Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes both internal and third-party asset managers.

Jack West is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2015. West is also president of J.C. West & Associates, Inc., where he provides financial and wealth management consulting services, including retirement and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in assets under management. The firm supports a broad range of investment products and platforms, providing both discretionary and non-discretionary services.

Steven Shorley is a financial advisor with Transce3nd LLC and holds Series 63 and Series 66 licenses. He has seven years of industry experience and has worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Capital. Outside of advisory roles, Shorley operates a photography business and offers voluntary benefits for employees through a tax and accounting firm he is involved with. Transce3nd LLC serves a wide range of clients including individuals, foundations, and retirement plans, providing investment management, financial planning, and consulting services. The firm uses a strategic asset allocation approach and incorporates third‑party models and risk profiling tools in its investment process.

Brett Grau is a CFP® with 17 years of experience in the financial industry. He is currently with Root Financial Partners and has held previous roles at Charles Schwab and its affiliated entities. Outside of financial advising, he manages a vacation rental property in Tennessee as an Airbnb Superhost and provides administrative assistance to a family friend's law practice. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to clients’ needs and incorporates specialized strategies and educational programming as appropriate.

Cristhian Gonzales is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has been with TCG Advisors, LLC, a HUB International company, since 2019. Gonzales’s prior work includes roles related to education and involvement with the University of Texas. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, 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 goals.

Kelli Mastel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Her prior work includes roles at HOMAKER, Stone Co Climbing, Compass Group, and the YMCA. Outside of advising, she has experience in the coffee business through 1418cOFFEE. 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, employing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

Garrett Pittman is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Gallagher Fiduciary Advisors, Kestra Advisory, TCG Advisory Services LLC, and TCG Advisors, LP. He participates on the Nationwide Consultant Advisory Council, providing insights on field developments. HUB Investment Partners serves a range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and integrates quantitative and qualitative manager screening in its process.

William Warrenburg is a Series 65-licensed advisor with Waterloo Capital in Austin, TX. He joined the firm in 2025 and has held various roles prior to his current position, including work in landscaping, senior living, and utility contracting. His industry experience is currently limited. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 51 advisors, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

Jack Breen is a financial advisor with 3 years of industry experience, currently practicing at 49 Financial in Austin, TX. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and TMF Group. Breen is also licensed as an insurance agent, providing and implementing insurance strategies for clients. 49 Financial serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and a fractional family office program, utilizing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Brian Libby is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 credential and nine years of industry experience. Prior to joining HUB, he spent nine years at The Vanguard Group and has also operated as a self-employed advisor. Outside of his advisory work, he creates content on YouTube and owns a home and auto cleaning service. 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 and engages in quantitative and qualitative manager screening to guide investment decisions.

Trenton Milner is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and previously worked at Starbucks and East Texas Baptist University. In addition to his advisory role, he is a licensed insurance agent. 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, and tiered fractional family office services, employing a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Logan Gilland is a CFP® with five years of industry experience, currently advising at BlueSpring Wealth Management, LLC. His prior experience includes roles at Kestra Financial Inc. and Joule Financial, as well as a year at GE Aviation. Vector serves individuals, business owners, trusts and estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including option overlays and hedging for concentrated positions.

Galen Gabourel is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Per Stirling since 2014. Outside of advisory work, he is the owner of a vending machine business. 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 across about 1,074 clients, utilizing a team of roughly 30 advisors and employing a combination of fundamental, technical, and statistical investment analysis methods.

John Osullivan is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been associated with Per Stirling Capital Management since 2009 and also works with B.B. Graham & Co., Inc. Outside of his advisory role, Osullivan manages commercial real estate entities in Austin, TX. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and financial planning services.

Jocelyn White is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. She previously worked at the Teacher Retirement System of Texas and has a background that includes roles in education and nonprofit sectors. Outside of finance, she is the owner and director of a creative services business focused on musical performance and fine art creation. 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 uses a combination of fundamental, technical, and statistical methods in its investment approach.

Adam Lublin is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones for 13 years before joining Kestra. Outside of his advisory role, he is involved in managing real estate properties and owns an independent financial business entity. 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 a broad range of investment products and platforms, overseeing advisor recommendations within its approved menu.

Ana Romero is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, Business Financial Group, and Commonwealth Financial Network, among other firms. Ana also engages in fixed insurance sales 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 employs a combination of internal portfolio management, third-party models, and tailored asset allocation while offering services that include financial planning, discretionary and non-discretionary portfolio management, and advisory services to pooled private funds.

Sierra Baker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, she worked at Bank of America and Merrill Lynch from 2020 to 2024. In addition to her advisory role, she serves on the board of a local welfare organization and owns SMB Financial Holdings, LLC for tax management purposes. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms, with a focus on both discretionary and non-discretionary account management.

Jensen Lorea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB, he worked at AFS Financial Group, LLC, and he also coaches junior varsity wrestling at Montgomery County Public Schools in Rockville, MD. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual and high-net-worth investors, corporate and municipal plans, and trusts. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis to align investments with client objectives.