HUB Investment Partners, LLC

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 Series 65 credentialed financial advisor at HUB Investment Partners, LLC with six years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked for Mraz Amerine & Associates Inc. from 2019 to 2024 and held positions at Balboa Capital and two universities. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative analysis to guide investment decisions.

Andrew Dalka is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Wealth Enhancement Group, and Ameritas Life Insurance Corp. Additionally, he is involved as an agent with Compass Risk Management and Patriot Growth Insurance Services. HUB Investment Partners serves a diverse range of institutional and individual clients, providing portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive strategies across various investment vehicles and utilizes both quantitative and qualitative manager screening.

Timothy Hummel is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at HUB Investment Partners, LLC since 2024 and previously spent 10 years at Millennium Advisory Services, Inc. He is based in Austin, TX. HUB Investment Partners serves a diverse client base, including institutional investors, corporate and municipal retirement plans, foundations, trusts, and high-net-worth individuals. The firm employs a mix of active and passive investment strategies across various asset types and offers specialized services for banking and thrift clients, including fixed-income management and asset/liability analysis.

Macy Hauptmann is a CFP® with seven years of industry experience and is currently an advisor at HUB Investment Partners, LLC. Her prior roles include positions at Kestra Advisory Services, HUB International, and TCG Advisory Services. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, financial planning, and specialized services for banking and municipal clients. The firm employs a mix of active and passive investment strategies across various asset types and incorporates quantitative and qualitative manager screening in its process.

Jeffrey Dye is a CFP® professional with 20 years of industry experience, currently affiliated with HUB Investment Partners, LLC. His career includes roles at Global Retirement Partners, LPL Financial LLC, Commonwealth Financial Network, and Legacy Planning Partners. HUB Investment Partners serves a diverse client base, including institutional and individual clients, offering a range of portfolio management and retirement planning services. The firm employs a combination of active and passive investment strategies across various asset types and provides specialized services for banking and municipal clients.

Josef Ghaussy is a CFP® with eight years of industry experience, currently serving as an investment advisor at HUB Investment Partners, LLC. He has held roles at multiple firms including HUB Investment Advisors, Inc., SilverStone Asset Management Inc., and M Holdings Securities, Inc. Outside of his advisory work, he participates as an interest group leader with the Omaha Venture Group, assisting in nonprofit organization selection for potential funding. HUB Investment Partners serves a diverse client base including institutional investors, municipalities, foundations, and high-net-worth individuals. The firm employs both active and passive investment strategies across a range of securities and offers specialized services for banking and thrift clients, combining quantitative and qualitative approaches with routine portfolio reviews.

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® with nine years of experience in financial advising. He is currently with HUB Investment Partners, LLC, where he has worked since 2023. Prior to joining HUB, he held positions at TD Ameritrade, AXA Advisors, Strategic Advisors, and Fidelity Investments. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and integrates quantitative and qualitative manager screening in its decision-making processes.

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 financial advisor at HUB Investment Partners, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Charles Schwab and Weaver and Tidwell, L.L.P., where she was affiliated with Weaver Capital Advisors and Sowell Management. She is also a licensed insurance producer with authorization to sell life, accident, health, and HMO policies. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs both active and passive investment strategies informed by quantitative and qualitative analysis and maintains affiliations that provide a range of pension and institutional consulting solutions.

Molly Coyle is a financial advisor at HUB Investment Partners, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at Morgan Stanley and Morgan Stanley Private Bank, and has experience with the Republican National Committee’s Committee on Arrangements. HUB Investment Partners serves a diverse client base including institutional investors, corporate retirement plans, foundations, and individual clients. The firm employs a combination of active and passive investment strategies and offers a range of portfolio management and advisory services tailored to both institutional and retail clients.

Edward Ware is a CFP® and holds a Series 65 designation with seven years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and previously worked at Millennium Advisory Services, Inc. Ware also has experience outside of finance, including a role at Boonsboro Country Club and time at Virginia Tech. HUB Investment Partners serves a diverse range of institutional and individual clients, offering a combination of active and passive investment strategies along with specialized services for banking and municipal clients. The firm provides portfolio management, retirement and financial planning, and manages accounts through platforms like HUB Advisor Connect and FinPath.

Grant Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at HUB Investment Partners, LLC. He has previously worked at Millennium Advisory Services, Inc. and has been involved in lacrosse officiating associations since 2015. HUB Investment Partners serves a diverse client base including institutional investors, public entities, and individual clients. The firm employs a blend of active and passive investment strategies across various asset types, offering portfolio management, retirement planning, and specialized advisory services for banks and municipalities.

Janine Moore is an advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has previously worked with LPL Financial and Peak Financial Group, among others, and currently serves as Senior Vice President and Retirement Practice Leader at HUB International. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering a range of portfolio management and advisory services. The firm combines active and passive investment strategies with a focus on municipal, banking, and institutional clients, and maintains affiliations with related entities for specialized consulting and financial coaching.