Brandi Wilburn

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Conner Young is a financial advisor at Baskets Capital LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Tollefson & Company, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of advisory work, he contributes part-time as a research associate evaluating nonprofit organizations and business contact information for software and data firms. Baskets Capital LLC provides customized portfolio management and investment advice to individuals, trusts, pension plans, and business entities, managing approximately $9.45 million across 51 client relationships. The firm uses a combination of fundamental and technical analysis, employing a range of investment strategies including ETFs, mutual funds, equities, bonds, margin trading, and option strategies, with all accounts managed on a discretionary basis.

Thomas Anzivino is a financial advisor at Longitude Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Absolute Financial Planning and Ameriprise Financial Services, among others. Longitude Financial Planning serves individuals, including high-net-worth clients, as well as small businesses and corporations, providing investment management, financial planning, educational seminars, and bookkeeping services on a fee-only basis. The firm uses asset allocation and Modern Portfolio Theory principles with a blend of passive and active investment vehicles and offers socially conscious portfolio options and management of held-away accounts through third-party tools.

Joseph Reinke is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has served as the principal of Fitbux RIA LLC since 2017 and is also the Chief Executive Officer of Fitbux, Inc., a financial technology company he has led since 2015. Fitbux RIA LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and partners with a third-party digital advisory platform for custody and execution, while offering personalized planning services addressing areas such as student loans and cash flow. A notable aspect of the firm is its affiliation with Fitbux, Inc., which develops proprietary financial and student loan planning technology.

Juhee Patel is a financial advisor with Edward Jones in Bee Cave, TX, holding Series 65 and Series 66 designations and with three years of industry experience. Prior to joining Edward Jones in 2023, Patel worked at Laxmi Financial Services, CHARLES SCHWAB, and has owned an outsourcing consulting business, Sahaj Consulting Group, LLC, since 2020. The firm serves more than four million individual and institutional clients with a full range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Christopher Miller is a financial advisor at EliteGate Wealth, LLC with 22 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 18 years and Valic Financial Advisors for two years. Outside of his advisory role, Miller is involved in corporate business consulting through his ownership of CJM Ashton, LLC, and he is a minority owner in a local automotive business. EliteGate Wealth, LLC is a registered investment adviser serving individuals and high-net-worth clients. The firm employs a portfolio construction approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with an emphasis on fundamental and cyclical analysis and long-term orientation.