Amy Calistri is a financial advisor at Black Barn Financial, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Black Barn Financial since 2016. Outside of her advisory role, she writes news articles about sports and the sports betting industry for NS Sports Media. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations through a five-advisor team managing approximately $164.6 million. The firm provides discretionary asset management alongside financial planning and consulting, utilizing both fundamental and technical analysis and incorporating client ESG preferences when desired.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Stephanie Morgan is a financial advisor at Harrell Investment Partners, LLC in Austin, TX. She holds a Series 65 designation and has three years of industry experience. Prior to joining Harrell Investment Partners in 2023, she worked at Petros PACE Finance and GoMedigap and was employed at the University of Texas at Austin. Harrell Investment Partners is an SEC-registered advisory firm managing approximately $662 million for individual investors, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement rollover guidance, using a four-step client process and a fiduciary approach.

Courtney Bechtol is a financial advisor at Oxbow Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Oxbow Advisors since 2011. Outside of her advisory role, she serves as treasurer for Foster Angels of South Texas, a nonprofit focused on improving the lives of children in foster care. Oxbow Advisors provides discretionary portfolio management, financial planning, corporate retirement consulting, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm’s investment process incorporates fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, liquidity, and tax considerations.

Christopher Happ is a financial advisor with Capital Creek Partners in Austin, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at One Day Capital. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management, family-office services, and access to both public and private investments. The firm uses a due diligence-driven, holistic investment approach that incorporates third-party managers, pooled vehicles, and negotiated private-market opportunities.

Cesar Adame is a Series 65 licensed financial advisor with two years of industry experience. He is currently with VCI Wealth Management LLC and previously worked at FEFA Asset Management LLC. Prior to his financial services career, he operated a kitchen and bath remodeling business for 14 years. Additionally, Adame is an insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs, and offers estate-planning assistance through third-party providers.

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.

Levi Brown is a financial advisor at Valtrion Capital Management, LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Real Talk Capital, LLC and various Surevest entities from 2019 to 2023. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs a range of asset allocation strategies and manages all client assets on a discretionary basis, tailoring allocations to risk tolerance and time horizons.

Daniel Davila III is a financial advisor at Austin Wealth Management, LLC with 34 years of industry experience. He holds the PFS™ designation and Series 63 license. His career includes roles at Austin Wealth Management, Purshe Kaplan Sterling Investments, and DK Partners, PC. Outside of his advisory work, he is involved in pharmaceutical sales and roofing and construction businesses in a secretary/treasurer capacity. Austin Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, and small business plan sponsors by providing financial planning and investment management. The firm employs a systematic, research-informed approach to constructing diversified portfolios and also accepts ERISA fiduciary roles for employer plans.

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.

John Resurreccion is a CFP® with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. His prior roles include positions at Dimensional Fund Advisors, LPL Financial, and Index Fund Advisors, Inc. He is based in Austin, TX. Parkwoods Wealth Partners works with individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, delivering investment management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Bianca Aryal is a CFP® with five years of industry experience, currently serving at Maslow Wealth Advisors in Austin, TX. Her prior work includes roles at Charles Schwab and Garbo A Salon and Spa. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process with a core and satellite approach, emphasizing tax-aware strategies and manages portfolios that include both public and private assets.

Dustin Kim is a CFP® with 12 years of industry experience, currently serving at Falcon Wealth Planning, LLC. His prior experience includes roles at Austin Asset and Ernst & Young/Tapfin. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with more than $5 million under management. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing accounts on a discretionary basis with regular portfolio reviews.

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.

Alexandra Bequette is a CFP® professional with eight years of experience in financial advising, currently with Austin Asset since 2018. She previously worked at Triad Financial Advisors and spent five years at the University of Missouri. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation through a CFP-led Investment Policy Committee that integrates planning with portfolio construction.

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.

Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with two years of industry experience. She has worked at Alpha Capital Management since 2023 following a decade as a student. Alpha Capital Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a quantitative, optimization-based investment process focused on downside protection and offers portfolios that may include small- and mid-cap equities and various fixed-income instruments.

John Toungate is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Austin Wealth Management, LLC since 2019 and previously was affiliated with UBS Financial Services and Triad Advisors LLC. Austin Wealth Management, LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed investment approach and serves both retail clients and institutional accounts, including ERISA fiduciary roles and sub-advisory services.

Ryan Leggett is a financial advisor at Oxbow Advisors, LLC in Austin, TX, with nine years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Oxbow Advisors provides discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm employs an investment process focused on undervalued equities and asset allocation, utilizing various strategies and trading tools on a discretionary basis.

Juan Garces is a financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 2002. He holds a Series 63 designation and acts as president and controlling shareholder of 57 West Capital Holdings, Inc., where he oversees business activities, asset allocation, and strategy. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients. The firm emphasizes long-term equity ownership using a proprietary selection and valuation process and maintains an international orientation with offshore affiliates and a notable non-U.S. client presence.