Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His career includes roles at Bridgefront Capital LLC, Worldquant LLC, and Apple Inc., where he currently works as a data scientist. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a hybrid investment approach combining fundamental analysis, quantitative signals, and machine-learning models to manage predominantly long-short, market-neutral portfolios with integrated risk controls.

Michael Orf is a CFP® and holds a Series 65 license, with 14 years of industry experience. He founded and has operated ORF Capital Management in Austin, TX since 2005. ORF Capital Management provides financial planning and discretionary portfolio management primarily to individual and family clients, focusing on a globally diversified, largely passive investment strategy using low-cost index funds and tailored portfolios. The firm serves approximately 15 clients and manages around $18.2 million.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Robert Laughlin is a financial advisor at Integra Asset Advisors, L.C. in Austin, TX, holding a Series 66 credential with 23 years of industry experience. He has been with Integra Asset Advisors since 2005. Integra Asset Advisors is an independent firm providing discretionary portfolio management and comprehensive wealth services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses an active, personalized investment process incorporating charting, fundamental, technical, and quantitative analysis, and offers tailored business advisory and consulting services alongside its investment management.

Abhay Srivastava is a CFA charterholder with seven years of industry experience. He is the principal of AS Investment Partners LLC, an independent advisory firm he founded in 2024. His prior experience includes roles at Hutchinson Capital Management, Finchwood Capital Partners, University of California Berkeley, and Ewing Morris & Co. Investment Partners. AS Investment Partners LLC provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, employing a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value. The firm offers customized portfolio management across various securities and uses performance-based fee arrangements for qualified clients.

Max Mueller is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at Mueller Wealth Advisors in Austin, TX, and previously worked at JP Morgan Chase & Co. Outside of his advisory role, he manages two business ventures focused on consulting and business technology software. Mueller Wealth Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and closely held businesses, with a focus on strategic asset allocation and coordinated business succession planning.

Logan Jackson is a financial advisor at Xenith Capital in Austin, TX, holding the Series 66 designation and bringing 10 years of industry experience. His career includes roles at Ray Capital Advisors, Raymond James, Wells Fargo, and First Command, along with service in the Virginia National Guard for eight years. Xenith Capital offers discretionary asset management and portfolio advisory services primarily to affluent and high-net-worth individuals and families, using a combination of fundamental, technical, and charting analysis. The firm manages a concentrated client base and employs strategies including long-term holdings, short-term trades, and options, with no use of alternative investments or performance-based fees.

Thomas Fortenberry is the sole advisor at Sovereign Asset Advisors LLC in Cedar Park, TX, holding a Series 65 designation with six years of industry experience. He has practiced law as an attorney since 2009 and is also a licensed real estate agent. In addition to his advisory role, he serves as a trustee for private trusts. Sovereign Asset Advisors LLC provides financial planning, portfolio management, and retirement plan services to individuals, small businesses, foundations, and charitable organizations. The firm combines active management and value investing supported by fundamental, technical, and cyclical analyses, and offers unique legal and fiduciary services through its affiliation with a law firm under common control.

Jeffrey Kikel is a financial advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Fidelity, Charles Schwab, Edward Jones, and several other firms. Outside of advising, he is involved in multiple business ventures, including serving as CEO of a renewable energy company, founding a co-working facility, and publishing books through his media company. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm employs a combined fundamental and technical analysis investment approach with a focus on long-term strategies tailored to clients’ financial situations and risk tolerance.

Eric Ochotnicki is a financial advisor at LCR Financial Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at LCR Asset Management, LLC and Online Trading Academy. LCR Financial Group, LLC provides asset and portfolio management services primarily to individuals and high-net-worth clients, offering access to a range of investment products including stocks, bonds, mutual funds, ETFs, REITs, and options. The firm combines technical and fundamental analysis with modern portfolio theory, incorporating derivatives and hedging strategies, and also publishes an investment newsletter for subscribers.

Manuel Ramirez Jr. is a financial advisor with Versai Wealth Management LLC in Cedar Park, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to founding Versai Wealth Management in 2018, he worked at B.B. Graham & Co. and Per Stirling Capital Management, LLC. He is also an independent licensed insurance agent. Versai Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a variety of analytical approaches and offers discretionary account management that can include the use of derivatives and options strategies tailored to client goals and risk tolerance.

