John Clements is a CFP® with seven years of industry experience currently affiliated with Brighton Jones LLC in Austin, TX. Prior to joining Brighton Jones in 2023, he worked at Durbin Bennett Private Wealth Management, LLC, and before that at Dean, Dorton, Allen, Ford, PSC. He also spent time traveling in South America in 2016. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, and other entities. The firm emphasizes a holistic, balance-sheet approach and offers a range of services including discretionary investment management, family office support, tax preparation, and access to private investment opportunities.

Bennett Woodward is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with Waterloo Capital Management since 2016 and simultaneously with Intelligent Wealth Solutions since 2019. Prior to that, he worked at Black Diamond Investment Partners LLC from 2010 to 2016. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages roughly $2.26 billion across 2,600 clients, offering customized portfolios through fundamental analysis and a long-term, buy-and-hold approach combined with access to third-party sub-advisers and a broad range of investment tools.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Frost Financial Services and Frost Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing roughly $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Mark McAdams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ironclad Strategies LLC and Erben Associates, LLC. In addition to his advisory role, he is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a primarily long-term, buy-and-hold approach, integrating various investment tools and providing access to third-party sub-advisers and comprehensive financial planning.

Keaton Christian is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked with several organizations, including Texas Stars, TCG Advisors, and MVPIndex. His background also includes roles at the University of Texas at Austin and involvement with Scottish Rite Dormitory. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

William Gungoll is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, he spent 12 years at Edward Jones. He is the owner of Buffalo Capital Management, a business that provides comprehensive financial planning for individuals and small businesses. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 20,000 client relationships. The firm supports a wide range of investment products and specialized offerings, allowing advisors to tailor strategies within an approved menu.

Patrick Maynor is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Merrill from 2015 to 2019 and has been with HUB Investment Partners since 2000. 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 allocations, using technical and cyclical analysis and regular portfolio reviews, and offers integrated advisory and consulting solutions through its affiliation with HUB International.

Joshua Kennedy is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. Prior to joining 49 Financial, he worked in various roles at Aptive Pest Control and has a background in education, including positions at Texas A&M University and multiple schools. 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, utilizing a disciplined, long-term diversified asset allocation approach with proprietary and platform model portfolios.

William Suntrapak is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds the Series 65 designation and has been with HUB Investment Partners since 2025. Prior to joining the firm, he was employed at the University of California, Berkeley and Clovis Community College. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banks and municipalities. The firm employs a combination of active and passive investment strategies and utilizes both internal and affiliated resources to provide comprehensive financial solutions.

Lynn Wiese is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds a Series 65 credential and has been with Advisory Services Network since 2015. In addition to her advisory role, she is the managing partner and owner of Caravan Partners Ltd, a family partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of advising, he is involved in ranch ownership where he participates in property maintenance, hunting, and fishing, and he serves as a board member for the Southlake Parks and Recreation. 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, managing approximately $1.4 billion with a multi-team advisory structure that emphasizes disciplined, long-term diversified asset allocation through proprietary and platform model portfolios.

Hayden Jacobs is a financial advisor at Victory Financial with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Victory Ventures, Oregon Mutual Insurance, Directors Mortgage, and Genpact. 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 driven approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored through adviser teams.

Stephen Davis is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. He is also a licensed fixed insurance agent, providing insurance services alongside his advisory work. 49 Financial serves individual and 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 primarily composed of mutual funds and ETFs.

Megan Gegen is a financial advisor at Waterloo Capital with a Series 65 credential and three years of industry experience. Her prior roles include positions at Muse Consultants and Apollonia Management Group, and she also has experience with the Texas Rangers Baseball Club. Outside of her advisory work, she is involved as a client service associate for AMG Wealth Advisors in Austin, TX. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach, employing fundamental analysis and diverse investment strategies through over 50 advisors managing approximately $2.26 billion for around 2,600 clients.

Chase Bertrand is an investment adviser representative with 8 years of industry experience, currently serving as Vice President at 49 Financial. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of his advisory roles, he owns a pool company in Austin, TX. 49 Financial serves a diverse client base ranging from individuals to high-net-worth entities and offers financial planning, investment management, and fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and model portfolios primarily consisting of mutual funds and ETFs.

Walter Rizo is a financial advisor at Mission Wealth Management, LP with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Based in Austin, TX, he has been with Mission Wealth Management since 2022. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and various institutional clients. The firm offers customized, long-term wealth management and financial planning strategies, utilizing a range of investment vehicles and emphasizing discretionary account management.

Bryan Prihoda is a financial advisor with Arax Advisory Partners in Austin, TX. He holds Series 65 and Series 63 licenses and has 13 years of industry experience, including prior roles at US Capital Wealth Advisors and USCA Asset Management. Outside of finance, he is involved in avocado production and importation through leadership positions in related businesses. 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 employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fees and carried interest arrangements.

Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and over 23 years of industry experience. His career includes roles at Findec Wealth Services, Inc., and Western Associates Insurance Services, as well as experience in plan administration and consulting through Embedded Capital Advisors LLC. He has also held business development responsibilities for third-party 401(k) plan administration. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering ERISA retirement plan consulting, HSA services, wealth management, and a wrap fee program. The firm employs long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages nearly $10 billion in assets across multiple offices.

Thomas Ditzer is a financial advisor at HUB Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at America's 401k, Inc. and Definiti LLC. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, incorporating technical and cyclical analysis to align investments with client objectives.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. Victory Financial Group provides 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 supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.