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 with eight years of industry experience. He holds a Series 65 designation and is based in Austin, TX. Federico also serves as Sr. Director of Engineering at Zillow Group and co-founded the software company Savio. Torre Financial provides personalized investment advisory services primarily to individuals, LLCs, and other corporate entities, managing both taxable and tax-qualified accounts. The firm’s investment approach is based on fundamental analysis and tailored asset allocation, with discretionary management and semi-annual portfolio reviews.

Divya Chhibba is the principal advisor at Finpower, an independent financial planning firm based in Austin, TX. She holds a Series 65 designation and has seven years of industry experience. In addition to her financial advisory role, she owns and manages an event planning business, Hosted Events, LLC. Finpower serves individual investors by providing tailored financial planning and investment consultation, focusing on retirement planning, cash-flow and debt analysis, education planning, and one-time portfolio strategy. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, typically recommending diversified, low-cost index mutual funds and ETFs, and operates on a non-discretionary basis without ongoing portfolio management.

Brian Heath is a financial advisor at Conviction Wealth Management LLC in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Sax Wealth Advisors, T3 Trading Group, and Maxim Group LLC. Outside of finance, Heath is CEO of BPH Handyman Services LLC, a business providing repair and improvement services. Conviction Wealth Management primarily serves individuals and high-net-worth clients, offering portfolio management and financial planning with a focus on mutual funds, ETFs, fixed income, real estate funds, annuities, and private placements. The firm employs a long-term trading approach integrating modern portfolio theory with quantitative and technical analyses and operates under a fiduciary standard.

Brent Little is a CFP®, PFS™, and Series 65-registered financial advisor with 17 years of industry experience. He is the sole advisor at Theory79 Wealth Design LLC in Austin, TX, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, and Odyssey Wealth Management. Theory79 Wealth Design LLC provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm combines discretionary investment management with financial planning, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios, and may use sub-advisors and turnkey asset management providers in its investment approach.

Douglas Jampol is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Triple Pine Wealth Management LLC in Austin, TX. His prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as brief tenures with the Baltimore Orioles and Retirement Clearinghouse. He is also pursuing a law degree. Triple Pine Wealth Management is a state-registered independent adviser that offers customized portfolio management and financial planning services to individuals, families, trusts, and small business owners. The firm emphasizes long-term, diversified asset allocation with tax-aware rebalancing, direct indexing, and tactical adjustments, while clients retain custody of their assets.

Ram Kolluri is a CFP® professional with 21 years of experience in the financial industry. He is the sole advisor at Exponential Wealth Management, LLC, an independent firm based in Austin, TX. Prior to founding Exponential Wealth Management, he worked at Global Investment Management, LLC and was an investor in Global Wealth Management, LLC until 2023. Exponential Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes a long-term buy-and-hold investment approach guided by written Investment Policy Statements and combines fundamental analysis, modern portfolio theory, and quantitative models.

Ravikishan Pothukuchy is the principal of Arka Financial Services L.L.C. in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Arka Financial Services, he worked at Dell Technologies for 20 years and has operated a professional photography business since 2009. He continues to provide photographic services alongside his financial advisory work. Arka Financial Services serves individual clients and families with comprehensive financial planning, limited-scope advice, and fee-only tax preparation. The firm emphasizes educational investment guidance, using third-party software and a structured planning process, while clients retain control over implementation.

Thomas Villalta is a CFA® charterholder with 26 years of industry experience. He is the principal advisor at Austin 180 Advisory Group LLC, where he has worked since 2018. Prior to this, he was with Covenant Multi Family Offices, LLC for six years and Austin 180 Media Capital Corporation for three years. Villalta serves on the board of the CFA Society of Austin and is an investment-related author. He also holds several board and committee positions with the Austin Opera, including membership on its endowment fund board and finance committee. Austin 180 Advisory Group provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes tailored, active asset management combining fundamental and technical analysis with modern portfolio theory, and offers services including ERISA 3(21) fiduciary roles for qualified retirement plans.

Charles Sawtelle is a CFP® professional with 20 years of experience in financial advising. He is the principal of Saga Financial Management, a sole-practitioner registered investment adviser based in Austin, TX. Saga Financial Management advises individuals and families, including university professors and other participants in qualified retirement plans, focusing on discretionary portfolio management and comprehensive financial planning for 403(b) and ORP retirement accounts. The firm manages approximately $95 million in assets using a blended fundamental and technical analysis approach, tailoring portfolios to clients’ goals and risk tolerance.

Meredith Schneider is a CFP® certificant with seven years of industry experience, currently serving as the sole advisor at Schneider Wealth Management in Austin, TX. She has worked at Salomon Smith Barney Inc. since 1998. Schneider Wealth Management is an independent SEC-registered advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, and retirement accounts. The firm offers discretionary investment management and comprehensive financial planning, using customized model portfolios based on diversified asset allocations and a detailed investment process that considers tax consequences and legacy holdings.