Neil Kay is a financial advisor with Old Vine Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC, John Hancock Investment Management Distributors LLC, and HARTFORD Funds Distributors, LLC. Outside of advisory work, he serves as managing member of Villa Terra Bella, LLC, a property management company overseeing viticulture activities. Old Vine Capital is an independent registered investment adviser managing approximately $167 million for around 50 clients, including individuals, high-net-worth clients, charitable, and corporate entities. The firm provides tailored portfolio management and financial planning, employing a range of analytical approaches and occasionally recommending alternative investments and third-party managers, while also sponsoring private pooled investment vehicles with fund-of-funds strategies.

Mark Watts is the sole advisor at Onus Financial LLC in Austin, TX, holding Series 66, Series 65, and Series 63 licenses with seven years of industry experience. He has worked at Onus Financial since 2018 and concurrently serves as a product line manager at Cirrus Logic Inc., a semiconductor company, where he works full-time. Onus Financial LLC provides customized investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a range of investment types and a methodology that includes fundamental and cyclical analysis alongside modern portfolio theory. The firm offers discretionary and non-discretionary portfolio management and various pricing arrangements, including hourly planning and fixed fees.

John Sigmon is a CFA® charterholder affiliated with Douglas Maria LLC in Austin, TX. He has prior experience at Nuance Investments and Capital Group, totaling over a decade in the industry. His current role at Douglas Maria LLC marks his first year with the independent firm. Douglas Maria LLC provides discretionary asset management services to individuals, high net worth individuals, and institutional clients, tailoring portfolios based on documented client profiles and fundamental analysis. The firm emphasizes individualized portfolio management with discretionary trading authority and maintains custody of assets through Charles Schwab Advisor Services.

Jeffrey Morneault is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Hilltop Planning, LLC, where he has worked since 2024. Prior to that, he held roles at Optas, LLC, HUB International, TCG Advisory Services LLC, and spent ten years with the Austin Independent School District. Hilltop Planning is an independent, fee-only registered investment adviser catering primarily to high-net-worth individuals. The firm combines asset allocation with fundamental, technical, and cyclical analysis to create customized portfolios, offering discretionary management alongside project-based and hourly financial planning services.

Lewis Weil is the sole advisor at Lewis Weil Co., an independent firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding his current firm, he worked at Money Positive, LLC for nine years and operated Lewis Weil Aquarium Maintenance for three years. He has also been involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary portfolio management to individual and family households, combining written plans with ongoing implementation under one agreement. The firm uses a primarily passive investment approach focused on diversified index mutual funds and ETFs, offering ESG/SRI options and automated rebalancing through its custodial relationship with Betterment.

With over 16 years of experience in financial planning and wealth management, I've been able to fine tune my planning process, while elevating the personalized customer service experience. My goal is to help client make sense of complex financial topics in areas such as asset management, tax, insurance and estate planning in order to create strategies for success. I look to optimize a client's overall financial wellbeing. And, I believe that planning goes beyond the portfolio and encompasses so much more!

Richard Brady is a financial advisor at Helios Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Foundations Investment Advisors, Vital Retirement, Portside Wealth Group, Townsquare Capital, and Insurance Network, Inc. Outside of advising, he is also a licensed insurance agent. Helios Financial Services, LLC provides asset management and financial planning services to individuals and high-net-worth clients, focusing on managing custodial accounts. The firm combines technical charting, fundamental analysis, and modern portfolio theory to tailor strategies that include long- and short-term, income, and hedging approaches.

Raony Zica De Carvalho is a financial advisor at Carvalho Investment Group, LLC in Austin, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Gerson Lehrman Group. Outside of financial services, he serves as a project manager for Conation Technology, LLC, a supplier of refurbished wafer manufacturing equipment. Carvalho Investment Group is a solo registered investment adviser managing approximately $6.2 million for individual households, trusts, estates, and tax-qualified retirement plans. The firm provides tailored asset management, financial planning, and retirement-plan advisory services, utilizing active portfolio management strategies guided by written Investment Policy Statements and ongoing monitoring.

Alibek Tupushev is a Series 65 credentialed financial advisor with 10 years of industry experience, currently operating through American Investment Management Group LLC in Austin, TX. He is also CFO of Beaute Eternelle LLC, a MedSpa and financial management business, and a shareholder and director of SnowLand LLC, an engineering and construction venture focused on an indoor ski resort project. American Investment Management Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs fundamental, technical, and cyclical analysis to develop strategies that emphasize risk quantification and control, offering discretionary portfolio management alongside client education seminars and workshops.