Richard Drucker is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed 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, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach with model portfolios and third-party managers.

Anjali Mehta is a financial advisor with Waterloo Capital in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning, along with academic engagement at the University of Colorado. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across about 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach and access to diverse investment tools and third-party sub-advisers.

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, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is the owner of a tax-focused entity, Tight Lines Financial Management LLC. Kestra Private Wealth Services, LLC delivers 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, combining discretionary and non-discretionary arrangements with specialized services such as annuity subaccount and 529 plan management.

John Courville is a financial advisor with Kintra Wealth, LLC in Austin, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years working in education with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with a model-driven investment process and integrates planning with investment strategies to optimize tax efficiency and manage assets across households.

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 CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021, following an 18-year tenure at Wells Fargo Bank, NA. Reynolds serves as President and CEO of Ridgway Private Wealth, an independent investment advisory firm, and holds several board positions, including investment committee membership and treasurer roles for various nonprofit organizations. He also tutors students in finance and exam preparation for the CFA and CFP designations. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and emphasizes operational and institutional support, including affiliations with a trust company and specialized retirement and insurance-related services.

Ryan Niedbalski is a CFP® with 14 years of industry experience. He has been with Mission Wealth Management, LP since 2017 and previously worked at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset types and offers services including financial planning, portfolio management, and consulting through several tiered models.

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, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2021. She is also involved in registered representative activities through Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms, including discretionary and non-discretionary arrangements.

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, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.

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.