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.

Trevor Sbrocco is a financial advisor at Eltekon Advisors, LLC. with three years of industry experience. He holds a Series 65 designation and has worked at Eltekon Advisors since 2023. Prior to his advisory role, he was involved with Nutrition 512 in 2021 and has been a student since 2008. Eltekon Advisors provides investment advice and planning to individuals, including high-net-worth clients, as well as employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market allocations.

John Resurreccion is a CFP® professional with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. Prior to joining Parkwoods, he spent eight years at Dimensional Fund Advisors. Parkwoods Wealth Partners works with individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations to provide investment management, retirement plan consulting, and financial planning services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

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.

Bianca Aryal is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding the CFP® designation along with Series 65 and Series 63 licenses. She has five years of industry experience, including roles at Durbin Bennett Private Wealth Management (Maslow Wealth), Charles Schwab, and Kms Financial Services Inc. Prior to her financial career, she worked at Garbo A Salon and Spa for four years. 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 centered on documented Investment Policy Statements, combining passive core holdings with active satellite investments, and is notable for its role as a sub-advisor to private and pooled funds.

Ryan Hart is a CFP® with six years of industry experience, currently serving as a financial advisor at Optas, LLC since 2019. Prior to joining Optas, he worked at Wells Fargo Advisors and Kern Segal & Murray. He holds a degree from the University of California Berkeley. Optas, LLC provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs multiple analytical approaches and offers integrated services such as tax preparation and estate planning alongside investment management.

Frederick Glasser Jr. is a financial advisor with Optas, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Optas in 2019. Outside of his advisory work, he is a licensed pilot and manages bill pay operations for several entities unrelated to investment management. Optas, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers a comprehensive service set including tax preparation, estate planning, and specialized investment strategies.

Robert Emrich III is a financial advisor with Castleview Partners, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Castleview Partners since 2017 and previously worked at Manning & Napier Investor Services, Inc. and Acruence Capital, LLC, a firm he founded in 2020. In addition to his advisory role at Castleview, Mr. Emrich serves as Managing Partner of Acruence Capital and acts as a portfolio manager for the Acruence Active Hedge U.S. Equity ETF (XVOL). Castleview Partners is a multi-team advisory firm that provides asset management and tailored investment services to its clients, focusing on creating and managing investment models and portfolios.

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.

Gerald Mcilhon is a financial advisor at Beck Capital Management LLC in Austin, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beck Capital Management since 2010. He also writes life insurance, equity-indexed annuities, long-term care, and fixed annuities through his own business, Jerry Mcilhon, LLC. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment process based on sector rotation and institutional-grade research, offering integrated financial planning and asset management across a range of securities.

William Gregory IV is a financial advisor at Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with Beck Capital Management since 2009. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million across about 449 clients. The firm employs an active, macro-driven investment process focused on sector rotation and utilizes institutional-grade research and a combination of fundamental, technical, and cyclical analysis to tailor model portfolios to client risk tolerances.

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.

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with one year of industry experience. She joined the firm in 2023 after completing ten years as a student. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative, optimization-driven investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

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, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Texas A&M University and Texas A&M Agrilife Extension. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Shirley Sanchez is a CFP® professional with three years of experience in financial advising, currently serving at Pioneer Wealth Management Group since 2021. Prior to her advisory role, she worked at The University of Texas at Austin for six years. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with services that include modular and comprehensive planning, ongoing asset management, and pension consulting. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and provides multiple engagement models including subscription advisory services and workplace retirement plan consulting.