Faith Austin is a Series 65-licensed advisor at 49 Financial with two years of industry experience. She previously worked at Baylor University, including a role at the Student Athlete Center for Excellence. Outside of her advisory work, Austin is also a licensed insurance agent. 49 Financial serves a wide range of clients, 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 asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

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 previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Gilley Jr is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, LLC and is involved with USCA Municipal Advisors LLC, providing municipal financial advisory services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Brooks Palmer is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Root Financial Partners and previously spent time at Dimensional Fund Advisors and Ark Royal Wealth Management. Palmer was also a full-time student for ten years prior to his advisory career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and offers additional services such as educational programming and specialized strategies for clients with complex needs.

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 in Austin, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wealthplan Advisors, where he has worked for 17 years. HUB Investment Partners serves a diverse client base including institutional investors, public entities, businesses, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across multiple asset types and offers a range of portfolio management and consulting services tailored to various client needs.

Cole Pettis is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. He 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 a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides both project-based and ongoing planning alongside discretionary portfolio management.

Chase Abshier is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Arax in 2026, he worked for eight years at US Capital Wealth Advisors LLC and has a background that includes roles at Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting, and utilizes both internal and external management strategies along with performance-based fee arrangements for certain clients.

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 ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 2021. His prior experience includes nine years at Lincoln Investment and over three decades at Capital Analysts, Incorporated. Foster is also president of Foster Financial Group, a business engaged in estate planning and insurance product recommendations. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Craig Adams is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience, including prior roles at Intrust Bank and LPL Financial. 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 a blend of active and passive investment strategies and provides services through platforms such as HUB Advisor Connect and FinPath.

Alp Atabek is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network for 25 years and has been involved with AFS Financial Group, LLC and his own entity, Alp A. Atabek, LLC, for over a decade. Outside of advisory work, he is a part owner of MoneyNav, LLC, a company that develops software for retirement plan sponsors and participants. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives and risk tolerances, offering a range of portfolio management and advisory solutions.

Clifford Mctee III is a CFP® professional with 40 years of experience in financial advisory roles. He currently serves at Arax Advisory Partners and has held previous positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of financial advising, he is a general contractor and owner of Ford Build LLC and serves as an arbitrator for FINRA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including portfolio management, financial planning, and retirement consulting, employing both internal and external asset management strategies.

Davis Blake is a financial advisor at Stephens in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Plains Capital Bank and various positions at Texas Tech University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering portfolio management, financial planning, and retirement-plan advisory through a combination of tailored portfolio programs and committee-based oversight.

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.