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 working at Mission Wealth Management, LP in Austin, TX. She has held roles at Mission Wealth Management since 2021 and previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans, endowments, and charitable organizations. The firm offers a comprehensive wealth management approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, providing tailored portfolios that include a broad range of asset types and services.

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.

Collin Plotts is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions with PKS Investments, Thrivent Advisor Network, and AXA Advisors. Outside of finance, he is the owner of Ranch Water Pool Co., a pool services company. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and manages proprietary model portfolios alongside third-party managers.

Mark Caldwell is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Transce3nd LLC. His prior roles include positions at Madison Avenue Securities, Kalos Capital, Royal Alliance, and National Planning Corporation. Caldwell is also involved as an agent at e3 Wealth, where he sells and services fixed life insurance and LTC fixed annuities. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes strategic asset allocation through fundamental, technical, and quantitative analysis and implements portfolios via third-party model and money managers.

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.

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 with Lifeworks Advisors, LLC in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience, including 11 years at Brookstone Wealth Advisors, LLC prior to joining Lifeworks in 2026. He is also a licensed insurance agent engaged in insurance sales and implementation outside of trading hours. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a combination of model strategies, fundamental and quantitative analysis, and tax-aware portfolio management, supported by integrated tax and insurance services and proprietary client technology.

Crystal Reed is a financial advisor at Waterloo Capital in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Prior to joining Waterloo Capital, she worked for twelve years at Ferguson Fire & Fabrication. Waterloo Capital is a multi-advisor, SEC-registered firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm customizes portfolios through fundamental analysis with an emphasis on long-term, strategic buy-and-hold allocations and offers a range of services including discretionary and non-discretionary management, financial planning, and educational seminars.

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. 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.

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 an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, among others. Outside of his advisory role, he has experience in social media marketing and pressure washing businesses. 49 Financial serves a diverse client base that includes individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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 with 2 years of industry experience, currently with 49 Financial in Austin, TX. He holds Series 63 and Series 65 licenses and has worked at several firms, including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of his advisory roles, he is a licensed insurance agent providing fixed insurance services. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates a formal fractional family office service for high-net-worth clients.

Conner Haney is a financial advisor with 5 years of industry experience, currently with 49 Financial in Austin, TX. He holds Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of his advisory role, Haney coaches youth soccer teams through HTX Soccer. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm also offers fractional family office services and integrates multiple analytical approaches in its investment process.