Nadia Dickinson is a wealth advisor at Kestra Private Wealth Services, LLC with 40 years of industry experience. She has been with Kestra since 2014 and holds the Series 63 and Series 65 credentials. Outside of her advisory role, she is the founder and secretary of CATS ON PAWTROL, a charity focused on the trap, neuter, and return of feral cats, and serves as secretary-treasurer of the Alicia Dickinson Memorial Foundation, which works on preventing pet overpopulation. 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 offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across roughly 208 advisors and nearly 20,000 client relationships.

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.

Benjamin Belanger is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2021. Outside of his advisory role, Belanger serves as managing partner of Bull and Bear Wealth Management and is the financial director for the Arizona Baseball Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a broad range of investment products and specialized offerings, operating both discretionary and non-discretionary arrangements.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His career includes 11 years at NYLife Securities, LLC and 12 years with New York Life Insurance Co. He also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives.

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.

Dylan Stafford is a financial advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their long-term financial goals. Dylan works closely with clients to develop flexible strategies that consider their unique financial situations and priorities, leveraging investment insights from Merrill and banking services through Bank of America. His areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, women and wealth, and retirement income. Dylan holds a Bachelor's Degree from the California State University System and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional commitments, Dylan values family life as a loving husband and father. He participates in community volunteer activities in line with the Merrill tradition and enjoys personal interests such as golfing, running, soccer, traveling, and watching movies.

Jacob Roos is a financial advisor with 5 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has prior experience at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, Roos has been involved in insurance sales as a licensed fixed insurance agent. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

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.

Caleb Kuhn is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of advisory work, he is a licensed insurance agent providing fixed insurance services. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Conner Haney is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Outside of his advisory role, Haney coaches youth soccer for HTX Soccer, managing two teams with regular training sessions and weekend games. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm emphasizes disciplined, long-term diversified asset allocation and employs model-based strategies monitored through third-party 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.

Louis Aquino is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Aquino also serves as a trustee of a living trust for an Irrevocable Life Insurance Trust for his family. 49 Financial serves a broad client base including individuals, 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 strategy based on a derivative of Modern Portfolio Theory and uses proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Gretchen Saurage is a CFP® with two years of industry experience, currently serving at The Wealth Consulting Group in Austin, TX. Her prior roles include positions at LPL Financial, Intrua Financial, SunPro Solar, Texas A&M University, and Edward Jones. She also provides administrative and investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and integrates legal-service pathways alongside its advisory offerings.