Theodore Lisa is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. His work history includes academic and hospitality roles prior to joining the firm. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term, diversified asset allocation approach influenced by Modern Portfolio Theory. The firm offers tiered fractional family office services and employs proprietary and third-party model portfolios.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.

Nader Al Mooshi is a Series 66 licensed advisor with nine years of experience, currently associated with Kestra Private Wealth Services, LLC since 2023. Prior to Kestra, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank for a total of 12 years. He serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. He is also the founder of Mooshi Wealth Planning & Management. Kestra Private Wealth Services operates through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and advisory services to individuals and institutional clients, with both discretionary and non-discretionary arrangements.

Ryan Nelson is a financial advisor at Aspiriant, LLC in Austin, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Aspiriant since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm emphasizes customized investment programs and offers expanded family office capabilities including accounting, banking support, and specialized consulting.

Zachary Hawkins is a financial advisor with 11 years of industry experience, currently with 49 Financial. He holds Series 65 and Series 63 designations and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory role, he is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and is involved with 25 Giving, which helps develop charitable plans for nonprofit donors. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers and legacy position implementation.

Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

William Krivicich is a CFA® charterholder with 27 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2019 following prior roles at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent advisory firm providing financial planning and asset management services. Kestra Private Wealth Services, LLC offers 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, providing access to a broad range of investment products and specialized services while maintaining operational relationships that support retirement plans, insurance companies, and third-party adviser arrangements.

Ryan Zwarg is a CFP® professional with 27 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors over a combined 14 years. He is the founder and principal of Kingdom Private Wealth, a firm focused on wealth and investment management services. 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 about 208 advisors. The firm offers a broad range of investment products and specialized services, allowing advisors to select suitable platforms and products within Kestra’s approved menu.

David Barnett is a CFP® professional with 30 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, joining both in 2025. Barnett previously held roles at Bank of America, Merrill, and Banc Of America Investment Services. He is also a co-founder and managing partner of Ascend Private Wealth Partners, where he serves as a wealth advisor. 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, supporting both discretionary and non-discretionary arrangements and specialized offerings.

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Trevor Stepan is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license. He has experience working at Kestra Financial and American Campus Communities, alongside roles in education and property management. His background includes several years at Cornerstone Christian Schools and involvement with Lanterra Properties. 49 Financial serves individual and institutional clients with financial planning, retirement‑plan consulting, and investment management, emphasizing disciplined, long‑term diversified asset allocation based on a combination of fundamental, cyclical, technical, and behavioral analysis.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.

Brian Laughlin is a CFP® professional with 31 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2019. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, he serves as a voting member on the Board of Trustees for the Rockledge General Employee Pension Committee and holds a treasurer position at Calvary Chapel of Melbourne, Inc. 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 broad range of investment products and specialized services, while overseeing advisor recommendations within an approved product menu.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory role, he is a member of MHW Holdings, Ltd., an LLC formed for liability and administrative purposes among fellow Kestra advisors. 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 approximately $13.45 billion in client assets and offers a broad range of investment products through discretionary and non-discretionary arrangements.

Ari Taublieb is a CFP® and Series 66 registered advisor with seven years of industry experience. He has worked at Root Financial Partners since 2020 and previously was with Nuveen Securities, LLC for two years. Ari is also the founder of Early Retirement LLC, an online course and software business focused on retirement, which operates as a hands-off venture. Root Financial Partners provides investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified passive portfolios tailored to client objectives and offers educational programming and paid online academies distinct from its advisory services.

Joshua Henson is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Logan Moulton is a CFA® charterholder and portfolio manager with Waterloo Capital in Austin, TX, holding industry experience of 2 years. He has worked at Waterloo Capital, Intelligent Wealth Solutions LLC, and other firms since 2019. Moulton manages customized investment portfolios within Waterloo Capital’s platform. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing roughly $2.26 billion across 2,600 clients. The firm uses fundamental analysis and a long-term, buy-and-hold approach to build customized portfolios, with access to third-party sub-advisers and a range of investment tools including private placements and securities-backed lending.