Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

William Krivicich is a CFA® charterholder with 27 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2019 following prior roles at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent advisory firm providing financial planning and asset management services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets, providing access to a broad range of investment products and specialized services while maintaining operational relationships that support retirement plans, insurance companies, and third-party adviser arrangements.

Ryan Zwarg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. He is the founder and principal of Kingdom Private Wealth, an insurance-related business focused on wealth and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with a structure supporting discretionary and non-discretionary arrangements.

David Barnett is a CFP® professional with 30 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, joining both in 2025. Barnett previously held roles at Bank of America, Merrill, and Banc Of America Investment Services. He is also a co-founder and managing partner of Ascend Private Wealth Partners, where he serves as a wealth advisor. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements and specialized offerings.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Trevor Stepan is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license. He has experience working at Kestra Financial and American Campus Communities, alongside roles in education and property management. His background includes several years at Cornerstone Christian Schools and involvement with Lanterra Properties. 49 Financial serves individual and institutional clients with financial planning, retirement‑plan consulting, and investment management, emphasizing disciplined, long‑term diversified asset allocation based on a combination of fundamental, cyclical, technical, and behavioral analysis.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.

Brian Laughlin is a CFP® professional with 31 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2019. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, he serves as a voting member on the Board of Trustees for the Rockledge General Employee Pension Committee and holds a treasurer position at Calvary Chapel of Melbourne, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, while overseeing advisor recommendations within an approved product menu.

Charlotte Pace is a financial advisor with Forefront Wealth Partners based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Forefront since 2024 and previously held roles at Cetera and Calton & Associates. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, supporting election processes. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that incorporates related businesses and external platforms.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and over 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, Merrill, and Ameriprise. He is also involved with TRUE ALPHA WEALTH MANAGEMENT, providing financial planning and asset management services. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individuals and institutional clients. The firm provides access to a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within their approved menu.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Joshua Henson is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Eric Negron is a financial advisor at Forefront with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles across Forefront Wealth Partners, Elevated Business Partners, Calton & Associates, and other firms. Negron is also involved in several business ventures including Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services, respectively. Additionally, he partners in an IT consulting firm serving financial advisors and hosts an annual conference for advisors. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services, with a multi-advisor structure that integrates related businesses including tax and insurance partners.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Logan Moulton is a CFA® charterholder and Series 63 licensed advisor with seven years of experience, currently serving as a portfolio manager and investment adviser representative at Waterloo Capital in Austin, TX. He has prior experience with Intelligent Wealth Solutions LLC, 49 Financial, and Axa Advisors. 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 employs a fundamental analysis approach with a focus on long-term, strategic buy-and-hold portfolio allocations and offers a range of services including discretionary and non-discretionary management, financial planning, and access to sub-advisers.

Neil Tjon Hing is a financial advisor with 11 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked with firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of investment advisory services, he also provides fixed insurance services. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Connor Bradley is an investment advisor representative at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also involved in fixed insurance sales and real estate transactions. 49 Financial serves a diverse client base that includes individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach based on a blend of fundamental, cyclical, technical, and behavioral analysis.

Robert Thomas is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investments, and Omni Hotels & Resorts. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach is grounded in a derivative of Modern Portfolio Theory, emphasizing diversified asset allocation, proprietary model portfolios, and behavioral coaching for clients.