Joshua Epstein is a financial advisor at Secretx Assets, an independent firm, holding a Series 65 credential with three years of industry experience. His professional background includes roles outside finance such as bartender at Numero 28, consultant at IKIN, Inc., and CFO and part-owner of Luxesmith LLC, a private transportation service. He is also the founder and CEO of Hidden SecreTX LLC, a marketing company. Secretx Assets provides discretionary portfolio management primarily to individual and high-net-worth clients, tailoring Investment Policy Statements for each engagement. The firm employs a diverse investment approach that includes fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies across a broad range of securities.

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.

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.

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.

Gulseren Mutlu is a financial advisor at Monies Wealth LLC in Austin, TX, with four years of industry experience. She holds a Series 66 designation and has worked in various roles including tax valuation consulting, forensic economics, and serving on the Travis County Appraisal Review Board. Mutlu also maintains an active role as an insurance agent and provides expert testimony and econometric analysis related to financial damages and valuation. Monies Wealth LLC is an independent registered investment adviser offering personalized investment management, financial planning, and consulting services to individuals, families, and high-net-worth clients. The firm uses a structured discovery process and diversified portfolio construction based on fundamental, technical, and cyclical analysis, with regular portfolio reviews and services tailored to client needs.

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.

Alex Bossert is a financial advisor with Bossert Capital LLC in Austin, TX, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Granite House Capital Management and KBAB 1960 Investments LLC. Outside of advising, Bossert is involved in a small, non-investment-related rental property business. Bossert Capital provides discretionary asset management to individuals, high-net-worth clients, and business entities with a long-term investment horizon. The firm employs a fundamentally driven, value-oriented approach focused on common equities, while retaining flexibility to use derivative contracts and options, and offers both performance-based and standard fee structures depending on client qualifications.

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.

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC in Austin, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He previously worked for Clearbridge Investments from 2011 to 2022 and was self-employed from 2023 to 2025. Semper Sursum Investments LLC provides discretionary investment management primarily through separately managed accounts, using a fundamental, bottom-up process with multi-year time horizons and scenario analysis. The firm serves clients with global strategies that may include equities, fixed income, derivatives, and alternative instruments such as Bitcoin ETFs and distressed securities, while also offering no-cost educational seminars on general financial topics.

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!

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.

Federico Torre is a financial advisor at Torre Financial in Austin, TX, holding a Series 65 designation with eight years of industry experience. He co-founded Savio, a software-as-a-service company focused on billing and invoicing, and serves as its advisor. In addition to his advisory role, he is employed full-time as Senior Director of Engineering at Zillow Group. Torre Financial is a state-registered, sole-proprietorship investment adviser providing personalized investment management primarily to individuals, LLCs, and corporate entities. The firm follows a fundamental, research-driven approach focused on reasonably priced growth and undervalued companies, managing predominantly discretionary portfolios that incorporate client income, tax, and disposition considerations.

Sanjeev Subnani is a financial advisor at Subnani Investment Research, LLC in Austin, TX, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including North Advisor Group, Sagepoint Financial, and Oneamerica Securities. Outside his advisory role, he has experience in carpentry through JTMB Carpentry. Subnani Investment Research, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm uses a blend of fundamental, technical, and cyclical analysis with strategies such as core-and-satellite, value, and contrarian techniques, and offers pension consulting and educational workshops.