Taylor Finch is a CFA® charterholder and the principal of Finch Capital Management LLC in Austin, TX, with four years of industry experience. He previously worked at Century Management for nine years and currently serves as a consultant and adjunct lecturer, educating students on large-cap investments. Finch Capital Management LLC is an independent SEC-registered adviser managing approximately $58.6 million in discretionary assets for individuals, high-net-worth clients, and other advisers. The firm employs both fundamental and technical analysis with a long-term investment approach and provides tailored portfolio management and regular client reporting.

Joshua Stivers is a financial advisor with WealthPortrait Financial, LLC in Austin, TX, holding Series 63 and Series 65 licenses and over 16 years of industry experience. His prior roles include positions at Cabin Securities Inc., Kalos Capital, and Global Financial Private Capital. He is also involved with Platinum Wealth Advisory, an independent insurance agency offering fixed annuities and life insurance. WealthPortrait Financial, LLC provides financial planning and consulting services to individuals and certain institutional clients, focusing on written financial plans rather than discretionary portfolio management. The firm emphasizes detailed personal and financial data collection to address retirement, tax, estate, insurance, and business succession planning.

Louis Kokernak is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Haven Financial Advisors in Austin, TX. Kokernak previously worked at Ernst & Young LLP and Martin Capital Advisors. He also occasionally serves as a consultant in securities arbitration and related litigation. Haven Financial Advisors is an independent, fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using indexed and evidence-based funds, supplemented by active management and global diversification.

Kelly Klingaman is a CFP® with 14 years of industry experience and is the principal of Kelly Klingaman Financial Planning LLC in Austin, TX. She previously worked at DFA Securities LLC and Dimensional Fund Advisors, where she spent over a decade. Her firm provides ongoing financial planning and discretionary investment management for individuals and families, along with limited-scope hourly planning engagements. The investment approach focuses on passive, index-based model portfolios grounded in academic research and implemented through customized Investment Policy Statements, with an emphasis on systematic management including rebalancing and tax-loss harvesting. The firm also offers educational seminars on topics such as employee stock compensation and retirement strategies, operating under a subscription-style annual advisory arrangement with a small client roster for frequent access and updates.

John Dapper is the principal of Holdfast Wealth Management, LLC, an independent registered investment adviser based in Austin, TX. He holds the Series 66 and Accredited Asset Management Specialist (AAMS) designations and has 19 years of industry experience. In addition to his advisory role, Mr. Dapper operates the Law Office of John Dapper, where he practices law and occasionally refers clients to his investment advisory firm without compensation. Holdfast Wealth Management serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, and frequently uses co-advisory and sub-advisor arrangements to implement strategies.

Travis Wiedower is the principal of Wiedower Capital LLC, an independent advisory firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role since 2014, he co-founded and actively manages two businesses in the foodservice supply sector, Foodservice Advantage LLC and Midwest Consolidated Supply LLC, which provide purchasing and logistics solutions to restaurants. Wiedower Capital LLC offers discretionary separately managed equity portfolios primarily to individual and high-net-worth clients, including a significant portion of non-U.S. investors. The firm employs a fundamental, qualitative investment strategy focused on long-term holdings in U.S. and Canadian securities, with occasional investments abroad and in cryptocurrencies.

John Ku is the sole advisor at Manor Road Capital Partners, LLC, an independent firm based in Austin, TX. He holds three years of industry experience and has been with Manor Road Capital Partners since 2012. Manor Road Capital Partners provides discretionary portfolio management to individual and high-net-worth qualified clients. The firm employs a concentrated, value-oriented approach focused on U.S. equities, using fundamental research and intrinsic-value estimates to identify opportunities, generally pursuing a long-only strategy without tailoring services to specific client-imposed investment restrictions.

Jeffery Burrus is a financial advisor at Marathon Wealth Partners, Inc in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Marathon Wealth Partners in 2025, he worked at Stifel Nicolaus & Co Inc for 12 years. He serves as treasurer for ATX Runners LLC, a nonprofit running group. Marathon Wealth Partners provides investment advisory services to individual and high-net-worth clients, focusing on asset management and financial planning across a broad range of investments. The firm emphasizes a non-discretionary investment approach tailored to each client’s objectives and risk tolerance.

Ryan Nolan is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Park 64 Capital, LLC in Austin, TX. His prior experience includes roles at AIG and National Western Life Insurance Company. He is also the owner of Park 65 Lending, LLC, a mortgage brokerage. Park 64 Capital provides discretionary asset management and financial planning to individual and business clients, including high-net-worth individuals. The firm employs both fundamental and technical analysis in its investment decisions and manages a range of portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, and options, with some use of derivatives and held-away account supervision.