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 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.

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.