Jack Breen is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and TMF Group. Breen is also a licensed insurance agent, providing and implementing insurance strategies for clients. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Brian Libby is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 credential and nine years of industry experience. Prior to joining HUB, he spent nine years at The Vanguard Group and has also operated as a self-employed advisor. Outside of his advisory work, he creates content on YouTube and owns a home and auto cleaning service. HUB Investment Partners serves a diverse range of institutional and individual clients, offering 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 investment strategies and engages in quantitative and qualitative manager screening to guide investment decisions.

Trenton Milner is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Starbucks and East Texas Baptist University. Milner is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, emphasizing diversified asset allocation and behavioral coaching. The firm offers tiered fractional family office services and uses a combination of proprietary and third-party investment models.

Galen Gabourel is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Per Stirling since 2014. Outside of advisory work, he is the owner of a vending machine business. 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 about 1,074 clients, utilizing a team of roughly 30 advisors and employing a combination of fundamental, technical, and statistical investment analysis methods.

John Osullivan is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been associated with Per Stirling Capital Management since 2009 and also works with B.B. Graham & Co., Inc. Outside of his advisory role, Osullivan manages commercial real estate entities in Austin, TX. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and financial planning services.

Jocelyn White is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. She previously worked at the Teacher Retirement System of Texas and has a background that includes roles in education and nonprofit sectors. Outside of finance, she is the owner and director of a creative services business focused on musical performance and fine art creation. 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 employs a team of about 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach.

Ana Romero is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, Business Financial Group, and Commonwealth Financial Network, among other firms. Ana also engages in fixed insurance sales as an agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation while offering services that include financial planning, discretionary and non-discretionary portfolio management, and advisory services to pooled private funds.

Jensen Lorea is a CFP® professional with three years of industry experience, currently with HUB Investment Partners, LLC. Prior to joining HUB, he worked at AFS Financial Group, LLC, and has a concurrent role as a Junior Varsity Wrestling Coach at Montgomery County Public Schools. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and integrates quantitative and qualitative analysis in its decision-making processes.

Caleb Killpatrick is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Texas A&M University and multiple church organizations. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment strategy centers on diversified asset allocation and incorporates fundamental, cyclical, technical, and behavioral analysis.

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.

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.

Kristin Griffin is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to her advisory duties, she is involved in client operations and compliance management at Alongside, LLC. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy influenced by Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

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.

Lillian Cheesar is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with less than one year of industry experience. Her prior roles include positions in arts administration and retail. She has also been employed in educational settings during her academic years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach incorporating fundamental, cyclical, technical, and behavioral analysis.

Will Crenshaw III is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 license and two years of industry experience. Prior to joining 49 Financial, he worked at Builders FirstSource for three years and has held roles at various organizations including Austin Stone Community Church and the University of Texas at Austin. Crenshaw is also licensed as a fixed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, including tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach grounded in a derivative of Modern Portfolio Theory.

Gregory Rosner is a financial advisor with 9 years of industry experience, currently practicing at 49 Financial in Austin, TX. He holds a Series 66 designation and has prior experience with firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory work, he owns Ranch Water Pool Co., a pool maintenance and repair company in Texas. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy incorporating multiple analytical approaches and provides tiered fractional family office services along with access to third-party managers.

Jordana Kutnick is a financial advisor with Brighton Jones LLC, holding a Series 65 credential and based in Austin, TX. She has been with Brighton Jones since 2026 and has prior experience at firms including KPMG, Montemayor Britton Bender, and Action Behavior Centers. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, tax preparation, real estate consulting, and family office support through multiple operating brands.

Michael Ihlenfeldt is a financial advisor at 49 Financial with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at firms including Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services.

Patrick Laborde is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at multiple BBVA entities, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., from 2014 to 2021. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a broad range of clients, including individuals, corporations, nonprofits, and institutions. The firm uses an open-architecture platform with multiple adviser-managed and manager/model-based programs, providing a variety of investment strategies and operational features such as municipal bond strategies co-advised with Franklin Templeton Group.

Kendall Rieder is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 designation and beginning their industry career in 2025. Prior to joining 49 Financial, Kendall held various roles across different industries, including positions at ADP and Rieder Law, as well as academic experience at Texas A&M University. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and offers tiered fractional family office services and access to third-party managers.