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.

Thomas Green is a financial advisor with PFG Advisors in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Edward Jones, LPL Financial, Cambridge Investment Research, and United Planners. He has maintained his own advisory presence since 2015. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

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.

Colton Dunn is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Ariv Wealth and Auburn University. Dunn is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Ryan Joyce is a CFP® with 20 years of industry experience, currently serving as a partner and investment advisor representative at Per Stirling Capital Management, LLC. He has been with both Per Stirling and B.B. Graham & Company, Inc. since 2013. Outside of his advisory role, he is involved in commercial real estate as a member of SS Overlook, LLC, and owns a vacation rental property. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment process combining fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to various objectives, and offers comprehensive financial planning and consulting services.

Daniel Macintyre is a Series 65-licensed advisor at Waterloo Capital in Austin, TX, with one year of industry experience. His prior roles include positions at Intelligent Wealth Solutions LLC, RightCapital, and the 6th Taxing District. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes customized, long-term, strategic portfolios with ongoing monitoring and annual reviews, offering both discretionary and non-discretionary management.

Kyle Hogue is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lord, Abbett & Co. LLC and MassMutual, among other firms. Outside of financial services, he was involved with Position Apparel LLC for four years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities as well as insurance companies.

Harrison Deshazo is a CFP® professional with six years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His career includes roles at Fidelity Investments, Thirvient Advisor Network (doing business as 49 Financial), and Purshe Kaplan Sterling Investments. Outside of finance, he has experience working with Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing assets for a broad client base, including high net worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market investments, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Gordon Reynolds is a CFP® and CFA® professional with 15 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, where he has worked since 2021. Prior to that, he spent 18 years at Wells Fargo Bank, NA. Reynolds is president and CEO of Ridgway Private Wealth, an independent RIA, and serves on several boards and committees, including the Community Foundation for Southern Arizona and the Tucson Symphony Orchestra. He also tutors finance students, including preparation for the CFA and CFP exams, and provides pro bono financial coaching to widows through Wings for Widows. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a broad range of investment products and platforms, with a focus on advisor-managed accounts and a variety of specialized offerings.

Ryan Niedbalski is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2017. Prior to joining Mission Wealth, he worked with Independent Financial Partners, LPL Financial, and Bryson Financial Group from 2011 to 2017. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and select third-party sub-advisors.

Nicholas Bishop is an investment advisor representative at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, he is also involved in insurance sales as a licensed agent. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, she worked at Wells Fargo Clearing and Raymond James Financial. She also supports registered representative activities through Provista Wealth Management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized solutions, overseeing advisor recommendations while allowing product and platform selection within approved menus.

Sean Nouveau is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has also worked at IAMS Wealth Management and operates Nouveau Financial Services and Khalasar LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jade Wilson is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and four years of industry experience. Prior to joining HUB Investment Partners in 2022, Jade worked at eHealth Inc and MUFG Investment Services. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies across various asset classes and maintains affiliations that support pension and institutional consulting.

Thomas Siebers is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the CFP® designation and a Series 65 license, and has 10 years of industry experience. Prior to joining HUB Investment Partners, he spent nine years at Millennium Advisory Services, Inc. HUB Investment Partners serves a diverse group of clients including institutional investors, corporate pension plans, public entities, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both retail and institutional clients.

Todd Dickinson is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Crux Wealth Advisors, Raymond James Financial Services, and Edward Jones. 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 approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to build model portfolios, while offering tailored solutions through adviser teams and third-party managers.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.