Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.

Jeffrey Kikel is the principal of Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to founding Freedom Day Wealth Management in 2022, he worked at BKA Wealth Consulting, Inc. and American United Life, among other firms. Outside of his advisory work, he owns several businesses including a coworking facility, a renewable energy company selling solar systems, and a media and marketing consulting firm. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm employs a long-term investment strategy tailored to each client's financial situation and risk tolerance, and offers retirement-plan consulting with fiduciary roles for plan sponsors.

Manuel Ramirez Jr. is a financial advisor with Versai Wealth Management LLC in Cedar Park, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to founding Versai Wealth Management in 2018, he worked at B.B. Graham & Co. and Per Stirling Capital Management, LLC. He is also an independent licensed insurance agent. Versai Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a variety of analytical approaches and offers discretionary account management that can include the use of derivatives and options strategies tailored to client goals and risk tolerance.

Richard Brady is a Series 65 licensed financial advisor with six years of industry experience. He is currently affiliated with Helios Financial Services, LLC, where he serves as the sole advisor. His prior roles include positions at Foundations Investment Advisors, Vital Retirement, Portside Wealth Group, Townsquare Capital, and Insurance Network, Inc. Outside of advisory work, Brady also operates as a licensed insurance agent. Helios Financial Services, LLC is an independent registered investment adviser that offers asset management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s approach integrates technical charting, fundamental analysis, and modern portfolio theory to manage portfolios with both discretionary and non-discretionary strategies tailored to client objectives.

Richard Betts is a financial advisor at Barton Creek Advisors, LLC in Round Rock, TX, with 21 years of industry experience. He holds a Series 63 designation and has been with Barton Creek Advisors since 2004. Outside of his advisory role, he is the founding principal of R. Mark Betts Financial, where he provides education and foundational insurance products, including life insurance and fixed annuities. Barton Creek Advisors offers investment advisory and financial planning services to individuals, trusts, and estates, focusing on customized portfolio construction and financial plans. The firm assists clients with investment policy statements and asset allocation, often referring clients to third-party money managers whose selection and supervision it oversees.

Sanjeev Subnani is a financial advisor with Subnani Investment Research, LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Oneamerica Securities and Sagepoint Financial, Inc., as well as work in carpentry. Subnani serves as the sole advisor at his independent firm based in Leander, TX. Subnani Investment Research, LLC offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis with strategies like core-and-satellite, value, and contrarian investing, and provides pension consulting and educational workshops as part of its client services.

Arif Ali is a financial advisor with AA Wealth Strategies LLC in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He has worked at several firms including Brookstone Capital Management and Global Financial Private Capital. In addition to his advisory role, he owns AA CPA Tax Strategies LLC, a tax planning and business advisory firm. AA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses quantitative analysis to develop customized asset allocations and employs a range of investment products and strategies, including higher-risk trading techniques, with ongoing portfolio monitoring and client risk assessment.

Edmund Crawford is the principal advisor at Crawford Advisory Group, LLC in Austin, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. Outside of his advisory role, he owns Lil' Love Apparel, LLC, a non-investment business. Crawford Advisory Group provides comprehensive financial planning and discretionary investment advisory services to individuals, small businesses, corporations, estates, and trusts. The firm combines strategic and tactical asset allocation, using both fundamental and technical analyses, and manages accounts on a discretionary basis with regular reviews and rebalancing.

Douglas Kirkpatrick is the sole advisor at Alphaglider LLC, an independent registered investment adviser based in Georgetown, TX. He holds the CFA® designation and has 13 years of industry experience, including prior institutional equity roles before founding Alphaglider in 2012. Alphaglider LLC serves individuals, families, trusts, and retirement plan sponsors, managing approximately $48 million across about 30 clients. The firm offers discretionary and non-discretionary portfolio management, fiduciary consulting, and 3(38) investment-manager services, with a focus on diversified, risk-managed, tax-aware strategies that rely heavily on exchange-traded funds and are delivered primarily through its website and mobile applications.

