Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Gilley Jr is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, LLC and is involved with USCA Municipal Advisors LLC, providing municipal financial advisory services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Brooks Palmer is a CFP® with six years of industry experience, currently advising at Root Financial Partners in Austin, TX. Prior to joining Root, he worked at Dimensional Fund Advisors and Ark Royal Wealth Management. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive allocations tailored to client objectives and also offers educational seminars and online academies separate from advisory services.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Rick Horton is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Wealthplan Advisors. He is based in Austin, TX. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors. The firm employs both active and passive investment strategies and offers a range of services such as portfolio management, retirement planning, and specialized solutions for banks and municipalities.

Cole Pettis is a financial advisor at 49 Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios monitored by an Investment Committee.

Chase Abshier is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 65 designation with eight years of industry experience. Prior to joining Arax in 2026, he worked at US Capital Wealth Advisors LLC for eight years. His background also includes roles at Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of advisory and portfolio management services through a combination of internal management and third-party strategies.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management and comprehensive financial planning. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at Intrust Bank for 10 years and LPL Financial for 7 years. HUB Investment Partners serves a wide range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm uses a combination of active and passive investment strategies and employs quantitative and qualitative manager screening in its investment process.

Alp Atabek is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with AFS Financial Group and Commonwealth Financial Network. He is also a part owner of MoneyNav, LLC, a company focused on software development for retirement plan sponsors and participants. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized advisory services. The firm employs a combination of active and passive investment strategies and provides dedicated solutions for banking and municipal clients.

Clifford Mctee III is a CFP® professional with 40 years of experience in financial advisory roles. He currently serves at Arax Advisory Partners and has held previous positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of financial advising, he is a general contractor and owner of Ford Build LLC and serves as an arbitrator for FINRA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including portfolio management, financial planning, and retirement consulting, employing both internal and external asset management strategies.

Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at UBS Financial Services and Riverstone Wealth Management before joining Kovack Advisors in 2013. Kovack Advisors is a multi-team registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported platform to deliver portfolio management and financial planning services through a combination of internally created models and third-party managers.

Kelly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently with Arax Advisory Partners since 2026. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, Cooper provides fixed insurance solutions to clients as an agent. 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 utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and carried-interest structures.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He has one year of industry experience, including roles as a Junior Investment Analyst at both Waterloo Capital and Intelligent Wealth Solutions. Prior to his advisory career, he worked in various positions across different industries. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities with a minimum account size of $1 million. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios, comprehensive financial planning, and access to third-party sub-advisers using a primarily long-term, fundamental investment approach.

David Farrell is an investment advisor representative with 11 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He has held roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is also licensed as an insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach, utilizes proprietary and third-party model portfolios, and provides tiered fractional family office services.

Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside services such as tax preparation, real estate consulting, and family office administrative support.

Blake Mctee is a Series 66 licensed financial advisor with six years of industry experience, currently with Arax Advisory Partners. His background includes roles at USCA Securities LLC, U.S. Capital Wealth Advisors, LLC, Wells Fargo Clearing Services LLC, and service in the U.S. Air Force. He is also a flight commander and special warfare officer with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation to meet client objectives, employing a variety of fee structures including performance-based arrangements for certain qualified investors.