Joshua Kennedy is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. Prior to joining 49 Financial, he worked in various roles at Aptive Pest Control and has a background in education, including positions at Texas A&M University and multiple schools. 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, utilizing a disciplined, long-term diversified asset allocation approach with proprietary and platform model portfolios.

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.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of advising, he is involved in ranch ownership where he participates in property maintenance, hunting, and fishing, and he serves as a board member for the Southlake Parks and Recreation. 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, managing approximately $1.4 billion with a multi-team advisory structure that emphasizes disciplined, long-term diversified asset allocation through proprietary and platform model portfolios.

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 Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. He is also a licensed fixed insurance agent, providing insurance services alongside his advisory work. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

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 and Apollonia Management Group, and she also has experience with the Texas Rangers Baseball Club. Outside of her advisory work, she is involved as a client service associate for AMG Wealth Advisors in Austin, TX. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach, employing fundamental analysis and diverse investment strategies through over 50 advisors managing approximately $2.26 billion for around 2,600 clients.

Chase Bertrand is an investment adviser representative with 8 years of industry experience, currently serving as Vice President at 49 Financial. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of his advisory roles, he owns a pool company in Austin, TX. 49 Financial serves a diverse client base ranging from individuals to high-net-worth entities and offers financial planning, investment management, and fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and model portfolios primarily consisting of mutual funds and ETFs.

Walter Rizo is a financial advisor at Mission Wealth Management, LP with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Based in Austin, TX, he has been with Mission Wealth Management since 2022. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and various institutional clients. The firm offers customized, long-term wealth management and financial planning strategies, utilizing a range of investment vehicles and emphasizing discretionary account management.

Bryan Prihoda is a financial advisor with Arax Advisory Partners in Austin, TX. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including prior roles at US Capital Wealth Advisors and USCA Asset Management. Outside of finance, he is involved in avocado production and importation through leadership positions in related businesses. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fees and carried interest arrangements.

Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Findec Benefit Services, Findec Wealth Services, Western Associates Insurance Services, and Financial Decisions, Inc. He also manages Embedded Capital Advisors LLC, a plan administration and consulting business serving non-advisory plan sponsors. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and sub-advisory services. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes risk-based and target-date allocations supported by research from providers such as Morningstar and Zephyr.

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 with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed insurance 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 tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach with model portfolios and third-party managers.

Anjali Mehta is a financial advisor with Waterloo Capital in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning, along with academic engagement at the University of Colorado. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across about 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach and access to diverse investment tools and third-party sub-advisers.

Benjamin Long is a financial advisor with 9 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds Series 65 and Series 63 licenses and has previously worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, Axa Advisors, and Bank of America. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory, using proprietary and platform model portfolios primarily composed of mutual funds and ETFs, alongside third-party managers and tactical rebalancing.

Thomas Green is a financial advisor with PFG Advisors in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at United Planners, OSAIC, LPL Financial, Cambridge Investment Research, and Edward Jones. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2023. Stewart is also the owner of Tight Lines Financial Management LLC, a tax-related entity, and serves as Operations Director at Kindred Wealth Partners, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and various managed programs, supporting advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

John Courville is a financial advisor with Kintra Wealth, LLC in Austin, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years working in education with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with a model-driven investment process and integrates planning with investment strategies to optimize tax efficiency and manage assets across 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.