Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and was previously with Merrill and Bank of America. Outside of his advisor role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, Florida. Kestra Private Wealth Services serves a diverse client base, including individual, retirement plan, and institutional clients, offering advisor-managed portfolios, financial planning, and a range of investment products across discretionary and non-discretionary platforms.

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Ashley Kempenski is a financial advisor at Transce3nd LLC with Series 66 credentials and one year of industry experience. Prior to joining Transce3nd, she has held roles at e3 Wealth, Madison Avenue Securities, and Hunter Industries. Kempenski’s background also includes several years connected to Texas State University and experience in education at Bremond High School and Middle School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Erin Lambert is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc., Commonwealth Financial Network, Integris Wealth Partners, and Bunting Capital Management. Before her advisory career, she was affiliated with Virginia Tech for four years. HUB Investment Partners serves a diverse client base including institutional plans, foundations, trusts, businesses, banks, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc. and Thrivent Advisor Network, LLC. Outside of his advisory roles, he contributes to 25 Giving, assisting nonprofits with charitable planning initiatives. 49 Financial serves a diverse client base, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and oversees model-based strategies through third-party platforms combined with internal oversight.

Patrick Mckiernan is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. He is also involved with HUB International in non-investment roles. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies across various asset classes and emphasizes quantitative and qualitative manager screening.

David Osborne is a financial advisor with Sunbelt Securities, Inc. in Austin, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked for Hilltop Securities Independent Network for 20 years and has been with Sunbelt Securities since 2019, excluding a two-year break. Sunbelt Securities, Inc. serves individual and institutional clients through a network of investment adviser representatives, offering services that include wrap-fee programs, financial planning, and referrals to third-party money managers. The firm allows its advisers to employ a variety of investment strategies and combines broker-dealer and registered investment adviser services.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at CFA Institute and Ceera Investments LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion with 135 advisors, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size, and emphasizes long-term investment strategies incorporating a variety of securities and alternative investments.

James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

William Brown is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services for seven years and has a background that includes involvement with the Spoleto Festival USA and Westminster Choir College of Rider University. Outside of his advisory role, Brown is an active musician and serves on several nonprofit boards, including the Community Foundation of Northwest Mississippi and the Kudzu Playhouse, as well as holding a leadership position with the Hernando Rotary Club. Kestra Private Wealth Services, LLC provides a range of financial advisory and investment services to individual clients, retirement plans, and institutional entities, offering both discretionary and non-discretionary investment approaches across multiple platforms and a variety of investment products.

Dana Cabela is a financial advisor at 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. 49 Financial serves a diverse client base with financial planning, investment management, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy implemented through proprietary and platform model portfolios.

Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Her prior experience includes roles at Per Stirling Capital Management, LLC, and Fossil. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers a range of wealth management services tailored to client complexity and asset size, with an investment approach focused on long-term strategies and diversified holdings including alternatives.

Eric Light is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Merrill from 2010 to 2018 and has been with HUB Investment Partners and Tcg Advisors since 2018. Outside of finance, he is an owner of TK Clinic LLC, a therapy business focused on ketamine-assisted therapy. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a blend of internally managed model portfolios and customized strategies, incorporating technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

Joshua Paddock is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as CFO for the Carlos Rodn Foundation, a nonprofit organization, and previously ran baseball clinics through Play 4 Christ. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and investment solutions across multiple platforms while supporting independent advisor decision-making with supervisory oversight.

Daniel Roemerman is a financial advisor with Transce3nd LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Center Street Securities, Center Street Advisors, and Arete Wealth Advisors, among others. Outside of advisory work, he is the owner and CEO of Greenway Energy Solutions, a commercial and residential solar systems provider. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, retirement plan consulting, and standalone consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Irma Hampton is a financial advisor at Wealthcare Advisory Partners LLC with Series 63 and Series 65 licenses and 41 years of industry experience. She has worked at Wealthcare Advisory Partners since 2019 and previously held positions at Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Garrett Adams is a financial advisor at HUB Investment Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TCG Advisors, LP and Edward Jones. Outside of his advisory role, Garrett serves as a board member and treasurer of the nonprofit Ladder Alliance in Austin, Texas. 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 combines internally managed model portfolios with customized allocations and offers a range of advisory solutions, including retirement plan services and access to third-party asset managers.

Sonya Spagnola is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including Global Retirement Partners, Ameriprise, and WealthPlan Advisors. HUB Investment Partners serves a diverse client base including institutional investors, municipal retirement plans, foundations, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and financial planning services.

Lisa Allen is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Waterloo Capital Management since 2018 and has prior experience with Calton & Associates, Inc., Smart Money Group, LLC, and Planning Works, where she continues as a partner. Allen serves as a board member for Iota of Chi Omega Fraternity, overseeing financial reporting and providing guidance on money management for the nonprofit organization. Waterloo Capital is a multi-team SEC-registered advisory firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and access to third-party sub-advisers, managing approximately $2.26 billion across about 2,600 clients.

Henry Looney is a financial advisor at Waterloo Capital with one year of industry experience. He holds a Series 65 designation and has previously worked with Intelligent Wealth Solutions LLC, 16VC, and Northwestern Mutual, among others. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers services including direct investment management, financial planning, and access to third-party sub-advisers.