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 three years of industry experience. She has worked at Austin Asset since 2021 and previously was with SGH Management Company, LLC from 2017 to 2021. Austin Asset is a wealth management firm serving 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, with investment oversight by a committee of CERTIFIED FINANCIAL PLANNER™ practitioners.

Michael Quigley is a financial advisor with Beck Capital Management LLC in Austin, TX. He holds the ChFC® designation and Series 65 and 63 licenses, with 34 years of industry experience. Prior to joining Beck Capital Management in 2020, he worked at James Wendlandt and Northwestern Mutual. Beck Capital Management LLC is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a sector-rotation investment approach supported by data-driven research and offers model portfolios across various risk profiles, including a broad range of market-traded and non-traded investments.

Mark Mangum is a financial advisor with Eltekon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held various roles across affiliated entities, including Eltekon Insurance Agency and Eltekon Holdings, where he remains a member. Mangum serves as a board member of Prime Bank. Eltekon Advisors provides investment advice and planning to individuals, 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 investments.

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, with three years of industry experience. She holds a Series 65 designation and previously worked at Petros PACE Finance and GoMedigap. Morgan also has a background in academia from her time at the University of Texas at Austin. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a structured client process and combines multiple analytical approaches to build customized portfolios, maintaining an institutional relationship that offers economic benefits and operational strengths.

Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, providing comprehensive wealth management and discretionary investment advisory services with an emphasis on diversification, risk management, and cost-conscious returns. The firm manages approximately $1.1 billion in assets and offers family-office style services, typically coordinating with clients’ CPAs and attorneys.

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.

Justin Simmons is a financial advisor at Beck Capital Management LLC in Austin, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Beck Capital Management since 2009. Outside of his advisory role, Simmons operates an insurance agency as a sole proprietor, focusing on the sale of fixed insurance and fixed and equity-indexed annuities. Beck Capital Management is a SEC-registered investment adviser that provides discretionary asset management and modular financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation investment approach supported by data-driven research and offers personalized portfolios across defined risk profiles.

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.

Jason Jupiterwala is a financial advisor at Alongside, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is also involved in selling and servicing fixed insurance contracts and serves as owner and secretary of an LLC established for business expenses. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach and offers model-based and outsourced CIO solutions, including oversight of third-party managers and model 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.

Stephanie Boeke is a financial advisor at BirdRock Wealth in Austin, TX, holding a Series 65 designation and bringing 13 years of industry experience. She has worked at Merrill Lynch Bank of America since 2012. Outside of her advisory role, she owns and operates a small business selling personalized letters from Santa Claus to children. BirdRock Wealth serves individual and institutional clients with a focus on value-oriented equity strategies and tactical ETF-based asset allocation. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and an hourly-advice option, working with a diverse client base that includes high net worth individuals, retirement plans, and wrap-fee program sponsors.

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.

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.

Daniel Davila III is a financial advisor with Austin Wealth Management, LLC in Austin, TX, holding a PFS™ designation and a Series 63 license. He has 34 years of industry experience, including positions at Purshe Kaplan Sterling Investments and extensive involvement with DK Partners, PC. Outside of advisory work, he holds roles in pharmaceutical sales and roofing and construction companies and manages a family-owned investment partnership. Austin Wealth Management serves individuals, trusts, estates, and small businesses with financial planning, wealth management, and retirement plan advisory services. The firm employs a research-driven, systematic investment approach that combines diversified portfolios with fundamental, technical, and cyclical analyses, and manages over $1 billion in client assets.

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.