Blake Broussard is a financial advisor at Optas, LLC with a Series 65 credential and no prior industry experience. Outside of finance, he is involved in music education as a vocal coach at Hudson's on Mercer Street, a music school and venue in Dripping Springs, TX. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.

Bryan Shuda is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Truist Investment Services and BB&T over a span of more than a decade. Hampton Rock Wealth Management is a six-advisor team managing approximately $192 million for around 50 clients, serving individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. The firm uses proprietary model portfolios combining equity, fixed-income, and ETF strategies, applying fundamental, quantitative, and modern portfolio theory analyses to tailor investment solutions and provide consultative financial planning and family-office administrative services.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management with experience that includes roles at KPMG and Southern Methodist University. She joined Hampton Rock in 2024 and holds relevant industry credentials. The firm, consisting of six advisors and managing approximately $192 million, serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. Hampton Rock Wealth Management offers a range of services including discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services, utilizing proprietary portfolio models and a consultative planning approach.

Sean Scruggs is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network (Abiding Wealth Partners), Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory role, he serves as president of Ridgemont 1C110, LLC, an entity established to support the business operations of Abiding Wealth Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and is notable for its role in selecting and overseeing other advisers and model providers, including partnerships for outsourced CIO and model services.

Matthew Sims is a financial advisor with 21 years of industry experience, currently with 49 Financial in Austin, TX. He holds a Series 66 designation and has previously worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he consults part-time for 25 Giving, a nonprofit consulting organization that assists charitable planning for nonprofits. 49 Financial serves a diverse client base, including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, primarily composed of mutual funds, ETFs, and third-party managers.

Stuart Huckin is a financial advisor at Waterloo Capital with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, BB&T Securities, and SWH Investments LLC. Outside of advisory roles, he is a passive investor in oil and gas minerals, private wine storage, and a financial market application. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses fundamental analysis and a predominantly long-term, buy-and-hold investment approach, offering customized portfolios as well as access to third-party sub-advisers and a broad range of investment tools.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His background includes roles in various industries such as marketing, hospitality, and delivery services. 49 Financial serves a diverse client base including individuals, 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 mainly composed of mutual funds and ETFs.

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Merrill, Charles Schwab, and Synergy Wealth Solutions. He also serves as a Senior Client Service Specialist for Ascend Private Wealth Partners, where he provides general market insights and assists clients with transactions. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services through both discretionary and non-discretionary arrangements.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each firm. Outside of his advisory work, Turner serves as President of the Ocean Reef Towers Board of Directors, addressing community issues. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and platforms while offering both discretionary and non-discretionary management arrangements.

Zachary Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he owns Dauphine Capital, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a broad range of investment products and specialized offerings.

Micah Damrow is a financial advisor with 7 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Axa Advisors. Outside of financial advising, Damrow coaches high school basketball and serves as a deacon involved in community group leadership at The Austin Stone Community Church. 49 Financial serves individual and high-net-worth clients, trusts, estates, and corporations, offering financial planning, investment management, consulting, and fractional family office services. The firm emphasizes a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios with ongoing oversight of allocations and manager performance.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Waterloo Capital since 2018 and previously at Calton & Associates, Inc. and Raymond James & Associates. She is also a partner in HMI, LLC, an investment-related business involved with private equity. Waterloo Capital is a multi-team SEC-registered advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold approach supplemented by access to third-party sub-advisers and a wide range of investment tools.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Richard Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He spent 28 years at Edward D. Jones & Co., L.P. prior to joining Kestra in 2023. Outside of his advisory role, Smith is president of Inspired Wealth Planning, an insurance business, and Central Planning Group. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

Connor Bartley is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2026. Prior to his advisory role, his background includes positions at Oakwood Capital Securities, Inc. and various employment outside the financial sector. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms.

Theodore Lisa is a financial advisor at 49 Financial based in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked in roles at the University of Texas, Harbor View Hotel, Common Area Maintenance and Partners, and Phillips Exeter Academy. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory and offers model-based strategies managed through third-party platforms with ongoing oversight.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.