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.

Mickey Bryan is a CFP® professional with 18 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at LPL Financial, LLC and Rembrandt Financial Group, LLC. Kintra Wealth, LLC provides wealth management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm integrates model-driven asset allocation with fundamental security analysis, serving both retail and institutional clients while emphasizing tax efficiency and customized investment strategies.

Stephen Johnson is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Victory Financial Group serves a diverse client base, including individuals, trusts, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation approach based on Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Bradley Schardein is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience with Millennium Advisory Services and Dicks Sporting Goods. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Doyle Tracer is a financial advisor at Victory Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors from 2010 to 2023. Outside of his advisory role, Tracer serves as a board member and Director of Sponsorships for the Bobcat Youth Football Organization, a nonprofit supporting youth football. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

William Milby is a Certified Financial Planner (CFP®) affiliated with Kestra Private Wealth Services, LLC, with 40 years of experience in the financial industry. His prior roles include positions at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he is the founder and owner of REDOOS INC., a private ride share software company, and he also serves as founder, CEO, and CIO of Campus Private Wealth, an insurance-related firm. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, including annuity subaccount management and 529 plan services.

Kristin Griffin is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to her advisory duties, she is involved in client operations and compliance management at Alongside, LLC. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy influenced by Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

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.

Bruce Wehner is an investment adviser representative at Transce3nd LLC with 18 years of industry experience. He has worked at several firms, including Kalos Capital and National Planning Corporation, and has been involved with E3 Wealth since 2007. Outside of his advisory role, he hosts a podcast titled "The Money Advantage," which focuses on business structuring and cash flow strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

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 financial advisor at 49 Financial with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at firms including Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services.

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.