Jacques Corre is a financial advisor at Quasar with a Series 65 credential and one year of industry experience. His prior work includes roles at Orbiss Inc., Naolys SARL, International Management Solutions Inc./Exelmans, and Orcom SA. Quasar provides advisory services to individuals and high-net-worth clients through customized wealth management, family CFO services, financial planning consulting, estate and tax planning, and educational seminars. The firm uses a combination of Modern Portfolio Theory with fundamental, cyclical, and charting analysis and supervises unaffiliated sub-advisers to manage client portfolios.

Stephen Homer is a financial advisor at Inked Investments in Round Rock, TX, with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Edward Jones. Outside of advising, he coaches multiple sports at Round Rock Christian Academy. Inked Investments provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, and retirement-plan sponsors. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and typically operates with discretionary trading authority for asset allocation and rebalancing.

Thomas Anzivino is a financial advisor at Longitude Financial Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Absolute Financial Planning, among other firms. Anzivino holds an active insurance license but operates as a fee-only advisor and does not sell commissionable insurance products. Longitude Financial Planning serves individuals, high-net-worth clients, and small businesses with investment management, financial planning, educational seminars, and bookkeeping services. The firm uses a combination of passive and active allocation strategies within a wrap-fee program and offers services such as advice on held-away accounts and access to outside professionals.

Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.

I am the CEO and Founder of Momentum Private Wealth Management. Founded in 2019, Momentum Private Wealth is an Austin Texas based, independent fee-only wealth management firm. I have over 20 years experience working in the financial investment and planning industry. I first began my career in finance by joining one of the biggest mutual fund companies in the world in a customer service role, and as they say, it was all downhill from there. I quickly moved into more seasoned roles, and with a location change to the San Francisco Bay Area, I moved into the Private Wealth Management side of the business. It was there I found my true love for helping individuals with their wealth management and financial planning needs. Over the next 10 years I had the opportunity to work for two smaller RIA firms where I eventually decided to start my own firm here in the heart of Austin, Texas. The core focus of Momentum Private Wealth Management is to provide transparent and focused investment and financial planning services to individuals and families who are looking to demystify the world of finance. I graduated from the University of California Santa Cruz in 2004 and I obtained the CERTIFIED FINANCIAL PLANNER™ designation in August of 2011.

Tyson Slesnick is a financial advisor at Unitas Partners LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and has previously worked at Morones Analytics, Charles Schwab, Novus Partners, and Dimensional Fund Advisors. Outside of advisory work, he is involved in tax preparation. Unitas Partners is an independent firm with a sole advisor, focusing on personalized financial services.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

Karen Collins is a CFP® and Series 63 licensed financial advisor with two years at Three-Sixty Wealth Management, LLC and prior experience at Fidelity Investments and the U.S. Treasury Department. She is the managing member of Three-Sixty Wealth Management and serves as a director of two nonprofit foundations focused on animal welfare and scholastic achievement. Three-Sixty Wealth Management is an independent registered investment adviser offering investment management, portfolio design, and financial planning services. The firm serves individuals, trusts, charitable organizations, and corporate entities using a multi-disciplinary investment approach that incorporates quantitative and qualitative analysis, asset allocation, and ongoing portfolio monitoring.

Masroor Adnan is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Financial Aurora, LLC since 2015. He has also been affiliated with IDS Life Insurance Company since 2001. Outside of his advisory work, he owns a small internet media business. Financial Aurora, LLC primarily serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by offering financial planning, investment management, and insurance services. The firm manages approximately $110 million on a discretionary basis, typically using mutual funds and ETFs, and provides ongoing portfolio supervision through a wrap-fee program.

Michael Knipstein is a financial advisor at OnPoint Financial Advice, LLC with one year of industry experience. Prior to entering the financial advisory field, he worked with Williamson County EMS in Texas for nine years. OnPoint Financial Advice, LLC provides comprehensive financial planning and consulting services to individual clients. The firm uses fundamental analysis and modern portfolio theory to develop long-term investment strategies but does not manage client assets, instead offering advice on a project or hourly basis without ongoing account management.

Helping Widowed Women Find Financial Peace _____ My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain… I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies. Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family. Why I Share This With You _____ This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother. It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.