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.

Katia Palza is a financial advisor at Waverly Advisors, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. She previously worked for Silicon Hills Wealth Management for ten years before joining Waverly Advisors in 2023. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a range of client types including both non‑HNW and high net worth individuals.

Paul Hunt is a financial advisor at HUB Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Millennium Capital, LLC and Millennium Advisory Services, Inc. He was a member of Millennium Capital, LLC, a non-investment related entity that was dissolved in 2025. 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 employs a combination of internally managed model portfolios and customized strategies, utilizing technical and cyclical analysis to align investments with client goals and risk tolerances.

Julie Lane is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. She previously worked at Voya Financial Advisors, Inc. from 2015 to 2022 before joining TCG Advisors, LLC, a HUB International company, in 2022. HUB Investment Partners provides investment management and retirement planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He previously spent 32 years at Royal Alliance Associates, INC. and has operated his own financial planning business since 1977. Outside of advisory work, he is involved in sales of prepaid legal services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, ERISA advisory, and consulting. The firm emphasizes customized investment strategies through an open-architecture platform and integrates insurance-related account management alongside third-party and affiliated managers.

Louis Aquino is a financial advisor with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Aquino also serves as a trustee of a living trust for an Irrevocable Life Insurance Trust for his family. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and uses proprietary and platform model portfolios with mutual funds, ETFs, and selected third-party managers.

Gretchen Saurage is a CFP® with two years of industry experience, currently serving at The Wealth Consulting Group in Austin, TX. Her prior roles include positions at LPL Financial, Intrua Financial, SunPro Solar, Texas A&M University, and Edward Jones. She also provides administrative and investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and integrates legal-service pathways alongside its advisory offerings.

Robert Phipps III is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Per Stirling Capital Management since 2009. Outside of advising, he serves as managing member and organizer of several commercial real estate entities. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion for about 1,074 clients, utilizing a team-based approach and combining fundamental, technical, and statistical investment analysis methods.

Adam Steen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Kestra in 2024. Outside of his advisory work, Steen manages a working farm and hunting lease in Mississippi. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a wide range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across over 208 advisors and nearly 20,000 client relationships.

Marcel Miu is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently with Core Planning in Austin, TX, where he has worked since 2026, following roles at Simplify Wealth Planning LLC and Cohen & Steers. Marcel also provides project-based consulting and serves as a subject matter expert advisor to a start-up technology company. Core Planning offers fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

David Maigret is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment for outdoor activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Megan Rahmes is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has previously worked at Merrill and Scottrade before joining Hilltop Securities in 2021. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates both third-party and firm-sponsored investment strategies.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Kevin Novak is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at HUB Investment Advisors, Inc., M Holdings Securities, Inc., and HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors such as corporate pension plans, municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Kenneth Price is a CFP®, CFA®, and ChFC® with 23 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2015. He has been teaching the CFP Capstone class at the University of Texas since 2004 and is an author who updates educational materials on insurance planning and risk management. He is also affiliated with House of the Lord Fellowship Church. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across multiple proprietary portfolios through a team of 31 advisors.

Benji Mcleod Jr. is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. Prior to that, he worked for Bank of America and Merrill from 2013 to 2022. Outside of advisory services, he is the managing partner of Canton Wealth Partners, an insurance business, and owns a meat market grocery store in Georgia. 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, offering a broad range of investment products and specialized services within a framework that supports both discretionary and non-discretionary arrangements.

Michael Scarpati is a financial advisor at McAdam LLC with 16 years of industry experience. He holds the Series 66 designation and has been associated with McAdam LLC and its affiliated entities since 2014. Outside of his advisory work, he serves as chairman of the board for a charitable organization and is CEO of a technology platform focused on financial wellness. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing portfolios on a discretionary basis with a range of traditional and alternative investments, and provides unique services such as a tiered subscription planning product and integration of AI tools in its advisory process.

Dillon Farrell is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and TBK Bank, SSB. His background includes involvement with the Eddie Ary Student Investment Fund at Ouachita Baptist University. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Glenda Molina is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent 10 years at Silicon Hills Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers services including investment management, financial planning, retirement plan consulting, and multi-family office solutions.