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 an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, among others. Outside of his advisory role, he has experience in social media marketing and pressure washing businesses. 49 Financial serves a diverse client base that includes individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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 with 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Laureate Wealth Management. Outside of advisory work, Caleb is a licensed insurance agent providing fixed insurance services. 49 Financial serves a diverse client base including individuals, trusts, estates, and retirement plans, offering financial planning, retirement consulting, and investment management. The firm employs a long-term, diversified investment approach that integrates multiple analytical methods and provides tiered fractional family office services.

Conner Haney is a financial advisor with 6 years of industry experience, currently with 49 Financial. He holds Series 63 and 66 licenses and has prior work experience at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and other firms. Outside of his advisory role, he serves as a youth soccer coach for HTX Soccer, overseeing training sessions and games for two teams. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy that incorporates multiple analytical approaches and provides tiered fractional family office services and access to third-party managers.

Katia Palza is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously spent ten 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 combines traditional equity and fixed-income strategies with alternative and private market allocations and provides comprehensive investment management, financial planning, and retirement plan consulting services.

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, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TCG Advisors, LLC, a HUB International company, since 2022, following seven years at Voya Financial Advisors, Inc. HUB Investment Partners serves a diverse range of institutional and individual clients, providing discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and integrates quantitative and qualitative approaches to manager selection and portfolio review.

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 spent over three decades at Royal Alliance Associates, Inc. before joining Integrated Financial Planning Center LLC, where he worked from 2021 to 2022. Outside of advisory roles, Kuhs is involved in the sale of prepaid legal services through a sole proprietorship. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning services, employing an open-architecture investment platform that incorporates both affiliated and unaffiliated third-party 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. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Northwestern Mutual. He serves as a trustee for an irrevocable life insurance trust involving his family. 49 Financial provides services to individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm utilizes a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory and operates tiered fractional family office services.

Gretchen Litzau is a CFP® professional with two years of experience currently advising at The Wealth Consulting Group. Her prior experience includes roles at LPL Financial, Intrua Financial, Edward Jones, and SunPro Solar. She also spent four years employed at Texas A&M University and James E Taylor High School. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporations, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies and offers services such as discretionary portfolio management, financial planning, and access to third-party managers, supported by a legal and implementation model that includes estate-document facilitation.

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 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of advising, he is the founder and chairman of Avagear USA, a company focused on snow safety equipment, and serves as CEO of Thriving Asset Management. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing over $13 billion in client assets. The firm offers a broad range of investment products and specialized services to individuals and institutional clients.

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 two years of industry experience. He holds a Series 66 designation and has previously worked with 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, state and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm offers a range of portfolio management and advisory services that combine active and passive strategies across various asset types, supported by quantitative and qualitative manager screening and routine portfolio reviews.

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.