Keith Schnelle is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has been with Solutia Global, LLC since 2013 and also maintains a longstanding affiliation with Lloyd’s of London. His background includes sales and servicing of life, health, and disability insurance through various independent companies since 1980. Solutia Global is a single-advisor registered investment adviser that serves accredited and high-net-worth clients, including U.S. citizens abroad, foreign nationals with U.S. tax obligations, foundations, and closely held businesses. The firm focuses on comprehensive financial planning and consulting with an emphasis on international asset protection, estate planning, and introductions to institutional third-party investment managers.

William Hawes is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Candor Asset Advisors, LLC since 2016. The firm manages approximately $15.8 million for around 36 clients, offering asset management, financial planning, and consulting services for both taxable and retirement accounts. Candor employs a fundamental, bottom-up approach with model portfolios that include equity, ETFs, REITs, and limited option strategies. The firm also serves corporate pension and profit-sharing plans and supports held-away employer accounts through a third-party platform, which is less common for firms of its size.

Hyunjun Lee is a financial advisor at RootN Wealth Management, Inc. with a Series 65 credential and industry experience beginning in 2026. Prior to this role, Lee worked at Shinhan Investment Co. from 2012 to 2016. RootN Wealth Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative techniques, focusing primarily on equities with mutual funds, ETFs, and non-U.S. securities under a long-term trading strategy.

Michael Conroy is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Argus Wealth Management in Austin, TX. He has been with Argus Wealth Management since 2013. Argus Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, charitable organizations, and business entities. The firm employs a globally diversified, long-term investment approach that incorporates core-and-satellite strategies and Modern Portfolio Theory, with an emphasis on tax-aware, low-cost solutions and the use of derivatives within separately managed accounts.

Thomas Meyer is the sole advisor at Thomas Meyer Investments in Leander, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at Turner Capital Investments and self-employment, and he publishes a free weekly trend-following investment newsletter on Substack. Thomas Meyer Investments provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing on individualized investment policy statements and discretionary management. The firm employs a combination of technical analysis and algorithmic trading strategies, typically emphasizing equities with diversification through mutual funds and fixed income.

David Naworski is the sole advisor at Naworski Investments and holds a Series 65 designation with 11 years of industry experience. He has been active in the financial sector since 2000. Naworski Investments provides discretionary investment management to individuals, high-net-worth clients, trusts, and pension/profit-sharing plans through six defined portfolio sleeves. The firm combines top-down economic and sector analysis with bottom-up fundamental stock research, managing approximately $43.3 million in discretionary assets.

Jeffrey Weeks is a financial advisor with ATX Portfolio Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with ATX Portfolio Advisors since 2014. Outside of his advisory work, Weeks serves as Treasurer of the Eanes Endowment, a nonprofit supporting the local school district foundation, and is the Service Chair for the Rotary Club of Austin Westlake, where he helps coordinate service projects. ATX Portfolio Advisors provides asset management and financial planning services to individual and institutional clients, including trusts, endowments, charitable organizations, and business entities. The firm employs a tailored investment approach guided by clients’ Investment Policy Statements and incorporates modern portfolio theory, offering both wrap fee programs and institutional portfolio management.

Imade Iyamu is a CFP® and Series 66 designated advisor with one year of experience. He currently works at Arusha Wealth Limited Liability Company and has prior experience at Goldman Sachs, Columbia University, Mono Technologies, Banwo and Ighodalo, and the Nigerian Law School. Arusha Wealth Limited Liability Company is an independent advisory firm serving both non-high-net-worth and high-net-worth individuals. The firm combines financial planning and investment management through a coordinated process, implementing discretionary, long-term, diversified investment strategies without custody of client assets or acceptance of sales commissions.

Jeffrey Elliott is a CFP® professional with 12 years of experience in financial planning. He operates as the sole advisor at Jeff Elliott, CFP®, an independent firm. Prior to his advisory career, he worked for three years at SkyWest Airlines. Jeff Elliott, CFP® provides fee-only financial planning and discretionary investment management primarily to individual households, including clients with higher investable assets. The firm constructs customized portfolios emphasizing no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on intermediate to long-term horizons.

Scott Malone is a financial advisor at Rincon Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including MIT Associates, Partnervest Advisory Services, and Wells Fargo Advisors. Outside of his advisory role, Malone is an owner and investor in a local restaurant bar, Test Pilot Cocktails, based in Santa Barbara, CA. Rincon Wealth Management serves individuals, including high-net-worth clients, retirement plan participants, and nonprofit/religious organizations with portfolio management and financial planning services. The firm employs a range of analytical methods to construct portfolios and sponsors special purpose vehicles (SPVs) that allow qualified clients to participate in private offerings.

Peter Mitchell is a financial advisor at Tax Pro Advisor with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer Investment Corporation and Tax Pro Advisor LLC since 2010. In addition to his advisory role, Mitchell is the owner and accountant of Tax Pro Advisor’s affiliated tax accounting business, where he provides tax preparation and consulting services as an enrolled agent. Tax Pro Advisor LLC offers asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm uses a tailored investment approach combining fundamental, financial, and technical analysis, and integrates an affiliated tax practice alongside its advisory services.

Steven Price is a Series 65-licensed financial advisor with Avondale Wealth Management LLC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is also licensed as an insurance agent. Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a top-down, dynamic asset-allocation approach across multiple model portfolios. The firm manages approximately $286 million and offers negotiated performance-based fee arrangements for qualified clients.

Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in client accounts.

Mark Ward is a CFP® and ChFC® with 25 years of industry experience, currently serving at Lucien, Stirling & Gray Advisory Group Inc since 2002. He previously worked at Lucien, Stirling & Gray Financial Corporation from 1999 to 2017. Outside of his advisory role, he is the owner and president of A-WARD ASSETS, LLC, a business involved in managing residential real estate properties. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a buy-and-hold strategy and manages approximately $130.9 million in client assets.

Erik Anderson is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He is the sole advisor at Atlasmark Financial, Inc., where he has worked since 2010. Prior to that, he was affiliated with Securities America, Inc. and has served as a consultant for Employee Incentive Plans, Inc. Anderson is also a non-practicing Certified Public Accountant and a member of the Serving Grace Foundation, a private charitable organization. Atlasmark Financial provides personalized asset and portfolio management services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach is based on fundamental analysis and tailored to each client’s risk profile, with a focus on diversified mutual fund and ETF allocations executed through an institutional custody platform.

Jonathan Levy is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Brown Advisory for eight years before joining Outrunner Capital, LLC, where he has been since 2024. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities with financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis across a range of securities and manages special purpose pooled vehicles and private fund investments as part of its advisory services.

Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.

Susan Faykus is a financial advisor with Faykus Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior experience includes roles at Faykus Broughton, Integrated Financial, and New York Life. Outside of finance, she is involved in farming and ranching as a sole proprietor and serves as treasurer for a nonprofit apprenticeship program focused on training students in trades. Faykus Financial provides comprehensive financial planning and investment advisory services to individuals, small businesses, foundations, and retirement plans. The firm employs diversified asset-class allocation strategies, typically working with institutional third-party managers, and offers specialized services such as U.S. Treasury liquidity management and family-oriented legacy planning.

Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 clients, using a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Scott Bussy is a financial advisor with Bearing Financial Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Bearing Financial Advisors since 2002 and previously spent three years at Calton & Associates, Inc. Outside of his advisory role, he is an insurance agent involved in managing general agency activities. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, family partnerships, trusts, and small-business retirement plans. The firm employs multiple factor-driven equity models and integrates both fundamental and technical analysis in its diversified investment approach.