Caleb Killpatrick is a Series 65-licensed financial advisor with 49 Financial in Austin, TX, where he has worked since 2026. He has prior experience in various roles including positions at Texas A&M University, Camp Deer Run, and several church organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

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 CFP® professional with 40 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at Bank of America and Merrill. He is the founder of REDOOS INC., a private ride-share software company, and also leads Campus Private Wealth as founder, CEO, and CIO, focusing on insurance and investment strategy. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with access to in-house and third-party managed solutions.

Kristin Griffin is a financial advisor with 7 years of industry experience, currently with 49 Financial in Austin, TX. She holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Griffin also serves as a senior manager in client operations and compliance for an SEC-registered investment adviser. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term, diversified asset allocation strategy using proprietary models and third-party managers while offering planning and discretionary portfolio management through a multi-team advisory platform.

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, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Bank of America, Merrill, and has a background in physical therapy. She is also involved with Attain Wealth Partners, where she provides holistic financial planning. Kestra Private Wealth Services serves a wide range of clients, including individual investors, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, and specialized advisory programs across multiple platforms.

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and has also worked with Spire Securities, LLC and Kestra Private Wealth Management, LLC. Outside of his advisory role, Bartenstein serves as a member of the Board of Trustees for Hargrave Military Academy. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and custodians.

Lillian Cheesar is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, she worked in various roles including positions at Texas Performing Arts Center, Franklin Finders, Tecovas, Bazille, and Crumbl Cookies. She also attended the University of Texas at Austin. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans by offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds, ETFs, and selected third-party managers.

Will Crenshaw III is a Series 65-licensed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, he worked at Builders FirstSource and Monreal Framing Company. Outside of advising, Crenshaw is a licensed insurance agent. 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, retirement-plan consulting, and fractional family office services, using a disciplined, long-term diversified asset allocation approach primarily implemented through proprietary and platform model portfolios.

Gregory Rosner is a financial advisor at 49 Financial with nine years of industry experience and a Series 66 designation. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, AXA Advisors, and Thrivent Advisor Network. Outside of financial advising, he owns Ranch Water Pool Co., a pool maintenance and repair company based in Texas. 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 diversified asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Jordana Kutnick is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at KPMG, Action Behavior Centers, Montemayor Britton Bender, and several other firms. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including discretionary investment management, financial planning, tax preparation, and access to private investment opportunities, employing a balance-sheet, holistic approach to client advice.

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® with 12 years of industry experience, currently serving as a financial advisor at 49 Financial in Austin, TX. His prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach and manages approximately $1.4 billion with a large team of advisors.

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 in Plano, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior firms include Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. He is also the managing partner of Symphony Wealth Group, where he manages client relationships and financial plans using in-house managed models. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to both in-house and third-party solutions.