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.

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® certificant with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. He previously worked at Dimensional Fund Advisors for eight years. Parkwoods Wealth Partners serves individuals, including high-net-worth clients, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm offers investment management, comprehensive financial planning, retirement plan consulting, and employee financial wellness training, using a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory.

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.

Matthew Raves is a financial advisor with Investment Research Corporation, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Kestra Private Wealth Services, World Capital Brokerage, and Edward Jones. Outside of advisory work, he serves as Chief Executive Officer of Raves & Associates, PLLC, where he manages risk and insurance solutions for small to mid-sized businesses. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, serving a diverse client base that includes high-net-worth individuals and various institutional investors.

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 with Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Beck Capital Management since 2010. Outside of his advisory role, he is involved in selling life insurance, equity-indexed annuities, long-term care, and fixed annuities through his own LLC. 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 that include a diverse range of securities and private investments.