Shawn Connolly is the principal at Connolly Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has operated Connolly Wealth Management since 2010 and concurrently leads Connolly Insurance Group, where he serves as president and insurance agent. He is also involved in trust reviews and insurance sales for CLA USA. Connolly Wealth Management is an independent, fee-based advisory firm providing discretionary portfolio management to individuals and pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offers limited-scope ERISA 3(21) fiduciary services, and regularly holds no-fee educational seminars.

George Posada is a financial advisor at J.P. Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 designations with 42 years of industry experience. He previously worked at Mutual Securities, Inc. from 2016 to 2019. J.P. Wealth Management is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and institutional clients. The firm focuses on non-discretionary portfolio management using fundamental analysis to create custom asset allocations and investment policy statements, with strategies that may include covered-call writing, mutual funds, ETFs, and alternative investments.

Lena Banks is a CFP® professional with 10 years of industry experience. She is the sole advisor at Brio Consulting, LLC, where she has worked since 2011. In addition to her advisory role, she serves as Director of Marketing for the Texas Medical Association. Brio Consulting, LLC is an independent firm offering portfolio management, financial planning, and ongoing financial coaching to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a range of investment strategies and conducts regular portfolio reviews without taking custody of client assets or exercising investment discretion.

Shankar Meganatha is a financial advisor at Esquires Group LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Cisco Systems for three years before joining Esquires Group in 2017. In addition to his advisory role, he provides management consulting services focused on data analytics to support business growth. Esquires Group offers investment advisory and portfolio management services to a diverse client base, including private individuals, high-net-worth clients, trusts, foundations, endowments, and companies. The firm uses a structured approach based on risk profiles and portfolio strategies, employing fundamental and technical analysis across various asset classes.

Jeffrey Harshman is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Human Financial since 2008 in Austin, TX. Human Financial is a fee-only independent advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment advice with an emphasis on whole-client planning and a long-term, asset-class investment approach centered on passive index funds and ETFs.

Garrett Prom is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the sole advisor and owner of Prominent Financial Planning LLC, an independent firm he has operated since 2012. Prior to founding his firm, Garrett worked at Boston Scientific starting in 2011. Prominent Financial Planning LLC is a fee-only, solo advisory serving individual clients and families through comprehensive financial planning and portfolio management. The firm uses Modern Portfolio Theory to construct diversified portfolios primarily with low-cost index funds and ETFs, offering ongoing planning and discretionary supervision while focusing on transparent, fixed fees rather than asset-based charges.

I am a CERTIFIED FINANCIAL PLANNER® with a passion for helping families and professionals maximize their finances and organize money to achieve the future they want. I am also personally committed to supporting financial literacy & education for women. Outside of work, I’m a mom to two amazing kids. I've realized how valuable it is to spend time wisely and I want to give my clients the same freedom and peace of mind. As such, I work with a select number of clients each year so that you truly get personalized advice and attention. It is my goal and commitment to help you feel less chaotic and more sure of your finances!

John Gillespie is a CFP® with 24 years of experience in the financial services industry. He is the principal of Wealth Management Services of Austin, LLC and has a background that includes roles at H.D. Vest Investment Securities, Inc. since 1998 and operating his own accounting practice, Gillespie Financial Services. He also serves as president of Equi Capital Group, an investment-related financial services business. Wealth Management Services of Austin, LLC provides discretionary portfolio management and hourly financial planning primarily to individual clients, as well as charitable organizations, pension and profit-sharing plans, and private businesses. The firm’s investment approach focuses on fundamental security analysis with a long-term orientation, conducting formal reviews at least quarterly.

Khadir Richie is a financial advisor at Richie Capital Group in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Richie Capital Group since 2015. Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities, and high-net-worth individuals, providing discretionary portfolio management through separately managed accounts and privately offered pooled investment vehicles. The firm manages a private long/short equity fund and offers proprietary strategies based on fundamental, bottom-up research to build concentrated equity portfolios designed for long-term capital appreciation.

Patrick Swint is the principal of Knightsbridge Ventures and holds Series 66, 65, and 63 licenses with 10 years of industry experience. He previously worked at Cobalt Capital, Inc. and Academy Securities and has been involved in real estate through Salsa Properties since 2000. Swint serves on nonprofit boards for the University of Texas UK Alumni Association and the University of Chicago Alumni Association UK and holds board roles with several international firms, including a commercial bank in Armenia and private equity and SPAC entities in Europe. Knightsbridge Ventures provides discretionary portfolio management and private consultation focused on private equity real estate for accredited investors, family offices, and pension funds. The firm combines top-down market analysis with bottom-up due diligence alongside local partners, targeting opportunistic value-add real estate projects with typical holding periods of three to five years.

