Garrett Pittman is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63, Series 66, and Series 65 credentials and eight years of industry experience. He previously worked at Gallagher Fiduciary Advisors, Kestra Advisory Services, TCG Advisory Services, TCG Advisors, and Merrill. He participates on the Nationwide Consultant Advisory Council, providing feedback and insight on industry trends. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and high-net-worth individuals, offering a range of portfolio management and financial planning services. The firm employs a combination of active and passive investment strategies across various security types and maintains specialized service lines for banking and municipal clients.

William Warrenburg is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 credential. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry. Waterloo Capital is a multi-advisor firm that serves accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolios with customized allocations and offers a range of services including discretionary portfolio management, consulting, and educational seminars.

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 with Cary Street Partners, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Riverstone Insurance Agency, and Prudential Equity Group. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

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.

Brian Libby is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 credential and nine years of industry experience. Prior to joining HUB, he spent nine years at The Vanguard Group and has also operated as a self-employed advisor. Outside of his advisory work, he creates content on YouTube and owns a home and auto cleaning service. HUB Investment Partners serves a diverse range of institutional and individual clients, offering 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 investment strategies and engages in quantitative and qualitative manager screening to guide investment decisions.

Trenton Milner is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Starbucks and East Texas Baptist University. Milner is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, emphasizing diversified asset allocation and behavioral coaching. The firm offers tiered fractional family office services and uses a combination of proprietary and third-party investment models.

Logan Gilland is a CFP® with five years of industry experience, currently advising at BlueSpring Wealth Management, LLC. His prior experience includes roles at Kestra Financial Inc. and Joule Financial, as well as a year at GE Aviation. Vector serves individuals, business owners, trusts and estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including option overlays and hedging for concentrated positions.

Galen Gabourel is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Per Stirling since 2014. Outside of advisory work, he is the owner of a vending machine business. 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 about 1,074 clients, utilizing a team of roughly 30 advisors and employing a combination of fundamental, technical, and statistical investment analysis methods.

David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

John Osullivan is a financial advisor with Per Stirling Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been associated with Per Stirling Capital Management since 2009 and also works with B.B. Graham & Co., Inc. Outside of his advisory role, Osullivan manages commercial real estate entities in Austin, TX. Per Stirling Capital Management is an SEC-registered firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and financial planning services.

Jocelyn White is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. She previously worked at the Teacher Retirement System of Texas and has a background that includes roles in education and nonprofit sectors. Outside of finance, she is the owner and director of a creative services business focused on musical performance and fine art creation. 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 employs a team of about 30 advisors and uses a combination of fundamental, technical, and statistical methods in its investment approach.

Adam Lublin is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones for 13 years before joining Kestra. Outside of his advisory role, he is involved in managing real estate properties and owns an independent financial business entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations within its approved menu.

Ana Romero is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at U.S. Capital Wealth Advisors, Business Financial Group, Commonwealth Financial Network, Legacy One Financial Advisors, Purshe Kaplan Sterling Investments, and Austin Financial Partners. In addition to advisory work, she has engaged in fixed insurance sales as an agent. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and sponsored wrap fee programs, employing both in-house teams and independent managers with a mix of traditional and alternative investments.

Sierra Baker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she serves on the board of Zanesville Welfare Organization and Goodwill Industries, where she participates in community and operational decisions. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations within an approved product menu.

Jensen Lorea is a CFP® professional with three years of industry experience, currently with HUB Investment Partners, LLC. Prior to joining HUB, he worked at AFS Financial Group, LLC, and has a concurrent role as a Junior Varsity Wrestling Coach at Montgomery County Public Schools. HUB Investment Partners serves a diverse client base, including institutional and individual investors, 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 analysis in its decision-making processes.

Caleb Killpatrick is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Texas A&M University and multiple church organizations. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment strategy centers on diversified asset allocation and incorporates fundamental, cyclical, technical, and behavioral analysis.

Ernest Horn is a financial advisor at HUB Investment Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Southside Bank, Raymond James Financial Services, Inc., and Capital Wealth Strategies. Outside of his advisory role, Horn serves as a board trustee for the Texas State University Development Foundation and lectures on personal finance courses at Texas State University. HUB Investment Partners serves a diverse client base including institutional, municipal, and high-net-worth individual clients, offering a range of portfolio management and financial planning services. The firm combines active and passive investment strategies and provides specialized banking and municipal services, supported by affiliate relationships and consulting partnerships.

Connor Greenberg is a financial advisor at Victory Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Equitable Advisors, Axa Advisors, LLC, and Garrison Financial. In addition to his advisory role, he is involved in health brokerage and the sales of fixed insurance products. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach that incorporates Modern Portfolio Theory, fundamental analysis, and behavioral insights to build model portfolios ranging from Aggressive to Capital Preservation.