James McGrath is a CFP® professional with 21 years of industry experience, operating through Financial Strategies, Inc. in Dripping Springs, TX. He has been associated with Financial Strategies, Inc. and Financial Management Group, Inc. since 1984. In addition to advisory services, he provides tax planning and preparation at the same location as his advisory business. Financial Strategies, Inc. serves individuals, trusts, estates, charities, retirement plans, and businesses, managing approximately $19.4 million in client assets. The firm employs a Core+Satellite investment approach combining passive core holdings with selected active managers and individual securities, and offers financial planning alongside investment management.

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.

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.

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.

Matthew Boutrelle is a Series 65-licensed financial advisor at Lemma Financial with one year of industry experience. Prior to his current role, he was self-employed and has worked with SolasAI and BLDS. He also has outside employment as a data-science consultant focused on algorithm assessment in regulated industries. Lemma Financial is a newly formed, fee-only registered investment adviser that plans to serve individuals, high-net-worth clients, employer retirement plans, and businesses through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s portfolio construction is based on modern portfolio theory and factor-based approaches, implemented via passive ETFs, personalized indexing, separately managed accounts, and third-party model portfolios.

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.

Noah Remmert is a financial advisor at Fieldstone Advisory LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Erben Associates and M. Holding Securities Inc. Before his advisory career, he was involved with Varsity Theatre. Fieldstone Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm tailors investment programs to client objectives and risk tolerance, employs fundamental and macroeconomic analysis, and conducts quarterly account reviews.

Roy Mullin is an investment professional with 23 years of industry experience, currently serving at Playbook Advisers LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has operated Roy Mullin Enterprises, LLC since 2005. Outside of his advisory role, he co-founded Karmic Payback, LLC, a consulting service for private companies preparing for IPOs or M&A transactions, and holds an equity interest in Lithified Technologies Texas, LLC, a company marketing road base stabilization products. Playbook Advisers LLC acts primarily as an investment manager for pooled investment vehicles and institutional-style accounts, while also providing discretionary portfolio management and financial planning services to individuals, trusts, foundations, and private businesses. The firm focuses on allocations to real estate and private equity, employing a discretionary, bottom-up investment approach that combines fundamental and technical analysis.

Levi Baker is a financial advisor at Silverhaven Strategic Wealth, LLC in Austin, TX, with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Inc. and Edward D. Jones & Co., LP. In addition to his advisory work, he practices law at Lance Kennedy Law, PLLC. Silverhaven Strategic Wealth provides discretionary portfolio management and financial consulting to individuals, families, trusts, and estates. The firm employs a disciplined, goal-oriented investment process with diversified allocations and may use listed options strategies for approved clients.

Kyle Reese is a Series 65-licensed financial advisor with Sprout Capital Management, LLC, based in Austin, TX. He has nine years of industry experience and serves as the sole advisor at Sprout Capital Management, where he has worked since 2015. Sprout Capital Management serves individual clients through personalized financial planning, consultative hourly advice, and discretionary portfolio management. The firm employs a rules-based, systematic investment approach using economic indicators, technical analysis, and a stock-selection model based on SEC filings, offering multiple program options that include concentrated stock portfolios and rotation strategies across ETFs and mutual funds.