Katherine Foster is a financial advisor with Arax Advisory Partners in Austin, TX. She holds a Series 65 designation and has one year of industry experience, previously working at U.S. Capital Wealth. Prior to her advisory roles, she spent five years at UNC Chapel Hill and also taught at two Christian schools. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party managers, and tailored asset allocation, and offers various advisory and consulting services including performance-based fee arrangements and private fund management.

Jesse Bayarena is a CFP® professional with 26 years of industry experience, currently serving with Kestra Private Wealth Services, LLC. His prior roles include positions at Avantax Advisory Services and 1ST Global Advisors, Inc. He is also the founder of Kaizen Tax Planning and owner of Ronin Wealth, where he provides financial planning and tax reduction services. Kestra Private Wealth Services, LLC delivers investment advisory services through independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm offers a wide range of investment products and specialized services to individual and institutional clients.

Elizabeth Mock Hernandez is a financial advisor at Waterloo Capital with 22 years of industry experience. She has held previous roles at Raymond James, Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she owns a business providing Spanish translation services and serves as president of a social impact platform as well as a board member of a nonprofit organization focused on service in Honduras. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a primarily long-term, fundamental analysis approach to build customized portfolios and offers a broad range of investment tools and financial services.

John Pesce is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Fairway Asset Management, LLC and TCG Holdings LP, where he served for over three decades. He serves on the advisory board for the Foundation 99 conference and is a board member of Care Solace, a mental health platform. HUB Investment Partners provides investment management and retirement planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

Ryan Jacobs is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has seven years of industry experience. Prior to joining HUB in 2024, he worked at Millennium Advisory Services, Inc. for eight years and has additional experience in retail management. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized strategies and utilizes a variety of platforms and third-party managers to meet client objectives.

Garrett Newberry is a financial advisor with 49 Financial in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. Outside of his advisory work, he is involved with 25 Giving, helping develop charitable plans for nonprofits, and participates in Master Networks, a professional networking organization. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, retirement-plan consulting, and investment management. The firm employs a long-term, diversified asset allocation strategy grounded in Modern Portfolio Theory and provides tiered family office services alongside access to third-party managers and specialized legacy solutions.

Stewart Werner is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he serves as Managing Director of Planwell Private Wealth Services, providing financial guidance and investment management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with access to a wide range of investment products and specialized offerings.

Steven Livitz is a financial advisor at Waterloo Capital with 19 years of industry experience. He has held positions at Ironclad Strategies LLC, Kestra Financial Securities, Inc., and SII Investments. Outside of his advisory role, Livitz is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, where he provides business consulting services. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm builds customized portfolios with a long-term, buy-and-hold approach, offering a range of investment tools and comprehensive financial planning services.

Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad 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 mix of active and passive investment strategies and utilizes both internal and third-party asset managers.

Jack West is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2015. West is also president of J.C. West & Associates, Inc., where he provides financial and wealth management consulting services, including retirement and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in assets under management. The firm supports a broad range of investment products and platforms, providing both discretionary and non-discretionary services.

Brett Grau is a CFP® with 17 years of experience in the financial industry. He is currently with Root Financial Partners and has held previous roles at Charles Schwab and its affiliated entities. Outside of financial advising, he manages a vacation rental property in Tennessee as an Airbnb Superhost and provides administrative assistance to a family friend's law practice. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to clients’ needs and incorporates specialized strategies and educational programming as appropriate.

Cristhian Gonzales is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has been with TCG Advisors, LLC, a HUB International company, since 2019. Gonzales’s prior work includes roles related to education and involvement with the University of Texas. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individual investors, 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 goals.

Kelli Mastel is a financial advisor at 49 Financial in Austin, TX, holding the Series 65 credential and beginning her career in 2026. Prior to joining 49 Financial, she worked at HOMAKER and Stone Co Climbing and has experience in education and community involvement, including a five-year tenure with the YMCA and operating a coffee business. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes proprietary model portfolios alongside third-party managers.

Garrett Pittman is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Gallagher Fiduciary Advisors, Kestra Advisory, TCG Advisory Services LLC, and TCG Advisors, LP. He participates on the Nationwide Consultant Advisory Council, providing insights on field developments. HUB Investment Partners serves a range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies and integrates quantitative and qualitative manager screening in its process.

William Warrenburg is a Series 65-licensed advisor with Waterloo Capital in Austin, TX. He joined the firm in 2025 and has held various roles prior to his current position, including work in landscaping, senior living, and utility contracting. His industry experience is currently limited. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 51 advisors, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

John Szugyi is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial in 2023, he worked at firms including Equitable Advisors, AXA Advisors, and TD Ameritrade. Outside of his advisory work, he serves as Technical Director and Youth Pastor at Red Rocks Church Austin. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and various analyses, offering tailored portfolios and a range of financial planning and fiduciary services.

Javier Larrea is a financial advisor at Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Cary Street Partners since 2013 and concurrently maintains roles at Riverstone Insurance Agency and Riverstone Wealth Management. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that combines third-party managers and in-house resources across traditional and alternative strategies.

Michael Sanchez is a financial advisor at Flagship Harbor Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Flagship Harbor Advisors and LPL Financial since 2013. Outside of his advisory role, he is involved with Trestlebridge Capital, a related business entity. Flagship Harbor Advisors serves individuals, including high net worth clients, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages over $3 billion in discretionary assets and employs a range of strategies involving mutual funds, ETFs, individual securities, and third-party technology to deliver its services through a team of around 60 advisors.

Jack Breen is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and TMF Group. Breen is also a licensed insurance agent, providing and implementing insurance strategies for clients. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.