset Management LLC and USCA Securities LLC since 2013. Outside of finance, he is involved in the avocado business as a director at HACIENDAS CZAR, LLC and serves as co-CEO and CFO of COTIJA AVOCADOS LLC, which imports and commercializes fresh avocados from Mexico. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and over 23 years of industry experience. His career includes roles at Findec Wealth Services, Inc., and Western Associates Insurance Services, as well as experience in plan administration and consulting through Embedded Capital Advisors LLC. He has also held business development responsibilities for third-party 401(k) plan administration. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering ERISA retirement plan consulting, HSA services, wealth management, and a wrap fee program. The firm employs long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages nearly $10 billion in assets across multiple offices.

Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Richard Drucker is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed insurance agent. 49 Financial serves both individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, emphasizing a disciplined, long-term asset allocation approach. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios.

Anjali Mehta is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning. She holds academic experience from the University of Colorado at Boulder. Waterloo Capital is a multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm focuses on long-term, strategic buy-and-hold portfolio allocations and offers a range of services including discretionary portfolio management, financial planning, and access to third-party sub-advisers.

Benjamin Long is a financial advisor at 49 Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bank of America, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, 49 Wealth Management LLC, and Oakwood Capital Securities. Outside of his advisory work, he is also a licensed fixed insurance sales agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she is the owner of a tax entity, Tight Lines Financial Management LLC, and serves as Operations Director for Kindred Wealth Partners. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, offering access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

John Courville is a financial advisor at Kintra Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years with Idea Public Schools. 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 manages approximately $1.5 billion in discretionary assets and integrates a model-driven investment process with fundamental security analysis, applying strategies to optimize tax efficiency across client households.

Brian Eckhoff is a financial advisor with Victory Financial Group in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and AXA Advisors, LLC. Eckhoff also provides insurance advice in addition to his advisory services. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Fenny Jie is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. Jie is currently affiliated with BOK Financial Private Wealth, Inc. and has worked within various BOK Financial entities since 2014. BOK Financial Private Wealth, Inc. offers discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment approach supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates services across its financial holding company affiliates.