James Henry is a financial advisor at 49 Financial based in Austin, TX, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, 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.

Theodore Horowitz is a CFP® professional with over 31 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021. Prior to that, he worked at Ameriprise Financial Services, Inc. for nine years. Horowitz is the managing partner of TELA Holdings, LLC, operating under Bull and Bear Wealth Management, where he is involved in day-to-day operations and sales. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering a range of investment management and financial planning services.

Ransom Adams is a CFP® with 18 years of industry experience and currently serves as an advisor at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, and held multiple roles at USAA from 2009 to 2018. Outside of his advisory work, Mr. Adams sells fixed insurance approximately 10 hours per month. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing roughly $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that integrate internal management, third-party models, and tailored asset allocation.

Noe Lopez is a financial advisor at Per Stirling Capital Management, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill, Bank of America, JPMorgan Securities, and First Command Advisory Services. 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 manages approximately $1.566 billion in assets for about 1,074 clients, using a team-based approach and proprietary model portfolios tailored to clients’ objectives and risk tolerance.

Robert Huddleston is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Morgan Stanley, and E*TRADE Capital Management. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of services including portfolio management, retirement planning, and specialized consulting for banking and municipal clients.

Micah Medellin is a financial advisor at Transce3nd LLC (marketed as e3 Wealth) with two years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities and Texas State University. Outside of advising, he works as a driver for Uber. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, charitable organizations, and institutions. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers, offering a range of investment management and consulting services.

Michele Daniher is a CFP® with 10 years of experience in financial advisory. She is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans through discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process includes a customized policy developed with clients, combining various securities and specialized strategies, and it offers institutional retirement plan services and trustee options through an affiliated trust company.

Dennis Bielik is a CFP® professional with 13 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at Charles Schwab & Co., Inc. and its related entities. Outside of his advisory work, he serves as Treasurer for Creative Action, a nonprofit organization supporting after-school programs in New York. 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 across multiple asset types and offers specialized services tailored to banking and municipal clients.

Deanna Austin is a CFP® professional with two years of experience at Per Stirling Capital Management, LLC. She previously worked at Ark Financial and held a position at Texas Tech University. Per Stirling Capital Management, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across about 1,074 clients, utilizing a team-based approach and proprietary model portfolios.

Isabelle Hadel is a Series 65-licensed advisor with 49 Financial in Austin, TX. She joined the firm in 2026 and has prior work experience in construction, hospitality, and food service. 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, applying a disciplined, long-term diversified asset allocation approach through proprietary and platform model portfolios.

Bridget Tetak is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having previously spent nine years with Bank of America and Merrill. Tetak serves on the boards of Transitions, Inc., a domestic violence shelter, and Bethesda Care System, a healthcare organization, and chairs a committee for the Zanesville Kiwanis Club. 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 a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to both in-house and third-party solutions.

John Vanneman is a CFP® professional with 17 years of industry experience, currently serving at HUB Investment Partners, LLC. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He holds Series 63 and Series 65 licenses. HUB Investment Partners serves a diverse client base, including institutional and individual clients such as corporate pension plans, state and municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across various asset types and offers specialized services for banking and thrift clients, supported by both quantitative and qualitative portfolio management techniques.

Ashley Ament is a financial advisor at Kestra Private Wealth Services, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill Lynch Bank of America. Outside of her advisor role, she is a co-founder and owner of Ascend Private Wealth Management, a wealth management business based in Scottsdale, AZ. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of advisory, financial planning, and retirement services with access to both in-house and third-party managed solutions.

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.

Scott Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Forta Financial Group, Presidential Brokerage Inc, and Eqis Holding, Inc. Outside of advisory work, Winters serves as CEO and board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment company. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios as part of its investment approach.

Hunter Coleman is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Raymond James and Associates and the Louisiana Public Service Commission. Outside of advising, he serves as Board Treasurer for the Austin-based nonprofit aGliff, is a board member of the Columbia Alumni Association of Austin, and is involved in creative and entrepreneurial ventures including a photography and design studio and a candle-making business. Hilltop Securities serves individual and institutional clients with investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services through an open-architecture platform that includes third-party and firm-sponsored investment strategies.

Mark Herman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2021. Prior to that, he worked at Astoria Strategic Wealth for three years and Bell Wealth Management for four years. He also serves in the U.S. Army Reserve, a role he has held since 2011. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion across 135 advisors. The firm serves high-net-worth individuals, families, and institutional clients with wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, employing long-term investment strategies with a variety of asset types.

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.