Kendall Rieder is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 designation and beginning their industry career in 2025. Prior to joining 49 Financial, Kendall held various roles across different industries, including positions at ADP and Rieder Law, as well as academic experience at Texas A&M University. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and offers tiered fractional family office services and access to third-party managers.

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 previously worked at UBS Financial Services for 23 years and held roles at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. He is a managing partner of SD&S Real Estate, LLC, where he oversees property management decisions. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

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.

Terence Taylor is a financial advisor at Transce3nd LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Madison Avenue Securities, Kalos Capital, and National Planning Corporation. Taylor is a senior partner at e3 Wealth, where he solicits and sells insurance and fixed annuity products, and he is also involved with a private investment group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and employing risk-profiling tools.

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.

William Newbould is a CFP® professional with 32 years of industry experience. He has been with Cary Street Partners since 2013 and previously worked at Riverstone Wealth Management, Inc. for nine years. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. 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 offers a broad range of investment options and proprietary strategies, including ERISA retirement plan services and solutions tailored for state and municipal government entities and insurance company clients.

Garren Decker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. Outside of advisory work, Decker is involved in entrepreneurial ventures including ownership of a home inspection business and leadership roles in other financial and retirement services firms. 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 approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a framework that supports both discretionary and non-discretionary management.

Tyler Le Clair is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 licenses and has professional experience dating back to 2015, including roles in education prior to joining Mutual of Omaha in 2025. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning offerings. The firm operates primarily via platform relationships with Envestnet and Pershing, delivering managed solutions that include model portfolios and third-party money manager options.

Mary Grace Cooper is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she is involved with Whole & Equal Co., a health and wellness company where she provides coaching and nutrition advice. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and fractional family office services. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation with a combination of fundamental, cyclical, technical, and behavioral analysis.

Samantha Owens is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for four years. Outside of her advisory role, she is involved with Groesbeck High School as Vice President of the Class of 2015, helping to plan and organize reunions. 49 Financial serves individual and institutional clients with services including financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services along with access to third-party managers.

John Chatmas Jr. is a financial advisor at Waterloo Capital with 25 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Intelligent Wealth Solutions, Kestra Investment Services, and Morgan Keegan & Company. Waterloo Capital is a multi-advisor SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and access to various sub-advisers, emphasizing long-term strategic allocations with ongoing monitoring and annual reviews.

Vito D'angelo is a financial advisor at Hilltop Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Hilltop Securities since 2016. Outside of his advisory role, he owns a small plant sales business called Vito's Garden. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, execution, custody, investment advisory, and retirement-plan consulting services. The firm employs an open-architecture investment platform and offers a range of portfolio management programs, including adviser-managed and model-based strategies, with $2.25 billion in assets under management.

Michelle Varner is a financial advisor at HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. Her prior roles include positions at Charles Schwab, J.P. Morgan Chase, Cetera, First Fidelity Bank, and Citigroup Global Markets. 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 analyses in its decision-making.