James Reppas is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential. He joined the firm in 2026 and has prior experience at Baylor University, Phase 5 Weapons Systems Industries, Roseville High School, and Cooley Middle School. He has been in the industry for less than one year. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to clients such as pension plans, school districts, foundations, and high-net-worth individuals.

Daniel Tapia is a CFP®-certified financial advisor with 34 years of industry experience. He currently works at Kintra Wealth, LLC and has prior experience with Rembrandt Financial Group LLC and LPL Financial, LLC. Tapia is involved in several non-investment business ventures, including ownership of a car and scooter rental company in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, offering specialized services such as business exit planning for privately held business owners.

Chad Perry is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Level Four Advisory Services, and LPL Financial. Outside of his advisory role, he is involved in non-variable insurance services and tax preparation activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and third-party sub-advisers.

Jake Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for over ten years. In addition to his advisory role, he is involved in insurance sales through a separate business focused on reviewing financial plans and recommending insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, supported by a network of affiliated offices and third-party sub-advisers.

Charles Munsell is a financial advisor at Victory Financial with 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Dahse Financial Group, and Institutional Securities Corp. Outside of finance, he serves as a Texas Music Adjudicator for the Texas University Interscholastic League, a role he has held since 1982. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Mia Cattaneo is a CFP® professional with two years of industry experience, currently advising at Mission Wealth Management, LP. She previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management is a multi-team, SEC-registered advisory firm that serves affluent individuals, families, and institutions. The firm offers customized wealth management and financial planning services through tiered models, employing a range of investment strategies including ETFs, alternative investments, and tax-aware trading.

Brandon Bullock is a Series 65-credentialed financial advisor with eight years of industry experience. He has worked at HUB Investment Partners, LLC since 2026 and has held prior roles at HUB International Limited and Taylor Advisors, Inc., including the predecessor firm Taylor Advisors. HUB Investment Partners serves a diverse client base of institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized programs such as the Managed Asset Portfolio Program for municipal cash management. The firm uses a combination of active and passive investment strategies across multiple asset types and provides tailored services for banking and municipal clients.

Christopher Wells is a CFP® professional with 22 years of experience in financial advising. He is currently with Victory Financial Group, where he has worked since 2023, and has prior experience at Purshe Kaplan Sterling Investments and Equitable Advisors. Wells is also a founding partner of Victory Financial Group. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Aaron Williams is a financial advisor at Lifeworks Advisors, LLC in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

Crystal Reed is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 credential and beginning her advisory career in 2025. Prior to joining Waterloo Capital, she spent 12 years at Ferguson Fire & Fabrication. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and various entities. The firm manages approximately $2.26 billion across 2,600 clients through tailored portfolios that emphasize fundamental analysis and a long-term, buy-and-hold strategy, complemented by a diverse range of investment tools and financial planning services.

Erik Hansen is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at GLOBAL Retirement Partners, Empower Advisory Group, and Massachusetts Mutual Life Insurance Company. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and defined contribution plan advisory services. The firm uses a combination of active and passive investment strategies, supported by quantitative and qualitative manager screening, and provides specialized services for banking and municipal clients.

William Moening is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Aegis Capital Corp. since 2025. His prior experience includes roles at RBC Capital Markets and Wells Fargo Advisors LLC. He is a board member of Mainspring Schools, a nonprofit organization based in Austin, TX. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 11 years with NYLife Securities and 8 years with Mutual of Omaha. Martinez is also licensed as an insurance agent, selling life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers and its own platforms. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a wide client base with various investment and retirement solutions.

Jennifer Akhlaghi is a CFP® with 20 years of experience in financial advising. She is currently with Root Financial Partners and previously worked at Global Financial Advisory Services, Inc., Rood Financial, LLC, Independent Financial Group, and Winkler & Rood. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to clients’ objectives and risk tolerance, while also offering specialized techniques and educational programming.

Bradley Hoegler is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He worked at TD Ameritrade for 17 years before joining HUB Investment Partners in 2020. 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, employing technical and cyclical analysis and serving as a fiduciary for retirement plans and IRAs.

Hudson Ruen is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds a Series 65 designation and has held prior roles at Spare Birdie, Premium Retail, and McMurry University. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, and municipal entities. The firm combines firm-managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client objectives, offering a range of advisory solutions through multiple platforms.

Katia Palza is a financial advisor at Waverly Advisors, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. She previously worked for Silicon Hills Wealth Management for ten years before joining Waverly Advisors in 2023. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a range of client types including both non‑HNW and high net worth individuals.

Paul Hunt is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Millennium Capital, LLC and Millennium Advisory Services, Inc. He was a member of Millennium Capital, LLC, a non-investment related entity that was dissolved in 2025. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a combination of internally managed model portfolios and customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Julie Lane is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. She previously worked at Voya Financial Advisors, Inc. from 2015 to 2022 before joining TCG Advisors, LLC, a HUB International company, in 2022. HUB Investment Partners provides investment management and retirement 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 allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He previously spent 32 years at Royal Alliance Associates, INC. and has operated his own financial planning business since 1977. Outside of advisory work, he is involved in sales of prepaid legal services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, ERISA advisory, and consulting. The firm emphasizes customized investment strategies through an open-architecture platform and integrates insurance-related account management alongside third-party and affiliated managers.