Arif Ali is a financial advisor with AA Wealth Strategies LLC in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He has worked at several firms including Brookstone Capital Management and Global Financial Private Capital. In addition to his advisory role, he owns AA CPA Tax Strategies LLC, a tax planning and business advisory firm. AA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses quantitative analysis to develop customized asset allocations and employs a range of investment products and strategies, including higher-risk trading techniques, with ongoing portfolio monitoring and client risk assessment.

Edmund Crawford is the principal advisor at Crawford Advisory Group, LLC in Austin, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. Outside of his advisory role, he owns Lil' Love Apparel, LLC, a non-investment business. Crawford Advisory Group provides comprehensive financial planning and discretionary investment advisory services to individuals, small businesses, corporations, estates, and trusts. The firm combines strategic and tactical asset allocation, using both fundamental and technical analyses, and manages accounts on a discretionary basis with regular reviews and rebalancing.

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.

Douglas Jampol is a CFP® professional with seven years of experience in the financial services industry. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., with prior roles at the Baltimore Orioles and Retirement Clearinghouse. He is based in Austin, TX, and holds the Series 66 designation. Jampol is the principal of Triple Pine Wealth Management LLC, an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and small business owners. The firm offers discretionary portfolio management and standalone financial planning, using customized, tax-aware strategies that include diversified asset allocation, direct indexing, and tactical adjustments.

Jacques Corre is a financial advisor at Quasar with a Series 65 credential and one year of industry experience. His prior work includes roles at Orbiss Inc., Naolys SARL, International Management Solutions Inc./Exelmans, and Orcom SA. Quasar provides advisory services to individuals and high-net-worth clients through customized wealth management, family CFO services, financial planning consulting, estate and tax planning, and educational seminars. The firm uses a combination of Modern Portfolio Theory with fundamental, cyclical, and charting analysis and supervises unaffiliated sub-advisers to manage client portfolios.

Ram Kolluri is a Certified Financial Planner® with 22 years of industry experience. He is the sole advisor at Exponential Wealth Management, LLC, where he has worked since 2017. Prior to this, he held roles at Global Investment Management, LLC and ICICI Investment Advisors. Kolluri holds a 10% ownership stake in Global Wealth Management, LLC but has not provided advisory services there since 2023. Exponential Wealth Management is an independent advisory firm serving high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, pension consulting, and financial planning, using a long-term, buy-and-hold investment approach that incorporates fundamental analysis, modern portfolio theory, and quantitative techniques.

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 Anzivino is a financial advisor at Longitude Financial Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Absolute Financial Planning, among other firms. Anzivino holds an active insurance license but operates as a fee-only advisor and does not sell commissionable insurance products. Longitude Financial Planning serves individuals, high-net-worth clients, and small businesses with investment management, financial planning, educational seminars, and bookkeeping services. The firm uses a combination of passive and active allocation strategies within a wrap-fee program and offers services such as advice on held-away accounts and access to outside professionals.

Thomas Villalta is a CFA® charterholder with 27 years of industry experience. He is the principal at Austin 180 Advisory Group LLC, an independent registered investment adviser based in Austin, TX. Prior to founding Austin 180, he held roles at Covenant Multi Family Offices, Stephen Jones Capital Management, and Jones Villalta Asset Management. Villalta serves on the board of the CFA Society of Austin and holds several positions with the Austin Opera, including trustee and finance committee member. He is also an investment-related author. Austin 180 Advisory Group provides asset management, financial planning, and consulting services to a diverse clientele including individuals, trusts, corporations, and charitable organizations. The firm employs an active, client-specific investment approach combining fundamental and technical analysis with modern portfolio theory, and supports retirement plans through consulting and fiduciary advisory services.

Charles Sawtelle is the sole advisor at Saga Financial Management in Austin, TX, holding the CFP® designation with 21 years of industry experience. His prior work includes roles at Sawtell Financial Management and Ameriprise. Saga Financial Management is an independent registered investment adviser serving individuals and families, particularly university professors and participants in qualified retirement plans. The firm focuses on discretionary portfolio management and comprehensive financial planning with expertise in 403(b) and ORP retirement accounts, managing approximately $95 million in assets through a blended fundamental and technical analysis approach.

Brian Crow is a Series 65-licensed financial advisor at Escarpment Financial Group, LLC with one year of industry experience. Prior to joining Escarpment Financial Group in 2026, he worked at Skyworks Solutions, Inc. for one year and spent 26 years at Silicon Labs, Inc. Escarpment Financial Group is a fee-only registered investment adviser serving individuals, families, retirees, high-net-worth clients, business owners, trusts, estates, and small retirement plans. The firm offers comprehensive financial planning and discretionary investment management with a focus on strategic asset allocation, tax-aware analysis, and periodic rebalancing using a variety of investment vehicles.

Tyson Slesnick is a financial advisor at Unitas Partners LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and has previously worked at Morones Analytics, Charles Schwab, Novus Partners, and Dimensional Fund Advisors. Outside of advisory work, he is involved in tax preparation. Unitas Partners is an independent firm with a sole advisor, focusing on personalized financial services.

Andrew Barker is the principal advisor at Bespoke Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with two years of industry experience. He is also the owner and president of A Textiles, Ltd., a wholesale trade company based in Charlotte, NC, which he has managed since 2013. Bespoke Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis, charting, cyclical analysis, and modern portfolio theory to manage portfolios, occasionally employing options, derivatives, and leverage in client accounts.

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.

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® professional with 15 years of industry experience. She founded Kelly Klingaman Financial Planning LLC in 2022 after previously working at DFA Securities LLC and Dimensional Fund Advisors. The firm serves individuals and families, offering comprehensive financial planning and discretionary investment management. Kelly Klingaman Financial Planning LLC utilizes an academically informed, passive, index-oriented investment approach with firm model portfolios and implements ongoing planning engagements under a subscription-style advisory model.

John Dapper is a financial advisor with Holdfast Wealth Management, LLC in Austin, TX, holding the Series 66 and Accredited Asset Management Specialist (AAMS) designations and bringing 19 years of industry experience. He has also maintained a law practice since 2013, which he occasionally uses to refer clients to his advisory firm without receiving compensation for referrals. Prior to founding Holdfast Wealth Management, he held roles at Legacy Portfolio Advisors, Raymond James & Associates, Morgan Keegan & Company, and other firms. Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, and also acts as a co-advisor to other managers. The firm focuses on customized asset allocation aligned with client goals and risk tolerance, employs fundamental analysis for security selection, and offers specialized services including retirement plan support and charitable planning.

Joshua Kocher is a financial advisor at MoveUp Financial LLC in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at AFAM Capital and Innealta Capital and currently serves as a lecturer in the finance department at The University of Texas Austin. He also leads a student investment program as CEO of Texas McCombs Investment Advisers. MoveUp Financial LLC is an independent registered investment adviser providing discretionary investment management and financial advice to individuals, high-net-worth clients, trusts, estates, and nonprofit and institutional entities. The firm employs a combination of fundamental and quantitative analysis to manage customized portfolios primarily composed of exchange-traded funds and mutual funds.

Masroor Adnan is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Financial Aurora, LLC since 2015. He has also been affiliated with IDS Life Insurance Company since 2001. Outside of his advisory work, he owns a small internet media business. Financial Aurora, LLC primarily serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by offering financial planning, investment management, and insurance services. The firm manages approximately $110 million on a discretionary basis, typically using mutual funds and ETFs, and provides ongoing portfolio supervision through a wrap-fee program.