Jeffrey Smith is a CFP® and ChFC® with 25 years of industry experience. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2020, following nine years at UBS Financial Services. Outside of his advisory role, he serves as a notary and volunteers on a community committee. 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 with a broad range of investment products and offers both discretionary and non-discretionary account management.

Kyle Robarge is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Madison Avenue Securities, Kalos Management, and National Planning Corporation. Outside of advisory roles, he is involved in music business management as an account manager and managing partner of entertainment business management firms. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, relying on strategic asset allocation supported by fundamental, technical, and quantitative analysis.

Corwin Davidson is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Transce3nd LLC and has previously worked at firms including Park Avenue Securities and Securities America Advisors. Outside of his advisory work, he is involved with an exit planning coaching service for business owners through Hill County Business Strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers investment management and financial planning, emphasizing strategic asset allocation supported by quantitative and fundamental analysis, and often utilizes third-party models and money managers.

Camryn Brown is a Series 65-licensed financial advisor with Kestra Private Wealth Services, LLC, based in Austin, TX, and has one year of industry experience. Prior to joining Kestra, Brown worked at Symphony Wealth Group and Fidelity Investments. 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 client assets across roughly 208 advisors. The firm offers a broad range of investment products and specialized services while supporting discretionary and non-discretionary account management.

Andrew Wilson is a Series 65 licensed financial advisor at 49 Financial in Austin, TX, with one year of industry experience. Prior to joining 49 Financial, he held roles at ADP and Texas Christian University’s Sales Center. 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 disciplined, long-term diversified asset allocation and provides tiered fractional family office services alongside access to third-party managers.

John Walker Smith is a financial advisor at 49 Financial in Austin, Texas, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at the University of Mississippi and Bowie High School. Outside of his advisory role, he works as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm’s approach combines diversified asset allocation with fundamental, cyclical, technical, and behavioral analysis, and it provides tiered fractional family office services alongside access to third-party managers.

Nicholas Riotto is a CFP® professional with four years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM Holdings LLC, an online retail business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services.

Jeremy Wood is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Kestra and affiliated firms since 2019 and has been involved with Parkland Securities since 2014. Outside of his advisory role, he is a licensed insurance agent writing life and disability insurance policies and is a managing partner in related investment advisory and insurance businesses. 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 offers a broad range of investment products and specialized services, supporting discretionary and non-discretionary arrangements across approximately 208 advisors and nearly 20,000 client relationships.

Charles Smith is a CFP® with 20 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. His prior work includes roles at Wells Fargo Clearing, Principal Financial Services, Equitable Advisors, and Ameriprise. Outside of advising, he owns an RV rental business where he manages trailer preparation and renter education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages a broad range of investment products and offers specialized services including advisor-managed accounts, third-party manager platforms, and wrap programs.

Dennis Laughlin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2019 before joining Kestra in 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, where he advises on budgeting and financial matters. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a broad range of investment products and platforms.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Kestra Private Wealth Services and Kestra Investment Services since 2014 and has been affiliated with Washington Wealth Management, LLC since 2012. Kestra Private Wealth Services 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 and specialized services within a regulated framework.

Joseph Blackwell is a Series 65-licensed advisor at Waterloo Capital in Austin, TX, with one year of experience in financial services. Prior to joining Waterloo Capital, he held roles outside the industry, including work at Rudy’s Country Store and BBQ and positions in education. Waterloo Capital is a multi-advisor firm offering investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized portfolios using fundamental analysis and long-term strategic allocations, providing both discretionary and non-discretionary services alongside financial planning and consulting.

Jordan Cantrell is a Certified Financial Planner® with 12 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2026 after a 12-year tenure at Edward Jones. Outside of his advisory role, he is a part owner of a marina expansion project in Washington, NC. 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 as of the end of 2025. The firm serves individuals and institutions, offering a wide range of investment products and specialized services while overseeing advisor recommendations within an approved platform menu.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes positions at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities. He is also a co-founder and wealth advisor at Symphony Wealth Group, an insurance-related 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, managing approximately $13.45 billion in client assets. The firm offers access to a wide range of investment products and platforms, delivering services through advisor-managed accounts, third-party manager platforms, and specialized offerings such as annuity subaccount and 529 plan services.

Earline Chapa is a financial advisor at Waterloo Capital with 16 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Waterloo Capital Management, formerly Virtus Private Wealth Management, since 2004. Waterloo Capital is a multi-advisor SEC-registered firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, emphasizing long-term, strategic buy-and-hold portfolios with periodic rebalancing.

Randy Flowers is a CFA® charterholder and Series 63 licensee with five years of experience in the financial services industry. He is currently affiliated with Waterloo Capital and Intelligent Wealth Solutions, serving as a portfolio manager since 2022. His prior experience includes roles at Pacific Investment Management Company LLC, Aspiriant LLC, Goodwater Wealth Management, Horizon Bank, and Southwestern University. Waterloo Capital is a multi-advisor, SEC-registered firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized portfolios built on fundamental analysis and typically follows a long-term, strategic buy-and-hold approach with periodic rebalancing.

Owen Reynolds is a financial advisor at Aspiriant, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. His career includes various roles at Aspiriant since 2019, as well as prior work in education and consulting. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside comprehensive wealth planning and family office services. The firm’s investment approach combines asset allocation with diverse implementation options and includes unique offerings such as affiliated mutual funds and expanded family office capabilities.

Worth Trainor is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Kestra Advisory and Kestra Investment Services, LLC. Trainor is also a managing director at Riverside PWS, where he provides wealth management services. Kestra Private Wealth Services operates as a multi-team firm serving individuals and institutional clients through a network of independent advisors. The firm manages approximately $13.45 billion in client assets, offering access to a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Robert Russell Jr. is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Russell Jr. is also licensed in life and health insurance. Waterloo Capital is an SEC-registered, multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning, emphasizing long-term strategic investments with ongoing monitoring and client reviews.

Robert Schilly is an investment advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Madison Avenue Securities, AE Wealth Management LLC, Kalos Capital, and National Planning Corporation. He serves as a board member of The John & Ellen Moriarty Foundation, a charitable family foundation. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation process informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.