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 CFP® professional with 40 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at Bank of America and Merrill. He is the founder of REDOOS INC., a private ride-share software company, and also leads Campus Private Wealth as founder, CEO, and CIO, focusing on insurance and investment strategy. 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 a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with access to in-house and third-party managed solutions.

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, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Bank of America, Merrill, and has a background in physical therapy. She is also involved with Attain Wealth Partners, where she provides holistic financial planning. Kestra Private Wealth Services serves a wide range of clients, including individual investors, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, and specialized advisory programs across multiple platforms.

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and has also worked with Spire Securities, LLC and Kestra Private Wealth Management, LLC. Outside of his advisory role, Bartenstein serves as a member of the Board of Trustees for Hargrave Military Academy. 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, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and custodians.

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.

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.

Joshua Smith is a financial advisor with Kestra Private Wealth Services, LLC in Plano, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior firms include Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also the managing partner of Symphony Wealth Group, where he manages client relationships and financial plans using in-house managed models. 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, corporations, and other business entities. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to both in-house and third-party solutions.

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.

Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

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.

Christian Kiemele is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at First Trust Advisors L.P., RBC Capital Markets LLC, and Northwestern Mutual. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, and a range of investment solutions across discretionary and non-discretionary platforms.