Walker Wiese is a Series 65-credentialed advisor with Advisory Services Network in Austin, TX. He has held roles at Uber Technologies, Alvarez and Marsal, Kellogg School of Management, Kendra Scott Jewelry, and The University of Texas at Austin. Wiese has zero years of industry experience in financial advising. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Nazneen Kaka is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. She holds a Series 66 designation and has four years of industry experience. Prior to Kestra, she worked at Bank of America and Merrill. Kaka is also involved in holistic financial planning through her role with Attain Wealth Partners. 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. The firm manages over $13 billion in client assets and offers access to a wide range of investment products and platforms within an approved menu.

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and with Kestra Private Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee on the Board of Hargrave Military Academy. 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 specialized services, including annuity subaccount management and 529 plans, with an emphasis on advisor-managed accounts and third-party platforms.

Lillian Cheesar is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with less than one year of industry experience. Her prior roles include positions in arts administration and retail. She has also been employed in educational settings during her academic years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach incorporating fundamental, cyclical, technical, and behavioral analysis.

Will Crenshaw III is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 license and two years of industry experience. Prior to joining 49 Financial, he worked at Builders FirstSource for three years and has held roles at various organizations including Austin Stone Community Church and the University of Texas at Austin. Crenshaw is also licensed as a fixed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, including tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach grounded in a derivative of Modern Portfolio Theory.

Gregory Rosner is a financial advisor with 9 years of industry experience, currently practicing at 49 Financial in Austin, TX. He holds a Series 66 designation and has prior experience with firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory work, he owns Ranch Water Pool Co., a pool maintenance and repair company in Texas. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy incorporating multiple analytical approaches and provides tiered fractional family office services along with access to third-party managers.

Jordana Kutnick is a financial advisor with Brighton Jones LLC, holding a Series 65 credential and based in Austin, TX. She has been with Brighton Jones since 2026 and has prior experience at firms including KPMG, Montemayor Britton Bender, and Action Behavior Centers. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, tax preparation, real estate consulting, and family office support through multiple operating brands.

Ronda Koehler is a Certified Financial Planner® with 23 years of industry experience. She is currently with BlueSpring Wealth Management, LLC and previously worked for Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. BlueSpring Wealth Management serves a diverse client base including individuals, business owners, and pension plans, offering discretionary and limited non-discretionary investment management along with financial planning and retirement consulting. The firm utilizes a customized investment process supported by an Investment Committee and specializes in portfolios combining multiple asset types and strategies.

Michael Ihlenfeldt is a CFP® professional with 12 years of experience in financial advising. He is currently with 49 Financial and Oakwood Capital Securities, having previously worked at Axa Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He also holds a Fixed Insurance Sales Agent license and dedicates part of his time to insurance sales. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, employing a disciplined, long-term diversified asset allocation strategy. The firm offers tiered fractional family office services and integrates multiple analyses in its investment approach, managing proprietary and third-party model portfolios.

Patrick Laborde is a financial advisor with Hilltop Securities Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at multiple BBVA entities, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., from 2014 to 2021. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a broad range of clients, including individuals, corporations, nonprofits, and institutions. The firm uses an open-architecture platform with multiple adviser-managed and manager/model-based programs, providing a variety of investment strategies and operational features such as municipal bond strategies co-advised with Franklin Templeton Group.

Joshua Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Smith is also the managing partner of Symphony Wealth Group, an independent insurance-related practice focusing on client relationships and financial planning. 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 manages client assets across a wide range of products and platforms, offering both discretionary and non-discretionary arrangements.

Samuel Parker Jr. is a financial advisor at Arax Advisory Partners with 39 years of industry experience. He has held roles at UBS Financial Services for over two decades and at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC before joining Arax Advisory Partners in 2026. Outside of his advisory work, he is a managing partner of an investment-related LLC focused on rental property management. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, featuring unique performance-based fee arrangements and a range of advisory services.

Ryan Davis is the Vice President and Branch Leader at Fidelity Investments' Austin Domain Investor Center. In this role, he leads a team dedicated to creating financial plans tailored to the personal needs of their clients, emphasizing trusted partnerships and comprehensive financial planning. He has been with Fidelity Investments since 2001, holding various positions including Assistant Branch Manager, Senior Account Executive, Relationship Officer, Financial Planning Consultant, Proactive Representative, Investment Representative, and Service Trader. Prior to joining Fidelity, he worked as a Loan Officer at Legacy Financial Group from 2000 to 2001. Details about his education, credentials, personal interests, or community involvement were not provided.

Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

Jerry Verseput is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. Prior to joining HUB in 2025, he spent 18 years at Veripax Wealth Management, LLC. He is also a licensed independent insurance agent, authorized to sell life, fixed annuities, disability, and long-term care insurance. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension and profit-sharing plans, institutions, trusts, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis, and offers a range of advisory solutions including retirement plan advisory and access to third-party asset managers.

Christian Kiemele is a financial advisor at Kestra Private Wealth Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Kestra Investment Services, First Trust Portfolios, First Trust Advisors, and RBC Capital Markets. He is based in Austin, TX. 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 and offers a broad range of investment products and platforms within a structured oversight framework.

David Jones II is a CFP® and Series 66-licensed advisor at Bailard, Inc. in Austin, TX, with seven years of industry experience. Prior to joining Bailard in 2020, he worked at the University of Texas at Austin, was self-employed, and held roles at Bank of America and Merrill. He is the founder of EstateGuidePro LLC, an educational venture focused on wealth transfer topics such as estate planning and philanthropy. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset investment approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options for interested clients.

Jeremy Tung is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at PKS Investments, Victory Financial Group, Equitable Advisors, and Axa Advisors. Victory Financial Group serves a diverse client base, including high-net-worth 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 incorporates fundamental, cyclical, and behavioral analyses to build model portfolios tailored across risk profiles.

Christopher Guzman is a financial advisor with HUB Investment Partners, LLC in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Advisors, Merrill, Bank of America, and Morgan Stanley. 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 combines internally managed model portfolios with customized strategies and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Grayson Downs is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining 49 Financial, he held roles at Sewell Automotive Companies and Texas A&M University. Outside of his advisory work, he is also a licensed insurance agent. 49 Financial serves a diverse client base, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.