Caleb Killpatrick is a Series 65-licensed financial advisor with 49 Financial in Austin, TX, where he has worked since 2026. He has prior experience in various roles including positions at Texas A&M University, Camp Deer Run, and several church organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Ernest Horn is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Southside Bank, Raymond James Financial Services, Inc., and Capital Wealth Strategies. Outside of his advisory role, Horn serves as a board trustee for the Texas State University Development Foundation and lectures on personal finance courses at Texas State University. HUB Investment Partners serves a diverse client base including institutional, municipal, and high-net-worth individual clients, offering a range of portfolio management and financial planning services. The firm combines active and passive investment strategies and provides specialized banking and municipal services, supported by affiliate relationships and consulting partnerships.

Mickey Bryan is a CFP® professional with 18 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at LPL Financial, LLC and Rembrandt Financial Group, LLC. Kintra Wealth, LLC provides wealth management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm integrates model-driven asset allocation with fundamental security analysis, serving both retail and institutional clients while emphasizing tax efficiency and customized investment strategies.

Bradley Schardein is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience with Millennium Advisory Services and Dicks Sporting Goods. HUB Investment Partners provides investment management and financial 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 Milby is a Certified Financial Planner (CFP®) affiliated with Kestra Private Wealth Services, LLC, with 40 years of experience in the financial industry. His prior roles include positions at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he is the founder and owner of REDOOS INC., a private ride share software company, and he also serves as founder, CEO, and CIO of Campus Private Wealth, an insurance-related firm. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, including annuity subaccount management and 529 plan services.

Kristin Griffin is a financial advisor with 7 years of industry experience, currently with 49 Financial in Austin, TX. She holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Griffin also serves as a senior manager in client operations and compliance for an SEC-registered investment adviser. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term, diversified asset allocation strategy using proprietary models and third-party managers while offering planning and discretionary portfolio management through a multi-team advisory platform.

Walker Wiese is a Series 65-credentialed advisor with Advisory Services Network in Austin, TX. He has held roles at Uber Technologies, Alvarez and Marsal, Kellogg School of Management, Kendra Scott Jewelry, and The University of Texas at Austin. Wiese has zero years of industry experience in financial advising. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Nazneen Kaka is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. She holds a Series 66 designation and has four years of industry experience. Prior to Kestra, she worked at Bank of America and Merrill. Kaka is also involved in holistic financial planning through her role with Attain Wealth Partners. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages over $13 billion in client assets and offers access to a wide range of investment products and platforms within an approved menu.

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and with Kestra Private Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee on the Board of Hargrave Military Academy. 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 specialized services, including annuity subaccount management and 529 plans, with an emphasis on advisor-managed accounts and third-party platforms.

Lillian Cheesar is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, she worked in various roles including positions at Texas Performing Arts Center, Franklin Finders, Tecovas, Bazille, and Crumbl Cookies. She also attended the University of Texas at Austin. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans by offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds, ETFs, and selected third-party managers.

Will Crenshaw III is a Series 65-licensed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, he worked at Builders FirstSource and Monreal Framing Company. Outside of advising, Crenshaw 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, consulting, retirement-plan consulting, and fractional family office services, using a disciplined, long-term diversified asset allocation approach primarily implemented through proprietary and platform model portfolios.

Bruce Wehner is an investment adviser representative at Transce3nd LLC with 18 years of industry experience. He has worked at several firms, including Kalos Capital and National Planning Corporation, and has been involved with E3 Wealth since 2007. Outside of his advisory role, he hosts a podcast titled "The Money Advantage," which focuses on business structuring and cash flow strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Gregory Rosner is a financial advisor at 49 Financial with nine years of industry experience and a Series 66 designation. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, AXA Advisors, and Thrivent Advisor Network. Outside of financial advising, he owns Ranch Water Pool Co., a pool maintenance and repair company based in Texas. 49 Financial serves individual and 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 approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Jordana Kutnick is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at KPMG, Action Behavior Centers, Montemayor Britton Bender, and several other firms. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including discretionary investment management, financial planning, tax preparation, and access to private investment opportunities, employing a balance-sheet, holistic approach to client advice.

Ronda Koehler is a Certified Financial Planner® with 23 years of industry experience. She is currently with BlueSpring Wealth Management, LLC and previously worked for Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. BlueSpring Wealth Management serves a diverse client base including individuals, business owners, and pension plans, offering discretionary and limited non-discretionary investment management along with financial planning and retirement consulting. The firm utilizes a customized investment process supported by an Investment Committee and specializes in portfolios combining multiple asset types and strategies.

Michael Ihlenfeldt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at 49 Financial in Austin, TX. His prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach and manages approximately $1.4 billion with a large team of advisors.

Joshua Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Smith is also the managing partner of Symphony Wealth Group, an independent insurance-related practice focusing on client relationships and financial planning. 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 manages client assets across a wide range of products and platforms, offering both discretionary and non-discretionary arrangements.

Samuel Parker Jr. is a financial advisor at Arax Advisory Partners with 39 years of industry experience. He has held roles at UBS Financial Services for over two decades and at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC before joining Arax Advisory Partners in 2026. Outside of his advisory work, he is a managing partner of an investment-related LLC focused on rental property management. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, featuring unique performance-based fee arrangements and a range of advisory services.

Ryan Davis is the Vice President and Branch Leader at Fidelity Investments' Austin Domain Investor Center. In this role, he leads a team dedicated to creating financial plans tailored to the personal needs of their clients, emphasizing trusted partnerships and comprehensive financial planning. He has been with Fidelity Investments since 2001, holding various positions including Assistant Branch Manager, Senior Account Executive, Relationship Officer, Financial Planning Consultant, Proactive Representative, Investment Representative, and Service Trader. Prior to joining Fidelity, he worked as a Loan Officer at Legacy Financial Group from 2000 to 2001. Details about his education, credentials, personal interests, or community involvement were not provided.

Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.