Olivia Demissie is a financial advisor at HUB Investment Partners, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at AFS Financial Group, LLC for 12 years. She also maintains a real estate license outside of her advisory work. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, corporate pension plans, 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.

James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Daniel Tapia is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. His prior roles include positions at Rembrandt Financial Group LLC, LPL Financial, VOYA Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is involved in several business ventures including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, implementing strategies on a household basis to enhance tax efficiency and minimize overlapping holdings.

Chad Perry is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Level Four Advisory Services, and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance services and tax preparation activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and third-party sub-advisers.

Jake Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for over ten years. In addition to his advisory role, he is involved in insurance sales through a separate business focused on reviewing financial plans and recommending insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, supported by a network of affiliated offices and third-party sub-advisers.

Charles Munsell is a financial advisor at Victory Financial with 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Dahse Financial Group, and Institutional Securities Corp. Outside of finance, he serves as a Texas Music Adjudicator for the Texas University Interscholastic League, a role he has held since 1982. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Mia Cattaneo is a CFP® professional with two years of industry experience, currently working at Mission Wealth Management, LP in Austin, TX. She has held roles at Mission Wealth Management since 2021 and previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans, endowments, and charitable organizations. The firm offers a comprehensive wealth management approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, providing tailored portfolios that include a broad range of asset types and services.

Brandon Bullock is a Series 65-credentialed financial advisor with eight years of industry experience. He has worked at HUB Investment Partners, LLC since 2026 and has held prior roles at HUB International Limited and Taylor Advisors, Inc., including the predecessor firm Taylor Advisors. HUB Investment Partners serves a diverse client base of institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized programs such as the Managed Asset Portfolio Program for municipal cash management. The firm uses a combination of active and passive investment strategies across multiple asset types and provides tailored services for banking and municipal clients.

Christopher Wells is a CFP® professional with 22 years of experience in financial advising. He is currently with Victory Financial Group, where he has worked since 2023, and has prior experience at Purshe Kaplan Sterling Investments and Equitable Advisors. Wells is also a founding partner of Victory Financial Group. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Aaron Williams is a financial advisor with Lifeworks Advisors, LLC in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience, including 11 years at Brookstone Wealth Advisors, LLC prior to joining Lifeworks in 2026. He is also a licensed insurance agent engaged in insurance sales and implementation outside of trading hours. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a combination of model strategies, fundamental and quantitative analysis, and tax-aware portfolio management, supported by integrated tax and insurance services and proprietary client technology.

Erik Hansen is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at GLOBAL Retirement Partners, Empower Advisory Group, and Massachusetts Mutual Life Insurance Company. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and defined contribution plan advisory services. The firm uses a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening, and provides specialized services for banking and municipal clients.

William Moening is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Aegis Capital Corp. He previously worked at RBC Capital Markets, LLC and Wells Fargo Clearing. Moening is a board member of the nonprofit Mainspring Schools in Austin, TX. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable emphasis on non-discretionary asset management and active broker-dealer activities.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 11 years with NYLife Securities and 8 years with Mutual of Omaha. Martinez is also licensed as an insurance agent, selling life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers and its own platforms. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a wide client base with various investment and retirement solutions.

Bradley Hoegler is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He worked at TD Ameritrade for 17 years before joining HUB Investment Partners in 2020. 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, employing technical and cyclical analysis and serving as a fiduciary for retirement plans and IRAs.

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.

Katia Palza is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent ten years at Silicon Hills Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and provides comprehensive investment management, financial planning, and retirement plan consulting services.

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, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TCG Advisors, LLC, a HUB International company, since 2022, following seven years at Voya Financial Advisors, Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, providing 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 strategies across various investment vehicles and integrates quantitative and qualitative approaches to manager selection and portfolio review.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He spent over three decades at Royal Alliance Associates, Inc. before joining Integrated Financial Planning Center LLC, where he worked from 2021 to 2022. Outside of advisory roles, Kuhs is involved in the sale of prepaid legal services through a sole proprietorship. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning services, employing an open-architecture investment platform that incorporates both affiliated and unaffiliated third-party managers.