Jason Lindner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, Texas, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for eight years. Lindner is also the co-founder and COO of Campus Private Wealth, an investment advisory firm where he oversees client relations and investment activity. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of products and platforms, including discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Cole Kershner is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial, he worked at Aquila Commercial and Upmerch, and also served as an assistant water polo coach at Longhorn Aquatics during summers. He is based in Austin, TX. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach grounded in diversified asset allocation and integrates multiple analytical methods with an emphasis on client behavioral coaching.

Frederik Arroyave is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, RBC Capital Markets, and AIG. He is also involved with HUB International in a licensed administrative capacity. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering a range of investment management and retirement planning services. The firm employs a combination of active and passive strategies across multiple asset classes and provides specialized services to banking and municipal clients.

Justin Mendez is a CFP® with nine years of experience, currently serving as a financial advisor at Northern Trust Securities, Inc. since 2017. Prior to this, he worked at Northern Trust Bank from 2016 to 2017. Outside of his advisory role, he owns rental property but this activity is passive and unrelated to his investment work. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Sean O'Brien is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as an insurance agent with the Financial Independence Group and is involved with 25 Giving, a nonprofit consulting organization. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm uses a long-term, diversified investment approach based on Modern Portfolio Theory, combining multiple forms of analysis and maintaining oversight through an Investment Committee.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Clinton McCalla is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Wedmont Private Capital. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, and Fisher Investments. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, advising on educational policies. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive, modern portfolio theory-based approach with diversified, asset-class-weighted portfolios using low-cost index funds and incorporates outside managers and specialized strategies for qualified clients.

Jessica Knutson is a financial advisor at Transce3nd LLC with 15 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Kalos Management, AE Wealth Management LLC, and Madison Avenue Securities. She is also involved in insurance and financial representative activities focused on life insurance solutions and income and estate tax minimization strategies through E3 Consultants Group and her own firm, JML & Associates. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach integrating fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers via AE Wealth Management’s platform.

Alfred Lopez is a financial advisor at 49 Financial with two years of industry experience. He holds a Series 66 designation and has worked at Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investment, 49 Wealth Management, Axa, and Austin Stone. Outside of his advisory role, he serves as president of 25 Giving, a charitable planning company, and is a founding board member of the nonprofit RBI Austin. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach combining multiple analytical methods and provides tiered fractional family office services alongside access to third-party managers.

Katherine Foster is a Series 65-licensed advisor at Arax Advisory Partners with approximately three years of experience, including roles at U.S. Capital Wealth and prior positions in educational institutions. Arax Advisory Partners serves a diverse client base ranging from individuals and high-net-worth clients to family offices and institutions, offering comprehensive wealth management and advisory services. The firm employs a fiduciary approach with a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

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 with Waterloo Capital in Austin, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her career includes roles at Raymond James, Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she owns a business specializing in Spanish translation and serves as president of a social impact platform as well as a board member of a non-profit organization focused on service in Honduras. Waterloo Capital is an SEC-registered, multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning, emphasizing long-term, strategic buy-and-hold investment approaches with ongoing monitoring and annual reviews.

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 at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is involved with 25 Giving, a nonprofit referral organization, and participates in Master Networks, a professional networking group. 49 Financial serves a diverse clientele ranging from individual investors to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term approach to diversified asset allocation and incorporates behavioral coaching through its investment committee and model portfolio oversight.

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 with Waterloo Capital in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Ironclad Strategies LLC, Kestra Financial Securities, Inc., and Sii Investments, among other firms. He is also a managing member and 50% owner of Ironclad Strategies Consulting, LLC, providing fractional CFO and business consulting services. Waterloo Capital is an SEC-registered, multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management with a focus on long-term, strategic buy-and-hold investments, alongside financial planning, educational seminars, and specialized referrals.

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.