Sean Tuohy is a financial advisor at Caldwell Sutter Capital, Inc. in Austin, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked for SWBC Investment Company and SWBC Investment Services LLC for nine years. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

William Kruger is a financial advisor at YCG, LLC in Austin, TX, holding a Series 66 designation with 20 years of industry experience. He has been with YCG since 2012, working within a two-advisor team. YCG provides discretionary portfolio management to individuals, investment advisers, trusts, institutions, and a mutual fund, employing a bottom-up, concentrated equity approach focused on businesses with enduring pricing power and long-term compounding potential. The firm manages over $1.5 billion in discretionary assets and utilizes options and margin strategies as part of its investment process.

David Dodson is a CFP® and CFA® with 22 years of industry experience. He is currently with Hampton Rock Wealth Management, where he has worked since 2024. His prior experience includes roles at Oppenheimer & Co. and BB&T entities. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, employing a combination of fundamental, quantitative, and modern portfolio theory analyses to construct tailored portfolios.

Stefan Whitwell is a CFA® charterholder with 11 years of experience in the financial industry. He is the Co-Founder of Empirical Solutions, LLC (dba Chaos Holdings, LLC), a consulting firm that uses artificial intelligence and automation to improve operational efficiency and cash flow for business owners. Whitwell is also a licensed real estate broker in Texas, maintaining his license for personal transactions. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, and financial intermediaries, employing defined investment strategies tailored to client objectives and risk tolerance. The firm offers discretionary portfolio management, financial planning, family office services, and ERISA advisory support, and operates alongside affiliated insurance and tax firms.

Mary Susan Perry is a financial advisor with Whitwell Advisors in Bee Cave, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and Dixon Hughes Goodman Wealth Advisors. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries, employing discretionary portfolio management with defined strategies focused on ETFs and selective individual equities tailored to client objectives and risk tolerance.

Jack Tamez is a financial advisor with BirdRock Wealth in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with BirdRock Asset Management since 2013. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation, along with financial planning and an hourly-advice option.

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Alvarez and Marsal and Kroll, as well as a five-year tenure at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered firm with a six-advisor team managing approximately $192 million for around 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Its portfolios use proprietary model sleeves combined with fundamental, quantitative, and modern-portfolio theory analyses, allowing for tailored client solutions and monitoring of held-away assets when integrated on its technology platform.

Sasa Savkovic is a financial advisor at Coyle Capital, LLC with one year of industry experience. Prior to joining Coyle Capital, he worked at Charles Schwab for three years and spent nine years at Pappas Restaurants, Inc. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.

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.

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.

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.

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 licenses and bringing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he pilots aircraft in Austin, TX. Optas, LLC offers comprehensive financial planning, investment management, and consulting services to individuals, trusts, corporations, and retirement plans, utilizing a range of analytic approaches and investment strategies tailored to client needs. The firm also provides ancillary services such as tax preparation and estate planning, and may manage client entities with associated custody arrangements.

Robert Emrich III is a financial advisor with Castleview Partners, LLC and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at Lake Point Wealth Management, Acruence Capital, Manning & Napier, AllianceBernstein, and Lord, Abbett. He is the founder and managing partner of Acruence Capital, LLC, an SEC-registered investment advisory firm where he also serves as an outsourced Chief Investment Officer and portfolio manager. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management and access to third-party money managers, utilizing a mix of internally managed models, TPMM strategies, and direct holdings tailored to client goals and risk tolerance.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Meghan Railey is a CFP® professional with 18 years of industry experience. She has been with Optas, LLC since 2019 and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory role, she manages bill pay operations for Parhelion, LLC and related entities. Optas, LLC provides financial planning, investment management, retirement plan consulting, tax preparation, and estate-planning services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach tailored to client risk profiles and offers a broad range of ancillary services beyond typical financial advising.

Stuart Brown is a financial advisor at HamptonRock Wealth Management in Austin, TX, with 21 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at firms including KAL Capital Market LLC, BV Investment Partners, and Hilltop Securities. HamptonRock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm employs proprietary model portfolios and a combination of fundamental, quantitative, and modern portfolio theory analyses, offering discretionary and non-discretionary asset management alongside consultative financial planning and family-office administrative services.

Dustin White is a financial advisor at Coyle Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Coyle Capital since 2015. In addition to his advisory role, he is an economist with the U.S. Department of the Treasury. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and integrates fundamental, technical, and quantitative analysis with modern portfolio theory, employing a range of trading strategies including options and short sales.

Christina Borger is a financial advisor with Birdrock Wealth in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Birdrock Asset Management since 2006. BirdRock Wealth advises individuals, high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors, using a value-oriented investment approach that combines fundamental research with quantitative screening across equity strategies and tactical ETF allocations.

Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.