Divya Chhibba is the principal advisor at Finpower, an independent financial planning firm based in Austin, TX. She holds a Series 65 designation and has seven years of industry experience. In addition to her financial advisory role, she owns and manages an event planning business, Hosted Events, LLC. Finpower serves individual investors by providing tailored financial planning and investment consultation, focusing on retirement planning, cash-flow and debt analysis, education planning, and one-time portfolio strategy. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, typically recommending diversified, low-cost index mutual funds and ETFs, and operates on a non-discretionary basis without ongoing portfolio management.

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.

Brent Little is a CFP®, PFS™, and Series 65-registered financial advisor with 17 years of industry experience. He is the sole advisor at Theory79 Wealth Design LLC in Austin, TX, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, and Odyssey Wealth Management. Theory79 Wealth Design LLC provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm combines discretionary investment management with financial planning, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios, and may use sub-advisors and turnkey asset management providers in its investment approach.

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 CFP® professional with 21 years of experience in the financial industry. He is the sole advisor at Exponential Wealth Management, LLC, an independent firm based in Austin, TX. Prior to founding Exponential Wealth Management, he worked at Global Investment Management, LLC and was an investor in Global Wealth Management, LLC until 2023. Exponential Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes a long-term buy-and-hold investment approach guided by written Investment Policy Statements and combines fundamental analysis, modern portfolio theory, and quantitative models.

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.

Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.

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 a CFP® professional with 20 years of experience in financial advising. He is the principal of Saga Financial Management, a sole-practitioner registered investment adviser based in Austin, TX. Saga Financial Management advises individuals and families, including university professors and other participants in qualified retirement plans, focusing on discretionary portfolio management and comprehensive financial planning for 403(b) and ORP retirement accounts. The firm manages approximately $95 million in assets using a blended fundamental and technical analysis approach, tailoring portfolios to clients’ goals and risk tolerance.

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.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

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.

Joshua Stivers is a financial advisor with WealthPortrait Financial, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Private Advisor Group, Cabin Securities, and Kalos Capital. Beyond advising, he has experience as an independent insurance agent and runs a vacation rental property in Breckenridge, CO. WealthPortrait Financial, LLC provides financial planning and consulting services primarily through written financial plans for individuals and certain institutional clients. The firm focuses on retirement, tax, estate, insurance, and business succession planning without managing investment portfolios or exercising investment discretion.

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.