Mark Monreal is a CFP® with over 10 years of experience in financial advising and more than four decades of involvement in business and consulting through Mark Monreal & Associates. He is also president and CFO of The Monreal Foundation, a charitable organization focused on health fairs, fundraising, scholarships, and social services. Additionally, Monreal operates in real estate brokerage through Monarch Realty, assisting buyers and sellers on a referral basis. Mark Monreal & Associates offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes asset allocation with diversified global equity and fixed income exposure, using primarily institutional-share mutual funds and ETFs, and also provides advice informed by the principal’s experience in real estate sales and insurance.

Christopher Destefano is a financial advisor with DeStefano Wealth Management in Austin, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Brighton Jones LLC for seven years. DeStefano Wealth Management is an independent advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm applies modern portfolio theory using primarily passive investment vehicles, supplemented by fundamental analysis, and provides ongoing portfolio supervision alongside regular plan updates.

Michael Mullett is a CFP® professional with 40 years of industry experience, currently serving as the sole advisor at Mullett Financial LLC. His prior experience includes more than two decades at Charles Schwab in various advisory roles. He also holds an insurance license, which he uses to assist clients with insurance product identification as part of his financial planning services without earning commissions. Mullett Financial LLC provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a variety of investment strategies, including Modern Portfolio Theory and value investing, and regularly incorporates third-party managers while maintaining advisory oversight.

Charles Barnett is the sole advisor at Barnett Capital Management, LLC in Austin, TX, holding a Series 65 designation with 19 years of industry experience. He has led Barnett Capital Management since 2006. The firm provides investment advice and portfolio management primarily to individuals and families, focusing on asset allocation and index funds while accommodating client preferences for individual securities and holding restrictions. Barnett Capital Management employs a top-down, asset-class diversification approach that incorporates macroeconomic factors and offers both discretionary and non-discretionary arrangements, with most assets managed non-discretionarily to involve clients actively in trading decisions.

Christopher Hannan is a financial advisor with Devil Mountain Investment Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at W.R. Hambrecht + Co., LLC from 2014 to 2017 and has been with Devil Mountain since 2009. Devil Mountain Investment Management serves individual and high-net-worth investors with financial planning and portfolio management, also providing fiduciary investment services to retirement plans and institutional clients. The firm emphasizes a non-discretionary, ETF-first approach with personalized asset allocation and risk management strategies, managing approximately $42.56 million in assets.

Mark Plummer is the sole advisor at APEX Research and Investments, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been affiliated with APEX PARTNERS, LLC since 2002. APEX Research and Investments manages a private investment fund focused on capital appreciation through concentrated core positions in mid-cap companies. The fund uses fundamental and technical analysis, employing strategies such as short selling, options, and margin for hedging and opportunistic purposes, serving accredited investors who meet specified financial thresholds.

Mitchell Strickling is a CFP® and Series 65-registered advisor at Guiding Financial with five years of industry experience. He has worked at Guiding Financial since 2020 and previously was involved with Strickling Ranch Partners, LP. Guiding Financial serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management combined with comprehensive wealth-planning services. The firm employs a long-term, modern portfolio theory-based investment approach and integrates wealth planning with portfolio management to address tax, estate, business, and private-asset considerations.

Kyle Portnoy is a CFP® with seven years of industry experience, currently serving as the sole advisor at Cresvita Capital. His prior roles include six years at Dimensional Fund Advisors and positions with several technology and consulting firms. He is also the founder of Cresvita Coaching LLC, a financial coaching business focused on improving individuals’ financial literacy and habits. Cresvita Capital advises individuals and high-net-worth clients through wealth management, investment management, and financial planning, employing a fee-only model with flexible billing arrangements. The firm’s investment approach is based on Modern Portfolio Theory and passive management, emphasizing diversified asset allocation and long-term portfolio reviews.

Mark Ruzicka is a financial advisor with Righteous Financial, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Centric Advisors, LLC, Majors & Mondragon, LLC, and Modern Woodmen Of America. He is also a licensed insurance agent and offers related products and advice to clients on occasion. Righteous Financial, LLC is a single-advisor registered investment adviser managing approximately $4.54 million for a small client base. The firm provides asset management, financial planning, and retirement plan services to individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners, employing a range of analytical approaches and diverse investment strategies.

Lanzi Butler is a financial advisor with Trane Capital, LLC in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Butler has been with Trane Capital since 2012. Trane Capital LLC provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, corporations, and other entities. The firm uses a fundamental investment approach focused on company financials, management, and industry outlook, and offers performance-based fee arrangements for qualified clients in addition to typical asset-based fees.

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.

