Adam Jolliff

Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

Gulseren Mutlu is a financial advisor at Monies Wealth LLC in Austin, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Monies Wealth, she held roles at Calton & Associates, Forefront Insurance Partners, and Park Avenue Securities. Outside of her advisory work, she serves as a board member of the Travis County Appraisal Review Board and provides forensic economics consulting and tax valuation analysis. Monies Wealth LLC is an independent registered investment adviser that offers personalized investment management and comprehensive financial planning to individuals, families, and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to build customized investment plans and also offers commissionable insurance products.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Lewis Weil is a financial advisor at Lewis Weil Co. with 10 years of industry experience. He holds a Series 65 designation and previously worked at Money Positive, LLC for nine years. Outside of finance, he operated Lewis Weil Aquarium Maintenance and was involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary asset management to individual and family households, focusing on passive, asset-class-based portfolios primarily composed of index mutual funds and ETFs. The firm offers ESG/SRI investment options and manages modest asset balances across a broad client base without imposing minimum account sizes.

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses. He has over a decade of experience in the investment industry, including 11 years at Clearbridge Investments prior to founding Semper Sursum. Semper Sursum Investments LLC provides discretionary investment management primarily through separately managed accounts, employing a fundamental, bottom-up investment process with an emphasis on multi-year horizons and scenario analysis. The firm’s strategies are global and may include a wide range of instruments such as equities, fixed income, derivatives, and specialized exposures like Bitcoin ETFs and distressed securities.

James McGrath is a CFP® professional with 21 years of industry experience, operating through Financial Strategies, Inc. in Dripping Springs, TX. He has been associated with Financial Strategies, Inc. and Financial Management Group, Inc. since 1984. In addition to advisory services, he provides tax planning and preparation at the same location as his advisory business. Financial Strategies, Inc. serves individuals, trusts, estates, charities, retirement plans, and businesses, managing approximately $19.4 million in client assets. The firm employs a Core+Satellite investment approach combining passive core holdings with selected active managers and individual securities, and offers financial planning alongside investment management.