Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Ankerstar Wealth since 2024. In addition to his advisory role, he has been employed by Round Rock ISD since 2014. Ankerstar Wealth serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and participant account management for defined-contribution plans. The firm employs a range of investment strategies, including derivatives and borrowing within separately managed accounts, and manages approximately $146 million in assets across 309 client relationships.

Jordan Scott is a CFP® professional with seven years of industry experience. He is currently with Centennial Advisors, LLC, a team-based firm in Austin, TX, and has prior experience with Fidelity Investments and Fidelity Brokerage Services LLC. Before entering the financial industry, he worked in various roles including positions at the University of Utah, Overstock.com, and Brio Energy SLC. Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, tailoring each client’s portfolio based on a documented Investment Policy Statement.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Laura Stitt is a CFP® professional with four years of experience in financial advising. She has worked at Austin Asset since 2021 and previously spent four years at SGH Management Company, LLC. Austin Asset is a team-based firm that provides discretionary wealth management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm uses an asset-allocation framework focused on diversification and institutional share-class mutual funds, supported by a ten-member Investment Policy Committee of CFP® practitioners.

John Jones is a CFP® with 13 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he owns Yakin Strategies, LLC, a consulting firm focused on business and RIA operational services, and Boaz Holdings United, LLC, an investment holding company. Precision Wealth Strategies, LLC provides comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” strategy to align asset allocation with clients’ cash-flow needs and risk tolerance, offering a range of plan-level consulting and fiduciary services.

Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm emphasizes an academically grounded investment approach focused on diversification, risk management, and cost-effective returns, managing portfolios on a discretionary basis with a broad mix of investment instruments tailored to client objectives.

Brian Noonan is a financial advisor with Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Meridian in 2019. He serves as a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, where he provides advisory feedback on fund-level decisions without compensation. Meridian Wealth Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, utilizing fundamental analysis, modern portfolio theory, and risk management, with a range of investment instruments and notable use of derivatives and account-level borrowing in separately managed accounts.

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019. Prior to that, he was self-employed for 15 years and worked at Hester Capital Management, L.L.C. for four years. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial consulting. Its investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, with portfolio management tailored to each client’s financial situation and goals.

John Oreilly Jr. is a financial advisor at Signal Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Signal Securities since 2008. Outside of his advisory role, he serves as president of FIT FINANCIAL, a financial planning business. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients’ financial data, time horizon, and risk tolerance.

Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Prior to joining the firm, Verrico spent three years at the University of Texas. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary and non-discretionary account management, utilizing a range of investment strategies including derivatives and margin trading, and serves approximately 309 client relationships with $146 million in regulatory assets under management.

Henry Lande is a CFP® professional with five years of industry experience, currently serving at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. He is also involved with an affiliated insurance and tax services firm that provides insurance product solutions to clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting primarily to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers while providing tailored asset allocation and investment strategies supported by regular account reviews.

William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.

Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.

Raymond Bergman is a financial advisor at Alpha Capital Management in Austin, TX, with 19 years of industry experience. He has been with Alpha Capital Management since 2009, working as part of a six-advisor team. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets and employs a quantitative investment approach focused on downside protection and disciplined asset allocation.

Brian Yacktman is a financial advisor with YCG, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Yacktman Capital Group, LLC since 2007. YCG, LLC provides discretionary portfolio management to individual and institutional clients, including separately managed accounts and an open-end mutual fund. The firm employs a bottom-up, concentrated equity strategy focused on businesses with enduring pricing power and long-term compounding potential, utilizing proprietary fundamental research.

Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.

John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.

Adrian Burczewski is a CFP® professional with four years of industry experience, currently serving at Alpha Capital Management in Austin, TX. He has been with the firm since 2015. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets across about 427 client relationships and employs a six-advisor team. Their investment process integrates quantitative methods and optimization models, emphasizing downside protection and disciplined asset allocation.