Megan Gegen is a financial advisor at Waterloo Capital with a Series 65 credential and three years of industry experience. Her prior roles include positions at Muse Consultants, Apollonia Management Group, and the Texas Rangers Baseball Club. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients, focusing on customized, long-term portfolios with ongoing monitoring and periodic rebalancing.

Chase Bertrand is an investment adviser representative and vice president at 49 Financial with eight years of industry experience. He has held positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors, among others. Outside of his advisory role, he owns and manages Ranch Water Pool Co, a pool company in Austin, Texas. 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 that incorporates fundamental, cyclical, technical, and behavioral analysis. The firm offers fractional family office services and employs a combination of proprietary and third-party model portfolios.

Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and over 23 years of industry experience. His career includes roles at Findec Wealth Services, Inc., and Western Associates Insurance Services, as well as experience in plan administration and consulting through Embedded Capital Advisors LLC. He has also held business development responsibilities for third-party 401(k) plan administration. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering ERISA retirement plan consulting, HSA services, wealth management, and a wrap fee program. The firm employs long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages nearly $10 billion in assets across multiple offices.

Richard Drucker is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Oakwood Capital Securities and PKS Investments. Outside of advisory work, he is also a licensed fixed insurance agent. 49 Financial serves both individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, emphasizing a disciplined, long-term asset allocation approach. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios.

John Moriarty is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Transce3nd LLC and has held previous roles at firms including Kalos Capital, Inc., and National Planning Corporation. Outside of his advisory work, he is president of the John & Ellen Moriarty Family Foundation, a private nonprofit organization. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutional clients. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and a wrap fee program administered via AE Wealth Management.

Anjali Mehta is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning. She holds academic experience from the University of Colorado at Boulder. Waterloo Capital is a multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm focuses on long-term, strategic buy-and-hold portfolio allocations and offers a range of services including discretionary portfolio management, financial planning, and access to third-party sub-advisers.

Benjamin Long is a financial advisor at 49 Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bank of America, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, 49 Wealth Management LLC, and Oakwood Capital Securities. Outside of his advisory work, he is also a licensed fixed insurance sales agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she is the owner of a tax entity, Tight Lines Financial Management LLC, and serves as Operations Director for Kindred Wealth Partners. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, offering access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

Colton Dunn is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Ariv Wealth and Auburn University. Dunn is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Daniel Macintyre is a Series 65-licensed advisor at Waterloo Capital in Austin, TX, with one year of industry experience. His prior roles include positions at Intelligent Wealth Solutions LLC, RightCapital, and the 6th Taxing District. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes customized, long-term, strategic portfolios with ongoing monitoring and annual reviews, offering both discretionary and non-discretionary management.

Gordon Reynolds is a CFP® and CFA® professional with 15 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, where he has worked since 2021. Prior to that, he spent 18 years at Wells Fargo Bank, NA. Reynolds is president and CEO of Ridgway Private Wealth, an independent RIA, and serves on several boards and committees, including the Community Foundation for Southern Arizona and the Tucson Symphony Orchestra. He also tutors finance students, including preparation for the CFA and CFP exams, and provides pro bono financial coaching to widows through Wings for Widows. Kestra Private Wealth Services, LLC offers 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 provides access to a broad range of investment products and platforms, with a focus on advisor-managed accounts and a variety of specialized offerings.

Kyle Wilcutt is a financial advisor at Transce3nd LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Madison Avenue Securities and AE Wealth Management. He is also involved in marketing the advisory business under the name e3 Wealth and holds insurance licenses for fixed annuities and life insurance. Transce3nd LLC serves a broad range of clients, including individuals, foundations, trusts, estates, and institutions, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often implementing portfolios via third-party models and managers.

Nicholas Bishop is an investment advisor representative at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, he is also involved in insurance sales as a licensed agent. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, she worked at Wells Fargo Clearing and Raymond James Financial. She also supports registered representative activities through Provista Wealth Management. 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 access to a wide range of investment products and specialized solutions, overseeing advisor recommendations while allowing product and platform selection within approved menus.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 17 years before joining Kestra in 2025. Outside of her advisory role, she serves as chairman of the board for a local food pantry and participates in community finance and fair board committees. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment options and specialized programs, supporting both discretionary and non-discretionary account management.

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Dean Dillenberg is a financial advisor with 10 years of industry experience, currently with 49 Financial. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to his advisory role, he is involved with 25 Giving, where he refers nonprofits to develop charitable plans for donors. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Hunter Lloyd is a financial advisor at 49 Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also involved with Oakwood Capital Securities and 49 Wealth Management. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Eddie Hebert Jr. is a financial advisor at Strategic Financial Concepts, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Associated Credit Union since 2008. His prior experience includes roles at LPL Financial and Concourse Financial Group Securities, Inc. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and is notable for its integration of insurance-related activities within its multi-team practice.

Sebastiano Vassallo is a financial advisor at Transce3nd LLC with a Series 65 license and three years of industry experience. His prior work includes roles at Madison Avenue Securities, E3 Wealth, and educational institutions such as the University of Texas at Dallas and Uplift North Hills Prep. Outside of advising, he owns Mayhem Trading Co., a business that sells collectibles. Transce3nd LLC serves a diverse range of clients, including individuals, foundations, trusts, retirement plans, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a strategic asset allocation process supported by fundamental, technical, and quantitative analysis.