Jason Lindner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior work includes eight years at Bank of America and Merrill. He is also co-founder and COO of Campus Private Wealth, an investment advisory and insurance business. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities with advisor-managed portfolios, financial planning, and consulting across various investment platforms and strategies. The firm offers services including wrap-fee programs, annuity subaccount management, 529 plan advisory, and placement-agent functions for private funds.

Cole Kershner is a Series 65-licensed financial advisor with 2 years of industry experience. He is currently with 49 Financial and has prior experience at Aquila Commercial and Upmerch. Outside of his advisory role, Kershner coaches water polo part-time at Longhorn Aquatics, working with youth teams during the summer. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term, diversified investment approach primarily using mutual funds, ETFs, and third-party managers.

Frederik Arroyave is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, RBC Capital Markets, and AIG. He is also involved with HUB International in a licensed administrative capacity. HUB Investment Partners serves a diverse client base, including institutional and individual investors, offering a range of investment management and retirement planning services. The firm employs a combination of active and passive strategies across multiple asset classes and provides specialized services to banking and municipal clients.

Justin Mendez is a CFP® with nine years of experience, currently serving as a financial advisor at Northern Trust Securities, Inc. since 2017. Prior to this, he worked at Northern Trust Bank from 2016 to 2017. Outside of his advisory role, he owns rental property but this activity is passive and unrelated to his investment work. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Sean O’Brien is a financial advisor at 49 Financial with five years of industry experience. He has previously worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved with 25 Giving, a nonprofit contractor focused on developing charitable plans for donors, and is also an insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term, diversified investment approach based on Modern Portfolio Theory and using proprietary and platform model portfolios.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Clinton McCalla is a CFP® professional with 12 years of industry experience, currently serving at Wedmont Private Capital since 2026. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, Fisher Investments, and his own firm, Wealth Planning Company of Texas. He volunteers on the Lake Travis Independent School District CLASS Committee, engaging with local education leaders on policy feedback. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and primarily employs a passive, tax-aware investment approach with index funds and ETFs, supplemented by selective specialized strategies for qualified clients.

Alfred Lopez is a financial advisor at 49 Financial based in Austin, TX, holding a Series 66 license with two years of industry experience. He previously worked at Purshe Kaplan Sterling Investment and Oakwood Capital Securities. Lopez is president of 25 Giving, a charitable planning company, and a founding board member of the nonprofit RBI Austin. 49 Financial serves individual and 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 investment strategy based on diversified asset allocation and offers both project-based and ongoing planning alongside discretionary portfolio management.

Katherine Foster is a financial advisor with Arax Advisory Partners in Austin, TX. She holds a Series 65 designation and has one year of industry experience, previously working at U.S. Capital Wealth. Prior to her advisory roles, she spent five years at UNC Chapel Hill and also taught at two Christian schools. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party managers, and tailored asset allocation, and offers various advisory and consulting services including performance-based fee arrangements and private fund management.

Jesse Bayarena is a CFP® professional with 25 years of industry experience, currently advising at Kestra Private Wealth Services, LLC. His prior roles include positions at Avantax Advisory Services and 1ST Global Advisors, Inc. In addition to his advisory work, Bayarena is involved in financial planning and wealth management through his ownership of Ronin Wealth and is the founder of Kaizen Tax Planning, a firm focused on tax reduction strategies. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, supporting advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Elizabeth Mock Hernandez is a financial advisor at Waterloo Capital with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James, Bank of America, and Merrill prior to joining Waterloo Capital in 2020. Outside of her advisory role, she owns a Spanish translation business, serves as president of a social impact platform, and is a board member of a nonprofit organization serving Honduras. Waterloo Capital is a multi-team SEC-registered advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental analysis with a primarily long-term, buy-and-hold investment approach, offering customized portfolios, access to third-party sub-advisers, and a range of investment tools including mutual funds, ETFs, and private placements.

John Pesce is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Fairway Asset Management, LLC and TCG Holdings LP, where he served for over three decades. He serves on the advisory board for the Foundation 99 conference and is a board member of Care Solace, a mental health platform. HUB Investment Partners provides investment management and retirement planning to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers integrated advisory and consulting services through affiliated entities.

Ryan Jacobs is a financial advisor with HUB Investment Partners, LLC in Austin, TX. He holds a Series 65 designation and has seven years of industry experience. Prior to joining HUB in 2024, he worked at Millennium Advisory Services, Inc. for eight years and has additional experience in retail management. HUB Investment Partners provides investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized strategies and utilizes a variety of platforms and third-party managers to meet client objectives.

Frates Newsom is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining 49 Financial, Newsom worked at Purshe Kaplan Sterling Investments and the Thrivent Advisor Network. Outside of advising, Newsom is involved with 25 Giving, assisting nonprofits in developing charitable plans. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term, diversified asset allocation strategy with oversight of third-party managers and model portfolios.

Garrett Newberry is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and four years of industry experience. He has held positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network among others. Outside of his advisory role, he is involved with 25 Giving, a nonprofit referral organization, and participates in Master Networks, a professional networking group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, employing a disciplined, long-term investment approach centered on diversified asset allocation and model portfolios.

Stewart Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Charles Schwab and Charles Schwab Bank for over a decade. He also serves as Managing Director of Planwell Private Wealth Services, where he provides financial guidance, planning, and investment management. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to multiple platforms and in-house as well as third-party managed solutions.

Steven Livitz is a financial advisor at Waterloo Capital with 19 years of industry experience. He has held positions at Ironclad Strategies LLC, Kestra Financial Securities, Inc., and SII Investments. Outside of his advisory role, Livitz is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, where he provides business consulting services. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm builds customized portfolios with a long-term, buy-and-hold approach, offering a range of investment tools and comprehensive financial planning services.

Christopher Jamail is a CFP® professional with nine years of industry experience, currently serving at HUB Investment Partners, LLC since 2020. Prior to that, he worked for 16 years at TCG Advisors, LP. He holds board positions with several nonprofit organizations, including Foundation 99, the Jared Jamail Memorial Scholarship Fund, and the Gladney Center for Adoption, and serves on the advisory board for the Plan Sponsor National Conference. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis, and offers integrated advisory and consulting services through its affiliation with HUB International.

Daniel Neil is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ouro, Digital Realty, and Northwestern Mutual. HUB Investment Partners serves a broad range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies and utilizes both internal and third-party asset managers.

Jack West is a financial advisor at Kestra Private Wealth Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra since 2015. West is also president of J.C. West & Associates, Inc., through which he provides financial and wealth management consulting, retirement and financial planning, equity trading, and occasionally life insurance and variable annuity products. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of advisory and financial planning services across multiple platforms while supporting independent advisor decision-making with supervisory oversight.