Henry Looney is a Series 65 licensed advisor with Waterloo Capital in Austin, TX, where he has worked since 2025. He has one year of industry experience and previously held roles at Intelligent Wealth Solutions LLC, 16VC, CaddieMaster, Lululemon, Northwestern Mutual, SNAG, CAVA, and completed his education at the University of Colorado, Boulder, and Mercersburg Academy. Waterloo Capital is an SEC-registered, multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and consulting, focusing on long-term, strategic buy-and-hold investment approaches with ongoing monitoring and client-specific investment restrictions.

Tyler Nguyen is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB, he worked at Veripax Wealth Management, Inc and has held roles outside of finance, including at San Francisco State University and Renewal By Anderson. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies, employing technical and cyclical analysis, and offers a range of advisory and consulting solutions through its affiliation with HUB International.

Amy Colton is a financial advisor with Legacy Wealth Management, LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at Forefront Wealth Partners and LPL Financial. Outside of advisory work, she is a partner at Your Divorce Made Simple, providing divorce advice and mediation services, and is involved in educational efforts with Woman in Confidence. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu, including alternatives and illiquid investments, to tailor strategies according to clients' objectives and risk tolerances.

Larissa Boyd is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 certification and has recent experience working in education and music, including operating her own music business. Prior to joining 49 Financial in 2026, she worked in the education sector for over a decade and was involved with Texas A&M University and a community organization focused on early childhood. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm applies a disciplined, long-term investment approach that integrates fundamental and behavioral analysis, managing model portfolios with regular oversight and rebalancing.

Timothy Rodgers is a financial advisor at 49 Financial in Austin, TX, holding a Series 66 designation with eight years of industry experience. His career includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, 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 and engages in the sale of variable products. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm’s investment approach is based on diversified asset allocation grounded in a derivative of Modern Portfolio Theory, with a focus on mutual funds and ETFs and ongoing behavioral coaching.

Cole Haddock is a CFP® and Series 65 credentialed advisor with four years of industry experience. He has worked at Mission Wealth Management, LP since 2022, following a prior role at Halbert Wealth Management, Inc. before joining the financial advisory field, he was employed at Chevron from 2012 to 2020. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, and investment advisory services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a diverse range of asset types.

Allison Howard is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. She has previously worked at Kestra Financial Inc., Joule Financial, and Radwan, Brown & Company. Prior to her advisory career, she spent seven years at Chick-fil-A. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting tailored to higher-net-worth and institutional clients. The firm employs a customized investment approach overseen by an Investment Committee and provides specialized services including option overlay and hedging strategies.

Christopher Hamilton is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years. Outside of advising, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, serving individual and institutional clients.

Gal Perlmutter is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he and his wife rent out their pool on an hourly basis through a peer-to-peer platform. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.

Christian Salazar is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2026. His professional journey also includes experience as a Client Service Advocate at Ethos Financial Partners from 2021 to 2023, a Branch Manager Trainee II at One Main Financial between 2019 and 2021, and as an Agency Producer at Farmers Insurance from 2018 to 2019. In his role, Christian focuses on assisting clients and their families in growing their assets, protecting their wealth, making informed investment decisions, and streamlining their financial lives. He emphasizes the importance of creating financial plans tailored to each client's unique circumstances and values, supporting them in working toward their life goals. Outside of his professional responsibilities, Christian has interests in board games, fitness, food, parenthood, pets, and swimming.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.

John Lindquist is a financial advisor with World Equity Group, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms including Northview Advisors LLC and Quint Capital Corporation, and maintains an administrative and supervisory role with NorthView Capital Partners. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs combining discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and also holds roles at Kestra Investment Services, LLC and Washington Wealth Management, LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in assets across 208 advisors as of the end of 2025. The firm offers a broad range of investment products and specialized services, with a focus on advisor-managed accounts and operational support through its institutional affiliations.

David Carlock is a CFP® professional with 20 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. He previously worked for 15 years at Raymond James & Associates before joining Kestra in 2020. Outside of his advisory work, Carlock is involved in volunteer activities and manages a business entity, D Squared Tres LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and services, including discretionary and non-discretionary accounts, third-party manager platforms, and specialized offerings, while maintaining institutional and operational support features such as an affiliated trust company.

David Tovey is a CFP® with 19 years of industry experience. He has been with Kestra Private Wealth Services, LLC since 2022 and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is the owner of Blue Shamrock, Inc., a pass-through entity, and serves as a board member for Russo Operational Consulting Group. 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 platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He holds a Series 63 designation and has worked at several firms including Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he is involved in his community as a core member of ACTS of the Holy Spirit, assisting in planning church retreats. Waterloo Capital is an SEC-registered, multi-advisor firm that provides investment management and financial planning primarily to accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm focuses on customized portfolios with a long-term, strategic buy-and-hold approach, offering both discretionary and non-discretionary services along with financial planning, educational seminars, and referrals for tax and lending solutions.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining Kestra in 2024, he worked at Bank of America and Merrill, accumulating extensive experience in financial services. He is also involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning, and is an owner/member of W.K.T.B. LLC, which supports his advisory activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and specialized offerings while overseeing advisor recommendations within an approved product menu.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Her background includes roles at Florida Financial Advisors and Ameriprise Financial Services, LLC, as well as experience in physical therapy and retail. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and consulting, typically focusing on long-term, strategic buy-and-hold investment approaches with ongoing monitoring and annual reviews.

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 license and 17 years of industry experience. She has worked at several firms including Lion Street Financial and Integrated Wealth Strategies. In addition to her advisory role, she is also an attorney providing legal services and is involved in equine insurance as an agent. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm primarily offers discretionary portfolio management using a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs while providing access to alternative investments and annuity platforms.