Joshua Clifford is a CFP®, CFA®, and Series 63 designated advisor with 13 years of industry experience. He is the principal of Quoinage Capital LLC, an independent firm based in Austin, TX. His prior experience includes roles at Dimensional Fund Advisors, Austin Asset, and several other advisory firms. Clifford also serves as a university instructor. Quoinage Capital LLC provides investment management, financial planning, held-away account monitoring, and adviser consulting for individuals, high-net-worth clients, charitable organizations, corporations, and other advisers. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, combining passive and active strategies with an emphasis on tax efficiency and liquidity.

Amirthraj Ramakrishnan is a financial advisor at Valuetree Financial LLC in Austin, TX, with six years of industry experience. He holds a Series 65 designation and previously worked for seven years at Dell in a senior engineering role before joining Valuetree Financial in 2019. Valuetree Financial LLC is an independent advisory firm specializing in discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with occasional tilts toward small- and value-oriented equity indexes, and provides tailored investment policies and ongoing account supervision.

Discover The Freedom Of Financial Clarity with Orchard Financial Group! At Orchard Financial, we empower you financially in a judgment-free zone, providing practical guidance in a welcoming and inclusive environment. Ideal for individuals and families who appreciate clear, straightforward advice in a relaxed setting where you're safe and valued. Are We the Right Fit for You? We're experts in supporting queer individuals and families with specialized knowledge in LGBTQ+ financial areas such as estate planning, family planning, and gender-affirming care costs. We also serve non-queer families looking for a personalized and non-judgmental approach to financial planning. Facing unique challenges or seeking direct financial guidance? Contact us to see how we can assist you. How Can We Work Together? The Total Package: Designed for those with substantial assets, this service offers thorough financial planning and investment management. Benefit from clear, actionable advice and a dynamic, evolving roadmap. Regular check-ins help us focus on growing your wealth with steadfast support. Makin' Money Moves: Ideal for clients needing a one-time, comprehensive financial plan. We begin with a detailed strategy session and support you in implementing it. Over three months, we'll develop a customized financial strategy with a clear action plan and success roadmap. Project Work: With our tailored project-based services, you can target specific financial goals. Whether you're making a significant purchase or optimizing savings, we provide personal, actionable strategies tailored to meet your needs. Orchard Financial Group is a proud woman-owned, queer-owned, and Certified LGBTBE® business. As a fee-only fiduciary and independent advisor, we commit to unbiased, trustworthy advice without any commission. Together, let's balance your finances with your dreams.

Ujjval Dave is the sole advisor at Ujjval Investments, LLC, an independent firm based in Austin, TX. He holds a Series 65 designation and has 15 years of industry experience. Dave founded Ujjval Investments in 2010 and has managed the firm since its inception. Ujjval Investments serves individual investors, trusts, and business entities, managing approximately $9.4 million with a focus on discretionary portfolio management. The firm employs an active, business-focused investment strategy emphasizing companies with durable competitive advantages and conservative balance sheets, typically maintaining concentrated portfolios with a multi-year holding horizon.

I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for the past 10 years. In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing into their careers and wealth. In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together with our three children, we enjoy walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection. I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009.

Paul Nixon is the sole advisor at Quillpen Advisors, LLC, an independent firm based in Bee Cave, TX. He holds a Series 65 credential and has five years of experience in financial advising. Prior to founding Quillpen Advisors in 2020, Nixon worked at NXP Semiconductors and has operated Nixon Technology Consulting since 2017. Outside of advisory work, he serves on the board of a quantum photonics cybersecurity startup and is involved with a family publishing LLC. Quillpen Advisors serves individual clients, offering portfolio management and financial planning services with a small client roster and approximately $12.8 million in assets under management. The firm emphasizes direct access to its managing member and leverages Nixon’s extensive technology and executive background.

Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He has worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America prior to joining Compendium Wealth Advisors in 2016. Compendium Wealth Advisors is an independent registered investment adviser serving individuals, families, trusts, estates, and business clients. The firm provides comprehensive financial planning, coordination with other professional advisors, and access to third-party investment managers, with a particular focus on retirement income planning, insurance and estate coordination, and business valuation and exit planning for corporate clients.

Ross Patterson founded Simaris Financial in 2019 to help individuals and families discover their true purpose and build lives that are fulfilling, energizing, and meaningful. Ross was a software engineer before discovering the Kinder Institute and making a major shift in his life through the EVOKE process. Through Kinder he realized his passion for combining Life Planning with financial expertise, and Simaris was born. Ross spends his free time with his wife, Kristin, his two adult children, and their dog, Pepper. Ross is an active and passionate believer in serving his community. He served for 5 years as the Pro Bono Director of the Financial Planning Association (Austin Chapter), helping individuals and partnering with community-based organizations to offer planning advice regardless of means. For several years, he has also served as a Volunteer Leadership Team Member at Foundation Communities, providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens. Credentials: RLP® (Registered Life Planner - Kinder Institute), CFP® (Certified Financial Planner®), NAPFA, FPA, and XY Planning Network.

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.