Thomas Bonnington is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Nixon Capital LLC, Kestra Financial, Inc., and IMG Financial Group, Inc. Outside of his advisory work, he has experience in the restaurant industry with Torchy's Tacos. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a combination of proprietary and third-party investment strategies.

Joseph Bolling is a financial advisor at 49 Financial in Austin, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and American Campus Communities. Bolling is also licensed to sell fixed traditional insurance products. 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 employs a disciplined, long-term investment approach based on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Ryan Botzong is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Moreman, Moore and Company. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Matthew Rykulski is a financial advisor at Kestra Private Wealth Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Kestra since 2022, following prior roles at Bank of America and Merrill. Outside of Kestra, he is the managing partner of Polaris Private Wealth and CEO of Macoer Investments, Inc., both businesses involved in investment-related 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 individuals and institutional clients, offering a broad range of investment products and specialized services within discretionary and non-discretionary arrangements.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment tools.

Whitney Dodson is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 credential and has been with 49 Financial since 2026. Her prior experience includes roles in several businesses and institutions, including Dodson Dimensional Design and the University of Texas at Austin. 49 Financial serves individual and institutional clients with a range of financial planning and investment management services. The firm employs a disciplined, long-term diversified asset allocation approach, offering tiered fractional family office services and utilizing both proprietary and third-party model portfolios.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 credentials and 23 years of industry experience. His prior roles include positions at McBee Advisors and Hilltop Securities Inc. He is involved with Tidewater Financial as an investment advisor and owns two real estate properties. Kestra Private Wealth Services 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, with specialized services including annuity subaccount and 529 plan management.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc, a freight forwarding logistics business. 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 specialized services within discretionary and non-discretionary arrangements.

George Abiassi is an investment advisor representative at Waterloo Capital with Series 63 and Series 65 credentials and two years of industry experience. He is also principal of Market Street Capital, a consulting services firm, and a partner at Market Street Health Partners I LLC, an independent sponsor involved in acquisitions of diagnostic laboratories. Prior to Waterloo Capital, he has been affiliated with Pickwick Capital Partners, LLC and Market Street Capital. Waterloo Capital is an SEC-registered multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion through 51 advisors, offering customized portfolios with a fundamental, long-term buy-and-hold approach, access to third-party sub-advisers, comprehensive financial planning, and educational seminars.

Cami Engelbert is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. She began her career at 49 Financial in 2024 following her studies at Auburn University. Engelbert is also a licensed insurance agent with the Financial Independence Group. 49 Financial serves a diverse client base, including individual and institutional investors, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services and access to third-party investment managers.

Lisa Garza is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Concorde in 2024. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

Bennett Woodward is a CFA® charterholder with 22 years of industry experience. He currently works at Waterloo Capital and has prior experience at Intelligent Wealth Solutions, Black Diamond Investment Partners LLC, and Raymond James & Associates. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach with customized portfolios and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Mark McAdams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ironclad Strategies LLC and Erben Associates, LLC. In addition to his advisory role, he is a managing member and fractional CFO at Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a primarily long-term, buy-and-hold approach, integrating various investment tools and providing access to third-party sub-advisers and comprehensive financial planning.

William Gungoll is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, he spent 12 years at Edward Jones. He is the owner of Buffalo Capital Management, a business that provides comprehensive financial planning for individuals and small businesses. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 20,000 client relationships. The firm supports a wide range of investment products and specialized offerings, allowing advisors to tailor strategies within an approved menu.

Joshua Kennedy is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held various roles including multiple years in education and staffing at Aptive Pest Control. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term asset allocation strategy that integrates multiple analysis techniques and emphasizes mutual funds and ETFs.

Joseph Quartucci is a financial advisor with Transce3nd LLC, holding the ChFC® designation and SIE Series 63 and 65 licenses. He has 23 years of industry experience, with prior roles at Madison Avenue Securities, Kalos Management, Kalos Capital, and National Planning Corporation. Quartucci is a managing partner of e3 Wealth LLC and managing member of e3Tax LLC, which provides tax preparation and bookkeeping services. He also serves as a board member of Help One Now, a family reunification nonprofit. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process utilizing fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers on AE Wealth Management’s platform.

Patrick Mundlin is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and 10 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, he is involved in ranch ownership and maintenance, participates on the Southlake Parks and Recreation board, and is president of Health to Abundance, a group health insurance company. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Stephen Davis is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory services, he also provides fixed insurance services at 49 Financial. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm employs a disciplined, long-term diversified approach to asset allocation and integrates fundamental, cyclical, technical, and behavioral analysis in its investment process.

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 and Apollonia Management Group, and she also has experience with the Texas Rangers Baseball Club. Outside of her advisory work, she is involved as a client service associate for AMG Wealth Advisors in Austin, TX. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach, employing fundamental analysis and diverse investment strategies through over 50 advisors managing approximately $2.26 billion for around 2,600 clients.