Jake Johnson is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Foundations Investment Advisors LLC and previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is also an insurance agent providing clients with guidance on insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support. The firm serves individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives and employs a variety of investment strategies and third-party sub-advisers.

Charles Munsell is a financial advisor with Victory Financial and holds Series 63 and Series 65 designations. He has 12 years of industry experience and has previously worked at Purshe Kaplan Sterling Investments, Dahse Financial Group, and Institutional Securities Corp. Outside of finance, he serves as a Texas Music Adjudicator and consultant for public school band contests with the Texas University Interscholastic League. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct tailored model portfolios.

Mia Cattaneo is a CFP® professional with two years of industry experience, currently advising at Mission Wealth Management, LP. She previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients, offering wealth management, portfolio management, financial planning, and institutional retirement plan services. The firm employs a tiered service model tailored to client needs and emphasizes long-term investment strategies with diversified asset classes.

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 with 5 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 designations. His prior experience includes roles at PKS Investments, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of financial advising, he owns and manages Ranch Water Pool Co, a pool company based in Austin, TX. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach and manages approximately $1.4 billion through a multi-team advisory model.

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 with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Kestra since 2014 and operates under the DBA Dickinson Graham Capital Management, providing investment advisory services through an independent RIA. Outside of her advisory role, she is involved in nonprofit work focused on animal welfare, serving as secretary and treasurer of the Alicia Dickinson Memorial Foundation and as secretary and founder of CATS ON PAWTROL, a charity dedicated to trap, neuter, and return programs for feral cats. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan consulting, supporting advisors with multiple investment platforms and both in-house and third-party solutions.

Aaron Williams is a financial advisor at Lifeworks Advisors, LLC in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

Crystal Reed is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 credential and beginning her advisory career in 2025. Prior to joining Waterloo Capital, she spent 12 years at Ferguson Fire & Fabrication. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and various entities. The firm manages approximately $2.26 billion across 2,600 clients through tailored portfolios that emphasize fundamental analysis and a long-term, buy-and-hold strategy, complemented by a diverse range of investment tools and financial planning services.

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 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he worked at Ameriprise Financial Services, Inc. from 2016 to 2021. He is also the managing partner of Bull and Bear Wealth Management and serves as the financial director on the board of Arizona Baseball Club. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and investment solutions across multiple platforms, including discretionary and non-discretionary portfolio management, with capabilities spanning traditional and alternative investments.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His career includes 11 years at NYLife Securities, LLC and 12 years with New York Life Insurance Co. He also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives.

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 a financial advisor with 5 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has prior experience at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, Roos has been involved in insurance sales as a licensed fixed insurance agent. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

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 at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of advisory work, he is a licensed insurance agent providing fixed insurance services. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Conner Haney is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Outside of his advisory role, Haney coaches youth soccer for HTX Soccer, managing two teams with regular training sessions and weekend games. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm emphasizes disciplined, long-term diversified asset allocation and employs model-based strategies monitored through third-party platforms.