Eric Barden is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Barden Capital Management, Inc. since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to customize investment strategies across equity, fixed-income, and ETF models.

Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.

Heather Dean is a financial advisor at Custos Family Office LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Kestra Investment Services, LLC, Sii Investments, and Griffin Financial Group. Custos Family Office manages approximately $346.6 million for individuals, high-net-worth clients, charitable organizations, foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and oversight of third-party money managers, with an investment approach focused on risk management and balance across clients’ entire balance sheets.

Jack Boyd is a financial advisor at Boyd Financial Strategies, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at TJX Companies and Boyd Marine Service. Outside of his advisory role, he is involved in insurance sales and service, assisting clients with fixed rate annuity products. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts, typically with assets ranging from $500,000 to $20 million. The firm provides comprehensive financial planning and investment management using a risk-conscious, top-down approach that integrates fundamental, technical, and charting analysis.

David Bull is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Oakwell Private Wealth Management and multiple affiliated Ark firms. Outside of advising, he owns and operates Ark Insurance Group, an insurance agency, and Ark Family Office, LLC, a family office consulting business. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans, providing discretionary portfolio management supported by customized Investment Policy Statements and financial planning. The firm employs a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, using pre-approved model portfolios implemented on a discretionary basis and offers an online Ark Academy program to guide clients into firm-managed portfolios.

Richard Kranz is a CFP® with 12 years of industry experience and has been with Portfolio Management, LLC since 1992. He is based in Austin, TX, and holds a Series 63 license. Portfolio Management, LLC offers discretionary investment management to individuals, trusts, retirement plans, and institutions, providing customized and model portfolio solutions. The firm manages approximately $151.9 million across about 111 client relationships, emphasizing a long-term, asset-allocation approach with diversified portfolios and fundamental analysis.

Scott Brischke is a CFP® with 27 years of experience in the financial services industry. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of his advisory role, he serves as CFO of Roof Joker, a residential roofing business in Leander, Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wrap asset management, financial planning, and related consulting services. The firm uses proprietary asset-allocation models and a wrap fee program to manage approximately $409 million in assets for about 667 clients.

Jennifer Glacken is a financial advisor at Financial Celebrations Advisory with a Series 66 designation and one year of industry experience. Her background includes roles at LPL Financial and the City of Fairfield, as well as operating Jennifer's Cleaning Services for five years prior to entering the financial industry. Financial Celebrations Advisory provides asset management and investment consulting services to individuals, trusts, pension plans, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage portfolios emphasizing ETFs and mutual funds, with ongoing monitoring and rebalancing.

Kirsten Tollefson is the principal advisor at Tollefson and Company Investment Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led her firm since 2010. Tollefson and Company provides portfolio management and investment advisory services primarily to high-net-worth individuals, corporations, trusts, and retirement plans, focusing on a relatively small and concentrated client base. The firm emphasizes formal research, internal supervision, and compliance in its advisory approach.

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Integrated Wealth Strategies since 2013. The firm provides holistic financial planning and discretionary investment management to high-net-worth individuals, families, trusts, pension and profit-sharing plans, and business clients. Integrated Wealth Strategies implements portfolio management guided by modern portfolio theory and incorporates fundamental, technical, and cyclical analysis, while also recommending third-party money managers.

Kwabena Andoh Baidoo is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hightower Advisors, Durbin Bennett Private Wealth Management, The Vanguard Group, and Yelp, Inc. Baidoo’s background includes a diverse range of roles spanning finance and technology sectors. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis to manage concentrated portfolios and sponsors special purpose pooled vehicles and private funds integrated into client advisory strategies.

Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis within a defined investment universe and offers additional services such as business financial modeling and educational seminars.

Adam Hull is a financial advisor at Brookline Wealth, LLC in Austin, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Redbud Advisors, AdvicePeriod, RPG Family Wealth Advisory, and Ram Financial Group. Brookline Wealth provides wealth advisory oversight and discretionary portfolio management for high-net-worth individuals, families, and business entities, offering integrated planning services such as accounting oversight, trust advisory, estate and wealth transfer planning, philanthropy, and concentrated-wealth strategies. The firm emphasizes tailored family governance and operates with a fixed advisory fee model.

Chalu Harden is a financial advisor at 57 West Capital Advisors, Inc. with three years of industry experience. They hold a Series 63 designation and have been with 57 West Capital Advisors since 2021. Outside of advising, Harden owns Harden House & Harden House Consulting, a hospitality business operating short-term rentals, and is involved as a real estate broker with Love My City LLC. 57 West Capital Advisors specializes in discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold strategy using a proprietary selection process and offers services to non-U.S. clients through an offshore affiliate.

David Haselwood is a financial advisor at Fort Point Capital Partners LLC in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JFL Capital Management, Trilogy, Inc., and Lyon Street Capital. Outside of finance, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, tax-aware strategies, and active use of derivatives, while sponsoring and managing private fund vehicles for its clients.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

David Martinez is a CFP® with 32 years of industry experience, currently serving at ENZI Wealth in Austin, TX. Before joining ENZI Wealth, he spent 16 years at Ameriprise Financial Services, Inc. He is also the managing partner of ENZI Tax, LLC, a tax preparation and accounting business. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage portfolios and extends services to held-away assets using a third-party platform.

Milad Taghehchian is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX since 2004. Outside of his advisory role, he is the owner of Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, as well as pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and offers flexible engagement models including subscription advisory services and wealth-planning options.

Terry McDaniel is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company since 1985. The firm provides discretionary investment management of stock and bond portfolios for individuals, retirement accounts, trusts, estates, and charitable organizations. Terry McDaniel & Company serves clients through a team of seven advisors, managing approximately $1.78 billion in assets with a focus on bottom-up fundamental research and individualized portfolio structuring based on income, assets, insurance, tax, and family considerations.

Luis Giraldo is a financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 57 West Capital, he worked at Treis Investments Inc. and spent 18 years at Intelligraphics Inc. He serves as president of Treis Investments Inc. and Innovated Freezing Systems S.A.S., a company in Guayaquil, Ecuador. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, emphasizing long-term, buy-and-hold strategies with concentrated positions and a proprietary selection process. The firm also supports non-U.S. clients through an offshore affiliate and discloses predecessor and performance results in client materials.