Julia Rasell is a Series 66 credentialed advisor at HUB Investment Partners, LLC with three years of industry experience. She has held roles at HUB International Great Plains LLC and M Holdings Securities, Inc. since 2015. Rasell serves on the board of the Bekins Foundation, a charitable organization involved in reviewing and determining donation recipients. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm utilizes a combination of active and passive investment strategies across various asset classes and employs both quantitative and qualitative methods in manager selection and portfolio reviews.

Olivia Demissie is a financial advisor at HUB Investment Partners, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at AFS Financial Group, LLC for 12 years. She also maintains a real estate license outside of her advisory work. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and financial planning services. The firm employs both active and passive investment strategies and provides specialized services for banking and municipal clients.

Maegan Villarreal is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at TCG Advisors, LLC and TCG Advisors, LP. Her background also includes positions at Concordia University, Texas A&M University, and Blinn College. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Timothy Terry is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 designation and six years of industry experience. He previously worked at Forta Financial Group, Inc. and is also the managing member of TST Accounting LLC, a CPA firm. In addition to his advisory role, he serves as CEO of New Day Tax Resolution, INC, providing tax resolution services. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

Nathan Serven is a financial advisor at Eversource Wealth Advisors, LLC with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Metlife Securities Inc., and New England Securities. Outside of his advisory work, he owns Serven Consulting, LLC, where he assists business owners in developing exit strategies. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, supporting independent RIAs through multiple investment programs and a private markets platform.

John Ritter is a financial advisor at BlueSpring Wealth Management, LLC in Austin, TX, holding a Series 65 designation and having one year of industry experience. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Westpoint Financial Group. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized strategies, including custom option overlays and independent manager recommendations.

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.

Robert Searle III is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. and CITIZENS Bank before joining Kestra in 2022. Outside of his advisory role, he is a managing partner at Northeast Investment Group, where he provides financial planning and investment management services. Kestra Private Wealth Services, LLC offers 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 provides a broad range of investment products and specialized offerings within discretionary and non-discretionary arrangements.

Daniel Tapia is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. His prior roles include positions at Rembrandt Financial Group LLC, LPL Financial, VOYA Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is involved in several 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. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, implementing strategies on a household basis to enhance tax efficiency and minimize overlapping holdings.

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.

Brandon Lanz is a financial advisor with 10 years of industry experience, currently affiliated with 49 Financial. He holds a Series 66 designation and has previous experience with firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory roles, he is involved with 25 Giving, a charitable planning company focused on structuring donor contributions and partnering with nonprofits. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering a range of financial planning and investment management services. The firm’s investment approach is based on disciplined, long-term diversified asset allocation incorporating fundamental, cyclical, technical, and behavioral analysis.

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.

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.