Julie Simineo

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.

Wyatt Guggisberg is a CFP® professional with 11 years of experience in financial advising. He is the principal of Gratus Wealth Strategies LLC in Austin, Texas, and has previously worked at firms including Merrill Lynch, State Street Advisors, and LPL Financial. Outside of his advisory role, he manages WGMS Investments, LLC, which holds private equity interests. Gratus Wealth Strategies LLC provides wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach, using a mix of passive and active strategies across various asset classes, and may include alternative investments such as private equity.

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.

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.

Taylor Finch is a CFA® charterholder and the principal of Finch Capital Management LLC in Austin, TX, with four years of industry experience. He previously worked at Century Management for nine years and currently serves as a consultant and adjunct lecturer, educating students on large-cap investments. Finch Capital Management LLC is an independent SEC-registered adviser managing approximately $58.6 million in discretionary assets for individuals, high-net-worth clients, and other advisers. The firm employs both fundamental and technical analysis with a long-term investment approach and provides tailored portfolio management and regular client reporting.