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.

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Terry Roberts is a financial advisor with PCK Investments in Martindale, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at PVK Investments since 2008 and has been associated with The Variable Annuity Marketing Company since 1978. PCK Investments advises individual participants in 403(b) tax-deferred annuity plans at educational institutions and a smaller number of IRA/Roth IRA clients. The firm focuses on portfolio construction, fund selection, and periodic reviews, managing assets on a non-discretionary basis with client approval required for all changes.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

Erik Drewry is a financial advisor at Hackett Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and Lodestar International LLC. Outside of advising, he is involved with Neutron & Carbon Technologies, an R&D technology incubator, and owns 8fold Ventures LLC, a private placements business. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation framework focused on global diversification, low cost, and tax efficiency, managing discretionary portfolios that include ETFs, structured banknotes, and reverse convertibles, alongside separately compensated tax preparation services.

Scott Hackett is a CFP® with 20 years of industry experience. He is the founder of Hackett Financial Group, LLC, where he has worked since 2006 following a brief tenure at Equitable Advisors. Outside of his advisory role, he works as an independent insurance agent. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages discretionary portfolios using a diversified, asset-allocation approach focused on risk tolerance, employing ETFs, structured products, and fundamental, technical, and cyclical analysis.

Billygram Simonet is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal owner of Simonet Financial Group, LLC, where he has worked since 2016. Outside of advising, Simonet also provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm offers portfolio management, comprehensive financial planning, retirement-plan advisory, and bookkeeping services, utilizing fundamental analysis and modern portfolio theory alongside a variety of specialty planning and client service options.

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.

Danial Verhaalen is a financial advisor with Hackett Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Charles Schwab & Co., Inc., and Waddell & Reed. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation approach focused on risk tolerance and capacity, utilizing global diversification, low costs, tax efficiency, and a mix of ETFs, structured products, and fundamental, technical, and cyclical analysis.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

Natalie Picha is a financial advisor at RHP Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. Outside of her advisory role, she is a 60% owner of Darrell Picha Creative, a branding and creative consulting business, and volunteers as a financial education instructor for Women’s Wealth Now. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, and businesses, offering wealth management services with a focus on diversified, tax-aware asset allocation and behavioral considerations.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

Jamie Smith is a financial advisor at First Financial Coaching, Inc. with 13 years of industry experience. He previously worked at Wealth Strategies, Inc. for 15 years and spent one year at Osaic Wealth, Inc. Outside of his advisory role, he is the director of the Lonestar Softball Club, a travel softball organization, and owns a brand and podcast content creation business called Common Cents. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for SouthWest Airlines for 11 years and served in the Hawaii Air National Guard for 10 years. Discipline Wealth Solutions, Inc. provides investment advisory services to individuals, corporations, retirement plans, and other registered advisors. The firm offers tailored portfolios through various strategies, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting.

Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Brandon Barber is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Savvy in 2025, he worked at Proliant and ADP-affiliated firms. Outside of advising, he serves as secretary and board member at Links International and works as a principal sales executive at Paycor Inc., a provider of HR and payroll solutions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.