Caleb Delzell is a Series 65-licensed advisor with 0 years of industry experience, currently with 49 Financial in Austin, TX. His prior experience includes roles at TPC Deere Run and First Wealth Financial Group, as well as time spent as a student. 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, retirement-plan consulting, and tiered fractional family office services, employing a disciplined, long-term asset allocation strategy based on Modern Portfolio Theory.

John Chatmas Jr. is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Waterloo Capital since 2011 and also worked at Intelligent Wealth Solutions from 2019 to the present. Waterloo Capital is an SEC-registered multi-team advisory firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm specializes in customized portfolio management using fundamental analysis and a primarily long-term, buy-and-hold strategy, supported by a variety of investment tools and integrated cash and lending solutions.

Michael Voltin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. His prior roles include positions at Bank of America and Merrill from 2018 to 2024, as well as Axa Advisors from 2013 to 2018. Outside of his advisory work, he serves on the board of CoSource, Inc., a for-profit S corporation based in Dallas. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Michelle Varner is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase Bank, Cetera Investment Services, and First Fidelity Bank. HUB Investment Partners serves a diverse client base, including institutional investors and high-net-worth individuals, offering a range of portfolio management, retirement planning, and advisory services that utilize both active and passive investment strategies across multiple asset classes.

David Combs is a financial advisor at Kestra Private Wealth Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a managing partner at Canton Wealth Partners, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Klinton Kennedy is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Catalyst Retirement Solutions, where he provides retirement planning and insurance services. 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 platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and nearly 20,000 client relationships.

Lauren Davis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. She previously spent 22 years at Edward Jones. Outside her advisory role, Davis manages an LLC related to her DBA and works as a financial consultant assisting clients with financial planning and insurance. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized services such as annuity subaccount and 529 plan management.

June Pinkney is a Series 65 licensed financial advisor with HUB Investment Partners, LLC, based in Austin, TX, and has two years of industry experience. Prior to joining HUB Investment Partners, she worked in consulting and sales roles, including at Beyond Branding Consulting and Mary Kay. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm integrates active and passive investment strategies and employs quantitative and qualitative manager evaluation.

Gay Thompson is a CFP® and holds a Series 66 license with 16 years of industry experience. She is affiliated with Per Stirling Capital Management, LLC and B.B. Graham & Company, Inc., where she has worked since 2018. Thompson also manages a non-investment-related business as a managing member of GM Northwest Holdings, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a discretionary investment approach that integrates fundamental, technical, cyclical, and statistical analysis to build portfolios tailored to a range of objectives, offering comprehensive financial planning and consulting services.

Rhonda Harwell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 12 years before joining Kestra in 2025. Outside of advising, she serves as a registered associate at Inspired Wealth Planning and is a commissioned notary. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Jessie Timmins is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors and USCA Securities. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation to meet client objectives while offering a wide range of advisory and financial planning services.

Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he participates as a flag runner during Dallas Cowboys home games. 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, retirement-plan consulting, and fractional family office services, utilizing a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Amber Bell is a financial advisor at Per Stirling Capital Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Per Stirling Capital Management since 2017, with additional experience at Bb Graham & Company, Inc. Amber is also a registered representative at Bb Graham & Company, Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and comprehensive financial planning, utilizing a multi-advisor team approach that combines fundamental, technical, cyclical, and statistical analysis to construct client portfolios.

Philip Hecker is a financial advisor with HUB Investment Partners, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at several firms including Global Retirement Partners, LPL Financial, and MassMutual. Hecker provides administrative support to Global Retirement Partners, an independent investment advisory firm. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

William Alexander is a financial advisor with Transce3nd LLC, holding a Series 65 credential and bringing 17 years of industry experience. He previously worked at Brookstone Capital Management before joining Transce3nd in 2022 and is also a half-owner of Alexander Financial Management, an entity involved in annuity sales and investment advisory bookkeeping. Additionally, he is a licensed insurance agent for life, health, and long-term disability products. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and retirement plans, offering both discretionary and non-discretionary investment management alongside financial and retirement planning services. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and often implements portfolios through third-party model and money managers.

Ryan Robaugh is a CFP® with 13 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior roles include positions at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and provides access to independent managers and private placement opportunities for accredited investors.

John Wright is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds a Series 66 designation and has worked previously at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of advisory work, he is a licensed insurance producer in life, health, and disability insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting fee negotiation and third-party service platforms.

Madeline Blok is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license with one year of industry experience. Prior to joining 49 Financial, she worked for the University of Texas Recreational Sports for four years. Blok is also registered as a fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a long-term, diversified asset allocation strategy based on a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

Charles Dyson is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Millennium Advisory Services and Fidelity Investments. His background also includes roles in education with Chesterfield County Public Schools and Longwood University. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and employs both technical and cyclical analysis in its investment process.