Jacob Roos is a financial advisor with 5 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has prior experience at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, Roos has been involved in insurance sales as a licensed fixed insurance agent. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

Hudson Ruen is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has held prior roles at Spare Birdie, Premium Retail, and McMurry University. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, and municipal entities. The firm combines firm-managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives, offering a range of advisory solutions through multiple platforms.

Caleb Kuhn is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of advisory work, he is a licensed insurance agent providing fixed insurance services. 49 Financial serves a wide range of clients 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 asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Conner Haney is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Outside of his advisory role, Haney coaches youth soccer for HTX Soccer, managing two teams with regular training sessions and weekend games. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm emphasizes disciplined, long-term diversified asset allocation and employs model-based strategies monitored through third-party platforms.

Paul Hunt is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Millennium Capital, LLC and Millennium Advisory Services, Inc. He was a member of Millennium Capital, LLC, a non-investment related entity that was dissolved in 2025. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a combination of internally managed model portfolios and customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Julie Lane is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. She previously worked at Voya Financial Advisors, Inc. from 2015 to 2022 before joining TCG Advisors, LLC, a HUB International company, in 2022. HUB Investment Partners provides investment management and retirement 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, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Chad Benoit is a financial advisor with Transce3nd LLC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior work includes roles at Madison Avenue Securities, e3 Wealth, Royal Alliance, and National Planning Corporation. Benoit is also a treasurer and partner in a non-medical adult homecare business serving elderly individuals. Transce3nd LLC serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process utilizing fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and a third-party wrap fee platform.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation and 44 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 32 years before joining Integrated Financial Planning Center LLC, where he has been active since 2021. Outside of his advisory role, he is involved in conducting educational seminars on financial planning and is a sales agent for prepaid legal services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies based on client goals and risk tolerance, while providing ongoing due diligence and monitoring of third-party managers.

Louis Aquino is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Aquino also serves as a trustee of a living trust for an Irrevocable Life Insurance Trust for his family. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and uses proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Gretchen Saurage is a CFP® with two years of industry experience, currently serving at The Wealth Consulting Group in Austin, TX. Her prior roles include positions at LPL Financial, Intrua Financial, SunPro Solar, Texas A&M University, and Edward Jones. She also provides administrative and investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and integrates legal-service pathways alongside its advisory offerings.

Robert Phipps is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has been with Per Stirling Capital Management since 2009. Outside of his advisory role, he serves as managing member for several commercial real estate entities. 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 offers discretionary investment management and financial planning services, employing a multi-advisor team that uses a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to client objectives.

Adam Steen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Kestra in 2024. Outside of his advisory role, Steen manages a working farm and oversees agricultural operations. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

Marcel Miu is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently with Core Planning in Austin, TX, where he has worked since 2026, following roles at Simplify Wealth Planning LLC and Cohen & Steers. Marcel also provides project-based consulting and serves as a subject matter expert advisor to a start-up technology company. Core Planning offers fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2023. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment, and is CEO of Thriving Asset Management. Kestra Private Wealth Services serves a diverse clientele including individual investors, retirement plans, and institutional entities, offering a range of advisory services and investment platforms that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments.

Megan Rahmes is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has previously worked at Merrill and Scottrade before joining Hilltop Securities in 2021. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates both third-party and firm-sponsored investment strategies.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Kenneth Price is a CFP®, CFA®, and ChFC® with 23 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2015. He has been teaching the CFP Capstone class at the University of Texas since 2004 and is an author who updates educational materials on insurance planning and risk management. He is also affiliated with House of the Lord Fellowship Church. 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 multiple proprietary portfolios through a team of 31 advisors.

Benji Mcleod Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes nine years at Bank of America and Merrill. Outside of financial advising, he owns a local meat market grocery store in Perry, GA. 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 and retirement plan services while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.