Adam Straznicky

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.

Michael Hosford is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation before joining LPL Financial in 2021. Outside of his advisory role, he owns Lone Ranger Leasing, Inc., a company that leases equipment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA-affiliated entities. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cailin Mc Elrath is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2014, previously working at Stitch Fix for one year. Outside of her advisory role, Mc Elrath operates two clothing and textile businesses focusing on vintage and women's apparel, and maintains a personal blog covering fashion, lifestyle, mental health, addiction recovery, motherhood, and social justice topics. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services, offering a combination of non-discretionary and discretionary investment options supported by strategic asset allocation and alternative investment due diligence.