Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

Martin Katrein is a financial advisor at Per Stirling Capital Management, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at Per Stirling since 2017. Prior to that, he spent over two decades at Retirement Consulting Services, Inc. Per Stirling Capital Management is an SEC-registered 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 through a multi-advisor team.

John Clements is a CFP® with seven years of industry experience. He currently works at Brighton Jones LLC and previously worked at Durbin Bennett Private Wealth Management, Dean, Dorton, Allen, Ford, PSC, and Atria Senior Living. His background includes a year spent traveling in South America. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and coordinates services such as tax preparation, real-estate consulting, and family office support.

Bennett Woodward is a CFA® charterholder with over 22 years of experience in the financial services industry. He is currently with Waterloo Capital and has previously worked at Intelligent Wealth Solutions, Black Diamond Investment Partners LLC, and Raymond James & Associates. His background includes roles at multiple investment firms since 2004. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolios with periodic rebalancing and offers discretionary and non-discretionary management, financial planning, and access to sub-advisers and model portfolios.

Norma Rodriguez is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Austin, TX, holding Series 65 and Series 63 licenses with six years of industry experience. She previously worked at Frost Bank and its affiliated entities for a total of 22 years before joining her current firm. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation, diversification, cost control, and long-term discipline within an integrated service model that includes tax, accounting, and family-office support.

Mark Mcadams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ironclad Strategies LLC, Erben Associates, M HOLDINGS SECURITIES, Inc., and Eagle Strategies. In addition to his advisory role, he is a managing member and fractional CFO of Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolio construction with customized solutions and ongoing client reviews.

James Alders is a CFP® with 10 years of experience in financial planning and wealth management. He is currently a financial planner at Forefront Wealth Partners and Principatus Wealth, having previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory roles, he serves as an executor for his father-in-law’s trust and holds a treasurer position. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual, business, and corporate clients with discretionary investment management and comprehensive financial planning services. The firm customizes portfolios based on client-specific policies and offers coordinated estate and tax planning through a multi-advisor structure.

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.

Eric Dolin is a financial advisor at Forefront with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Wealth Management and Rembrandt Financial Group. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, using customized portfolios and a multi-advisor structure across numerous offices.

Joshua Kennedy is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held various roles including multiple years in education and staffing at Aptive Pest Control. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term asset allocation strategy that integrates multiple analysis techniques and emphasizes mutual funds and ETFs.

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.

Emma Satine is a financial advisor with 49 Financial in Austin, TX. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining 49 Financial, she worked in various roles including at Juice It Up and Camp Waldemar. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified investment approach and provides tiered fractional family office services along with access to third-party managers.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and 10 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is involved in ranch ownership and maintenance, participates on the Southlake Parks and Recreation board, and is president of Health to Abundance, a group health insurance company. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory services, he also provides fixed insurance services at 49 Financial. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm employs a disciplined, long-term diversified approach to asset allocation and integrates fundamental, cyclical, technical, and behavioral analysis in its investment process.

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, Apollonia Management Group, and the Texas Rangers Baseball Club. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients, focusing on customized, long-term portfolios with ongoing monitoring and periodic rebalancing.

Chase Bertrand is an investment adviser representative and vice president at 49 Financial with eight years of industry experience. He has held positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors, among others. Outside of his advisory role, he owns and manages Ranch Water Pool Co, a pool company in Austin, Texas. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis. The firm offers fractional family office services and employs a combination of proprietary and third-party model portfolios.