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.

Kelly Cooper is a CFP® with 13 years of industry experience currently advising at Arax Advisory Partners. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he also provides fixed insurance solutions to clients and manages family assets as a limited partner in a private investment entity. 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 using in-house teams, external managers, and a blend of traditional and alternative investments, and it supports its offerings with AI tools and third-party analytics.

Sajal Mutter is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation. He began his career in the financial industry in 2025 after completing a decade of education and has previously worked at Siemens, MedVet, and Sherman Williams. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolios, utilizing fundamental analysis and offering both discretionary and non-discretionary services.

David Farrell is an investment advisor representative with 11 years of industry experience, currently affiliated with 49 Financial in Austin, TX. He has held roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is also licensed as an insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach, utilizes proprietary and third-party model portfolios, and provides tiered fractional family office services.

Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside services such as tax preparation, real estate consulting, and family office administrative support.

Blake Mctee is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously served in the United States Air Force and is currently a flight commander and special warfare officer with the Texas Air National Guard. 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 a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Jeffrey Sharp is a CFP® and ChFC® with 40 years of industry experience. He is currently a wealth advisor at HUB Investment Partners, LLC in Austin, TX, having previously worked at several affiliated entities within the HUB network, including Hub International Investment Services, Inc. and Hub Investment Advisors, Inc. Outside of his advisory work, he manages a family farming business, leasing farmland to tenants. HUB Investment Partners serves a diverse range of institutional and individual clients, utilizing a blend of active and passive investment strategies across multiple asset types. The firm offers portfolio management, retirement and financial planning, and specialized services for banking and municipal clients, supported by both proprietary and affiliated resources.

Grant Withers is a financial advisor at Kestra Private Wealth Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. He is based in Austin, TX. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a broad range of investment products and specialized offerings, including annuity subaccount management and 529 plan services.