Pamela Krueger is the sole advisor at Pamela Krueger and Company, Inc., an independent investment advisory firm based in Austin, TX. She holds a Series 65 designation and has 28 years of industry experience. Since founding her firm in 2014, she has focused on providing discretionary asset management and related planning services. Pamela Krueger and Company, Inc., operating under the dba Womanvest, serves individual clients without requiring a minimum account balance. The firm employs a combination of fundamental analysis, discounted cash flow models, and technical analysis to construct portfolios, managing accounts on a discretionary basis with written Investment Policy Statements and regular reporting.

Jeffrey Broadhurst is a CFP® and CFA® with 21 years of industry experience. He is the founder and sole advisor at Broadhurst Financial Advisors, Inc. Prior to his current role, he spent 14 years at Index Funds Advisors, Inc. Broadhurst also serves as a solicitor for Index Funds Advisors, dedicating a small portion of his time to that activity. Broadhurst Financial Advisors is an independent, single-advisor firm that provides wealth management, investment consulting, and advanced planning primarily to affluent individuals and families. The firm emphasizes globally diversified, low-cost, tax-efficient portfolios built with passive asset-class funds and offers tailored plans with a focus on high-net-worth clients.

David Eagan is the principal at Eagan Ventures LLC, an independent financial advisory firm based in Austin, TX. He holds a Series 65 credential and has five years of industry experience. Prior to founding Eagan Ventures in 2021, he worked at Vrbo Inc from 2016 through 2019. Eagan Ventures provides financial planning services primarily to individual clients, delivering comprehensive written plans, annual reviews, and hourly consultations. The firm does not manage client assets or accept discretionary authority, instead focusing on fixed and hourly planning fees and allowing clients to implement recommendations through outside custodian relationships.

Javier Cervantes Buch is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at Third Wave Capital LLC, where he has worked since 2024. Prior to this, he held roles at Duke and BCP Securities. Third Wave Capital LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporations, and other qualified entities. The firm employs a range of strategies including charting, fundamental, quantitative, and technical analysis across diverse asset classes, and offers performance-based fee arrangements and services tailored to corporate and institutional clients.

William Lo Bue is the sole advisor at Leftskewed Investment Management, LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and founded BCard LLC, a digital business card startup, which he continues to manage. Leftskewed Investment Management offers discretionary portfolio management to qualified U.S. and non-U.S. clients, employing a variety of analytic methods and trading strategies across multiple asset classes. The firm operates on a performance-based fee model and utilizes complex instruments and frequent trading strategies.

Matthew Gropp is a financial advisor at Vectis Capital with four years of industry experience. He holds a Series 65 designation and has previously worked at MCM Wealth and Blue Hall Capital LLC. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, including family office services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis and engages in private fund management and operational support, serving a small number of client households with a multi-advisor team.

Rebecca Incledon is a CFP® with three years of industry experience and currently works at Her Personal Finance in Austin, TX. She has previously held roles at Cultivating Wealth and Hemington Wealth Management, and spent several years with the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessments for individuals, business owners, and corporate clients, with a focus on high-earning professionals and executive households. The firm emphasizes comprehensive financial planning without managing client assets, offering flexible fee arrangements and incorporating both passive and active investment strategies tailored to client needs.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in Austin, TX, holding a Series 65 designation with 11 years of industry experience. He has been with KM Capital Management since 2014. KM Capital Management serves a small base of primarily high-net-worth individual clients through discretionary and non-discretionary portfolio management, sub-advisory services to a private pooled investment vehicle, and offers additional administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient exposures and leverages third-party sub-advisers and technology to support tax-aware portfolio management, with a notable role in private markets including private fund investments and direct private placements.

Chad Evans is a financial advisor with Altere Financial, LLC, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Altere Financial since 2024 and previously held roles at Cetera and as owner and president of Evans Sternau CPA, LLC, a CPA firm providing accounting and tax services. Altere Financial is a registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and wealth management services. The firm customizes investment strategies and offers access to LPL-sponsored programs and third-party managers, managing a mix of discretionary and non-discretionary client assets.

Jared McBride is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with GoalFusion Wealth Management and has prior experience at Ameriprise Financial Services. In addition to his advisory work, McBride owns and operates GoalFusion Tax Consulting LLC, providing tax planning and preparation services. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management and financial planning. The firm manages approximately $199 million and employs a blend of fundamental, quantitative, and technical analysis to create tailored investment portfolios.