Collin Plotts is a financial advisor at 49 Financial with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including PKS Investments, Thrivent Advisor Network (dba 49 Financial), and AXA Advisors. Outside of advising, he owns Ranch Water Pool Co, a pool company based in Austin, TX. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management. The firm’s investment approach uses diversified asset allocation grounded in Modern Portfolio Theory, combining multiple analytical methods and offering tiered fractional family office services alongside access to 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.

William Moening is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Aegis Capital Corp. He previously worked at RBC Capital Markets, LLC and Wells Fargo Clearing. Moening is a board member of the nonprofit Mainspring Schools in Austin, TX. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable emphasis on non-discretionary asset management and active broker-dealer activities.

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 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of advisory work, Caleb is a licensed insurance agent providing fixed insurance services. 49 Financial serves a diverse client base including individuals, trusts, estates, and retirement plans, offering financial planning, retirement consulting, and investment management. The firm employs a long-term, diversified investment approach that integrates multiple analytical methods and provides tiered fractional family office services.

Conner Haney is a financial advisor with 6 years of industry experience, currently with 49 Financial. He holds Series 63 and 66 licenses and has prior work experience at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and other firms. Outside of his advisory role, he serves as a youth soccer coach for HTX Soccer, overseeing training sessions and games for two teams. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy that incorporates multiple analytical approaches and provides tiered fractional family office services and access to third-party managers.

Katia Palza is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent ten years at Silicon Hills Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and provides comprehensive investment management, financial planning, and retirement plan consulting services.

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, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TCG Advisors, LLC, a HUB International company, since 2022, following seven years at Voya Financial Advisors, Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, providing discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and integrates quantitative and qualitative approaches to manager selection and portfolio review.

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 spent over three decades at Royal Alliance Associates, Inc. before joining Integrated Financial Planning Center LLC, where he worked from 2021 to 2022. Outside of advisory roles, Kuhs is involved in the sale of prepaid legal services through a sole proprietorship. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning services, employing an open-architecture investment platform that incorporates both affiliated and unaffiliated third-party managers.