John Hickey is a CFP® professional with one year of industry experience, currently serving as an advisor at Ubequity Wealth Management, LLC. His background includes roles in hospitality and golf clubs prior to his career in financial advisory. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a blend of passive index exposures and active manager selections, utilizes discretionary portfolio overlays, and maintains a small client roster for personalized planning engagement.

Scott Goeke is a financial advisor at Growth Horizons Wealth Management LLC in Georgetown, TX. He holds a Series 65 designation and joined the firm in 2026. Prior to entering the financial services industry, his work experience includes roles at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-specific investment approach that combines asset allocation, passive and active strategies, and third-party models with tax-aware rebalancing.

Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.

William Snyder is a financial advisor at KConnally Strategies, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked at several firms including Ernst & Young Investment Advisers LLP, Kestra Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as an operations manager for Lend-Creek, a non-investment-related business. KConnally Strategies offers discretionary and non-discretionary asset management and financial consulting tailored to individual clients, with an investment approach that includes fundamental and technical analysis, option strategies, and tax-aware rebalancing. The firm retains the authority to appoint sub-advisors and provides periodic account reviews, emphasizing documented client goals and risk tolerances.

Paul Courtney is a CFA® charterholder with nine years of industry experience. He has worked at SpringTide Partners since 2017 and previously spent time at Foster Bridge Partners and Harmonic Capital, LLC. He serves as a managing member of SpringTide Partners. SpringTide Partners provides investment advisory services to individual clients, including high-net-worth households, as well as other investment advisers, institutional investors, and similar entities. The firm emphasizes tailored portfolios, active risk management, and combines fundamental and technical analysis within strategic and tactical asset-allocation frameworks.

Kevin Davis is a financial advisor with Davis & Wehrle, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Davis & Wehrle since 2006. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.

Jack Boyd is a financial advisor at Boyd Financial Strategies, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at TJX Companies and Boyd Marine Service. Outside of his advisory role, he is involved in insurance sales and service, assisting clients with fixed rate annuity products. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts, typically with assets ranging from $500,000 to $20 million. The firm provides comprehensive financial planning and investment management using a risk-conscious, top-down approach that integrates fundamental, technical, and charting analysis.

Scott Brischke is a CFP® with 27 years of experience in the financial services industry. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of his advisory role, he serves as CFO of Roof Joker, a residential roofing business in Leander, Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wrap asset management, financial planning, and related consulting services. The firm uses proprietary asset-allocation models and a wrap fee program to manage approximately $409 million in assets for about 667 clients.

John Rowden is a financial advisor at Forthright Capital with three years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Forthright Capital, he worked at Equis Financial and Verity Asset Management among other firms. Outside of investment advising, he acts as an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular portfolio reviews conducted quarterly.

Nicholas Munoz is a financial advisor at Ironoak Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Stonewater Wealth Management Inc. and Erben Associates, LLC. Munoz is also a managing member and insurance agent at Ironoak Partners, LLC, where he provides insurance services and account management. IronOak Wealth offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm employs a tailored investment approach that incorporates fundamental, technical, and cyclical analysis, and distinguishes itself with fixed-fee comprehensive planning and fiduciary retirement plan services.

Karl Van Reusen is a CFP® with 13 years of industry experience, currently serving as an advisor at Boyce & Associates Wealth Consulting, Inc. He previously worked at Edward Jones from 2014 to 2018 and has been with BKA Wealth Consulting, Inc. since 2018. Outside of his advisory role, he is an independent licensed insurance agent who occasionally offers insurance products to clients. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers comprehensive services including retirement plan advisory, business valuation, and insurance solutions.

Kelly Mcgrath is a financial advisor at Ironoak Wealth with 15 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Stonewater Wealth Management, Erben Associates, and M Holdings Securities. Outside of financial advising, she is involved with Golf Apparel, LLC, where she serves as a bookkeeper and accountant. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis, often utilizing sub-advisors while maintaining oversight, and offers fiduciary services for retirement plans.

Philip Capriotti Jr. is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Foundations Investment Advisors LLC and has been with Donato Wealth Management, PLLC dba Empower Wealth Management since 2019. Capriotti is also involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, providing insurance product solutions. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses written financial plans, ongoing portfolio supervision, and third-party model portfolios to tailor asset allocation and investment strategies.

Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.

Justin Saffle is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank before joining REAP Group in 2019. Outside of advisory work, Saffle is also an insurance agent involved in life insurance and fixed annuity sales through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages discretionary assets using model portfolios implemented via selected sub-advisors while also offering comprehensive planning and educational resources to support client decision-making.

Jonathan Mcquade is a CFP® professional with 12 years of experience in wealth management. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked for eight years. His prior experience includes roles at Seven Cedars Wealth Management LLC and Austin Wealth Management, LLC. Outside of his financial advisory work, Mcquade serves as a Youth Referee Assignor for the Lake Travis Youth Association Soccer Club. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary account management, along with specialized retirement-plan advisory and business valuation services.

Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.

Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenbelt since 2010. Outside of his advisory work, he lectures at Texas State University. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm provides ongoing asset management, financial planning, and retirement-plan advisory services, operating mainly on a non-discretionary basis.

Kyle Patterson is a financial advisor at Revisor Wealth Management LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital Co. and Northcoast Research. In addition to his advisory role, he is also licensed as an insurance agent specializing in fixed life, annuity, health, disability, and long-term care insurance. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm offers customized portfolio construction with a focus on fundamental analysis and a long-term orientation, while also employing alternative strategies such as cryptocurrency and options for eligible clients.

Philip Capriotti Sr. is a Series 65-licensed advisor at Empower Wealth Management with 10 years of industry experience. He has worked at Foundations Investment Advisors, LLC and Donato Wealth Management, PLLC, and serves as President and CEO of Senior Tax & Insurance Advisors, PLLC, where he provides income planning solutions through insurance products. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients and retirement plans. The firm uses model-based strategies and engages sub-advisers to support portfolio management and client servicing.