Faith Austin is a financial advisor at 49 Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Baylor University and its Student Athlete Center for Excellence. She is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and employing a disciplined, long-term diversified investment approach rooted in Modern Portfolio Theory.

Jacob Boyer is a financial advisor with Root Financial Partners in Austin, TX, holding a Series 65 designation and one year of industry experience. Before joining Root Financial Partners in 2026, he worked at Guiding Financial LLC and held various roles in retail and education sectors, including positions at Huckberry, Absolute Tree Care, Arc'teryx, and Colorado Christian University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach with tailored portfolios and offers educational programming alongside its advisory services.

Charles Palmer IV is a CFP® with 22 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2023 after previously working at Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also the owner of Tight Lines Financial Management LLC, involved in receiving and distributing income from Kindred 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 approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, USCA Securities LLC, USCA RIA LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a minority owner of two restaurant ventures, Original Brooklyn Pie Inc., in Round Rock and Austin, Texas. Arax Advisory Partners offers wealth management services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house teams, external managers, model portfolios, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

James Gilley Jr is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC. He is also involved with USCA Municipal Advisors LLC, providing financial advisory services to municipalities and government entities. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, external managers, and a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Brooks Palmer is a CFP® with six years of industry experience, currently advising at Root Financial Partners in Austin, TX. Prior to joining Root, he worked at Dimensional Fund Advisors and Ark Royal Wealth Management. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive allocations tailored to client objectives and also offers educational seminars and online academies separate from advisory services.

David Jeremiah is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Millennium Advisory Services, SwimRVA, Sovereign Wealth Management, YMCA, Inova Health Systems, The St. James, and Lifetime Fitness. 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 strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Randall Klaiber is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2012 to 2023. Klaiber is also the owner of Tight Lines Financial Management LLC, a separate tax entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements, supported by institutional and operational resources including an affiliated trust company and specialized third-party advisor relationships.

Lynn Faust is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. Her career includes 30 years at Raymond James & Associates and six years at Stifel Nicolaus & Co Inc. She is the owner of Faust Wealth Management, an insurance advisory business, and serves on the Greenville Tech Foundation Investment Board. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and specialized services to individual and institutional clients, supporting both discretionary and non-discretionary arrangements.

Rick Horton is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Wealthplan Advisors. He is based in Austin, TX. HUB Investment Partners serves a diverse client base including institutional, corporate, and individual investors. The firm employs both active and passive investment strategies and offers a range of services such as portfolio management, retirement planning, and specialized solutions for banks and municipalities.

Cole Pettis is a financial advisor at 49 Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Wentworth Management Services. Pettis is also involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios monitored by an Investment Committee.

Chase Abshier is a Series 65 licensed financial advisor with eight years of industry experience. He is currently with Arax Advisory Partners and previously worked at US Capital Wealth Advisors LLC. Before entering the financial industry, he was involved with Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal teams and external managers along with traditional and alternative investments.

Michael Katrein is a financial advisor at Per Stirling Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Per Stirling since 2017. Prior to that, he worked at Retirement Consulting Services, Inc. from 2016 to 2018. Per Stirling Capital Management is an SEC-registered advisory 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. Its investment process combines fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various objectives.

Grant Foster is a financial advisor at ValMark Advisers, Inc. in Austin, TX, with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ValMark in 2021, he worked at Lincoln Investment and Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, where he provides estate planning and insurance product recommendations. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation through various platforms and sub-advisory relationships, with ongoing account monitoring and rebalancing overseen by an investment committee.

Craig Adams is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at Intrust Bank for 10 years and LPL Financial for 7 years. HUB Investment Partners serves a wide range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm uses a combination of active and passive investment strategies and employs quantitative and qualitative manager screening in its investment process.

Alp Atabek is a financial advisor at HUB Investment Partners, LLC with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with AFS Financial Group and Commonwealth Financial Network. He is also a part owner of MoneyNav, LLC, a company focused on software development for retirement plan sponsors and participants. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized advisory services. The firm employs a combination of active and passive investment strategies and provides dedicated solutions for banking and municipal clients.

Clifford Mctee III is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Arax Advisory Partners. His background includes roles at U.S. Capital Wealth Advisors, USCA Securities LLC, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he owns and operates a general contracting business and serves as a FINRA arbitrator. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, employing a combination of in-house teams, external managers, and alternative investments within a multi-team platform of over 200 advisors.

Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.

Jason Buckley is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Kestra in 2022. Outside of his advisory role, he serves as Vice President of the Board for Mitchell Road Sports Club and is a partner and Director of Client Experience at Provista Wealth Advisors, where he assists clients with financial planning and investment strategy. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Keith Brandt is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked with Kestra and its affiliated entities since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch, where he raises and sells hay and cattle. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing selection within an approved product menu.