Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm emphasizes an academically grounded investment approach focused on diversification, risk management, and cost-effective returns, managing portfolios on a discretionary basis with a broad mix of investment instruments tailored to client objectives.

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.

Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019, following 15 years as a self-employed advisor. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm combines tailored asset allocation with multiple analytical approaches and offers services including portfolio management, financial planning, and ERISA-focused retirement-plan advisory.

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.

William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.

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® professional with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. Before joining Parkwoods in 2025, he worked for eight years at Dimensional Fund Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory–based approach using diversified allocations primarily in mutual funds, ETFs, and fixed-income strategies, and offers extended advisory and educational resources beyond traditional portfolio management.

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.