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.

David Pizzi is a financial advisor at Elitegate Wealth, LLC in Pflugerville, TX. He holds the Series 65 designation and has experience at firms including First Republic Bank and APS Payroll, as well as entrepreneurial roles with Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth, LLC serves high-net-worth clients and accredited investors, providing discretionary investment management, model-portfolio implementation, and comprehensive financial planning. The firm emphasizes long-term investment strategies using low-cost mutual funds, ETFs, individual securities, and alternative investments, while also facilitating private equity opportunities through an affiliated entity.

Hasan Iqbal is a CFA® charterholder and an advisor at Elitegate Wealth, LLC with one year of industry experience. Prior to joining Elitegate Wealth, he worked for 15 years at MCB Bank Limited. He is also a substitute teacher with Pflugerville Independent School District. Elitegate Wealth is a registered investment adviser that provides discretionary investment management, wealth management, and financial planning primarily to individual and high-net-worth clients. The firm emphasizes model portfolios, Independent Managers, and alternative investments, using low-cost mutual funds and ETFs alongside fundamental and cyclical analysis.

Lei Duan is a CFP® and Series 65-registered advisor with Open Door Investment Advisors, Inc. He has worked in the financial services industry since 2019, including roles at KPMG and Maxwell Locke & Ritter, LLP, where he has also provided occasional consulting as a financial due diligence manager. Duan is based in Pflugerville, TX. Open Door Investment Advisors provides discretionary investment management and fee-only financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, long-term buy-and-hold investment strategy focused on well-known U.S. companies, combining fundamental research with technical analysis and tailoring allocations to clients’ specific needs.

Henry Golightly is a financial advisor at Douglas Capital Advisors with a Series 65 designation and one year of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, KBR, and McConnell & Jones. Golightly is also the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO services, and accounting. Douglas Capital Advisors offers non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a tax-aware, evidence-based approach focusing on low-fee investments and proactive asset location, with additional services including educational seminars and business valuation.

Howard Douglas III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Douglas Capital Advisors since 2021. His prior experience includes roles at Mass Mutual Investors Services, Morgan Stanley, Guardian Life Insurance, and Waddell & Reed. Outside of advising, he operates Naturally Boundless, a retail business focused on health, beauty, and wellness products. Douglas Capital Advisors provides non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, and charitable organizations. The firm employs an evidence-based, tax-aware approach emphasizing low-fee, tax-advantaged investments and offers educational seminars, business valuation, and customized planning services.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Barbara Derusha is a financial advisor at WESTPARK WEALTH Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including IMS Securities, Inc. and Pension Planners of Central Texas. She is a partner at Compass Retirement Planning, a business offering securities and products through Calton & Associates, Inc. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Geryl Winterowd is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2016. In addition to his advisory role, Winterowd serves as IT Director at Maxim Integrated Productions, a technology company based in Austin, Texas. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches across diverse portfolios and strategies.

John Winterowd is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds a Series 65 credential and has held roles at Premier Medicare Solutions, Inc., Portfolio Medics, FMT Solutions, Alternative Design MLCDS, 3 MENTORS, and Guardian Financial Wealth Management. Outside of advisory work, he serves as an instructor for FMT Solutions and is the president of Premier Medicare Solutions, overseeing Medicare insurance sales. Additionally, he is involved in financial education as the chapter president of SOFA Austin, providing workshops in the community. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches and offering diverse portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Michael Harvey is a financial advisor with Strategic Financial Concepts, LLC in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with firms including Allianz Global Investors and LPL Financial. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2013. Mouton is also president and CEO of Mouton Wealth Management, where he manages client assets. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm focuses on diversified asset-class exposure using mutual funds, ETFs, and other securities, while offering discretionary and non-discretionary management, financial planning, and third-party asset manager recommendations.

Bradley Mayer is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Kingswood Capital Partners, Benchmark Investments, and Mayer Financial Services Group. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with financial and institutional consulting services.

Andrew Hollister is a financial advisor at Yale Capital Corp. with 17 years of industry experience. He holds a Series 65 designation and has been with Yale Capital since 2007. Outside of his advisory role, he is a managing member of several residential real estate and vehicle ownership businesses in Texas. Yale Capital Corp. provides investment management and financial planning services primarily to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm emphasizes tax-efficient, dividend-bearing portfolios and manages roughly $4.04 billion across 112 household accounts.