Benjamin Long is a financial advisor with 9 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He holds Series 65 and Series 63 licenses and has previously worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, Axa Advisors, and Bank of America. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory, using proprietary and platform model portfolios primarily composed of mutual funds and ETFs, alongside third-party managers and tactical rebalancing.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2023. Stewart is also the owner of Tight Lines Financial Management LLC, a tax-related entity, and serves as Operations Director at Kindred Wealth Partners, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and various managed programs, supporting advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

John Courville is a financial advisor at Kintra Wealth, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC, and spent several years in education and health club management. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental analysis, focusing on tax efficiency and coordinated planning and investment strategies.

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 five years of industry experience. Jie has been with BOK Financial Private Wealth, Inc. since 2024 and has also worked at Bokf, Na since 2014. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and benefits from its integration with a financial holding company structure that includes a national bank, trust provider, and SEC-registered broker-dealer.

Colton Dunn is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Ariv Wealth and Auburn University. He is also licensed as a fixed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, managing approximately $1.4 billion with a multi-team advisory staff.

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.

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 MassMutual and MML Investors Services. Prior to his financial services career, he was involved with Position Apparel LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Harrison Deshazo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. His prior experience includes roles at Fidelity Investments and Thirvient Advisor Network dba 49 Financial. Outside the financial sector, he has worked with organizations such as Kanakuk Camps and Mamaka Bowls. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, offering both discretionary and non-discretionary portfolio management and a range of financial planning and consulting services.

Gordon Reynolds is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding CFP® and CFA® designations and over 15 years of industry experience. Prior to joining Kestra in 2021, he worked at Wells Fargo in various roles from 2003 to 2021. He serves as President and CEO of Ridgway Private Wealth and holds board and investment committee roles with several nonprofit organizations, including the Community Foundation for Southern Arizona and the Tucson Symphony Orchestra. He also tutors students in finance and exam preparation. Kestra Private Wealth Services serves a diverse client base, including individuals, retirement plans, and institutional entities, offering a range of advisory services from discretionary portfolio management to financial planning and consulting. The firm supports multiple investment platforms and products while providing fiduciary consulting and has notable resources such as an affiliated trust company and placement-agent services for private funds.

Ryan Niedbalski is a CFP® professional with 14 years of industry experience. He has worked at Mission Wealth Management since 2017 and previously spent six years at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Niedbalski is based in Austin, TX. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals and families as well as institutional clients, including non-profits, endowments, and pension plans. The firm provides a tiered, customized service model and emphasizes long-term investment strategies that incorporate ETFs, institutional mutual funds, individual securities, and alternative investments.

Nicholas Bishop is a financial advisor with 8 years of industry experience, currently serving at 49 Financial. He holds Series 63 and Series 66 credentials and has worked at firms including Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and AXA Advisors, LLC. Outside of his advisory role, he has experience in the food service industry through a position at Rise Biscuits. 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, utilizing a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, Reid worked at Wells Fargo Clearing and Wells Fargo Advisors. She also supports Provista Wealth Management as a registered representative and client associate. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting independent advisor decision-making with access to various managed solutions and platforms.

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 CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. for nine years. HUB Investment Partners serves a diverse client base including institutional and individual investors such as pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive investing strategies across multiple asset types and offers specialized services for banking and thrift 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 in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously spent 17 years with Edward Jones before joining Kestra in 2025. Dunham serves as chairman of the board for the Five Loaves and Two Fish Food Pantry and is involved with the Kiwanis Club of Griffin in financial committee and fair board roles. Kestra Private Wealth Services serves a diverse client base, including individual, retirement plan, and institutional clients, offering a range of advisory services such as portfolio management, financial planning, and private fund placement. The firm supports multiple advisory platforms and investment options, alongside affiliated trustee services and institutional banking relationships.

George Feid is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior experience includes roles at Horace Mann Investors Inc., METLIFE Investors Distribution Company, and HUB International Investment Services. 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 combination of active and passive investment strategies and maintains affiliations with related entities to provide consulting and advisory services.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and Beacon Financial Group. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that incorporates diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.