HUB Investment Partners, LLC

Jackson Fuller is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at HUB International, DuWest Realty, Hudson Construction Group, and Southern Methodist University. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client goals, offering a range of advisory solutions through multiple platforms.

Alexander Garcia is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Stone Asset Management, Inc., Beyond U, Inc., and Wealth Analytics Partners, LLC. He is based in San Diego, CA. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Kalen Darling is a financial advisor at HUB Investment Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Mraz Amerine & Associates Inc. from 2019 to 2024. Outside of finance, he has experience with swim team organizations and university roles. HUB Investment Partners provides investment management and financial planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client goals.

Timothy Hummel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Millennium Advisory Services, Inc. for 10 years before joining HUB Investment Partners, LLC in 2024. He is based in Austin, TX. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm utilizes a combination of internally managed model portfolios and customized strategies, incorporating technical and cyclical analysis to align investments with client goals and risk tolerance.

Macy Hauptmann is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Kestra Advisory Services, HUB International, and TCG Advisory Services. Macy’s background includes a four-year period at the University of Texas at Austin. HUB Investment Partners serves a diverse client base, including individual and high-net-worth investors, corporate and municipal plans, and institutions. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Leon Jiang is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Millennium Advisory Services, Inc., Locus (formerly Virginia Community Capital), and various service roles in the food and education sectors. HUB Investment Partners provides investment management and financial planning services to individual and high-net-worth investors, corporate and institutional clients, and public entities. The firm combines internally managed model portfolios with customized strategies, utilizing technical and cyclical analysis to align investments with client objectives.

Josef Ghaussy is a CFP® professional with seven years of experience in financial advising, currently serving at HUB Investment Advisors, Inc. He has held roles at various firms including SilverStone Asset Management and Gremler Financial. Outside of his advisory duties, he participates as an interest group leader with the Omaha Venture Group, assisting in selecting nonprofit organizations for potential funding. HUB Investment Advisors, Inc. provides fee-based investment management, financial planning, and retirement plan services to individuals, pension plans, foundations, and nonprofits. The firm’s approach emphasizes fundamental value investing, low turnover, and low-cost implementation across a Conservative-to-Aggressive risk scale, integrating passive and enhanced indexing strategies alongside ETFs, mutual funds, fixed income, and select alternatives.

Robert Vassilev is a financial advisor with HUB Investment Partners, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining HUB Investment Partners in 2022, he worked at Liquid To Lips, MKTG, North Italia, Texas A&M University Corpus Christi at RELLIS, and Westlake High School. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, using technical and cyclical analysis, and offers a range of advisory services including retirement plan consulting and access to third-party asset managers.

Ryan Mayer is a CFP® professional with eight years of industry experience, currently with HUB Investment Partners, LLC. His prior roles include positions at TD Ameritrade, AXA Advisors, Strategic Advisors, and Fidelity Investments. Mayer is based in Santa Fe, NM. 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, utilizing technical and cyclical analysis to align investments with client goals and risk profiles.

Matthew Almquist is a financial advisor at HUB Investment Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at TCG Advisors, SALI Fund Services, Retail Insite, and educational positions at the University of Texas and Santa Fe Christian Schools. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers a range of advisory solutions through both proprietary and third-party platforms.

Jullie Ann Strippoli is a Series 66 licensed advisor with 18 years of industry experience. She is currently with Sowell Management and is also employed by Weaver and Tidwell, L.L.P., working under its affiliate Weaver Capital Advisors. Prior to these roles, she worked at Charles Schwab and Charles Schwab Bank for over 16 years. She holds a Texas insurance license, allowing her to sell life, accident, health, and HMO policies. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services supported by a platform that includes compliance, technology, and back-office resources.

Molly Coyle is a financial advisor at HUB Investment Partners, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Her background also includes roles at Northwestern Mutual and involvement with the Republican National Committee's Committee on Arrangements. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and employs technical and cyclical analysis to align investments with client objectives.

Edward Ware is a CFP® with seven years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC since 2024. He previously worked at Millennium Advisory Services, Inc. for seven years and has experience outside the financial sector working at Boonsboro Country Club and Virginia Tech. 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 investment strategies and utilizes various platforms and third-party managers to meet client objectives.

Grant Russell is a CFP® professional with eight years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. Outside of his advisory roles, he has been involved with lacrosse officiating organizations since 2015. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies, using technical and cyclical analysis to tailor investments to client objectives and risk profiles.

Carrie Yates is a financial advisor at HUB Investment Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade and Fidelity. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers access to various advisory platforms, serving as a fiduciary for retirement and IRA accounts.