Jennifer Failla is a CFP® professional with 19 years of industry experience. She has been with Strada Wealth Management, LLC in Austin, TX since 2008. Strada Wealth Management serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a variety of investment strategies, combining charting, fundamental, and technical analysis, and emphasizes client education and flexible fee arrangements.

Spencer Wright is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Halbert Wealth Management since 1999 and previously spent three years at Pensionmark Financial Group. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while also supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, offering both discretionary and non-discretionary programs, including a proprietary long/short strategy known as HWM Alpha Advantage.

Marie Freemyer is a CFP® professional with 12 years of experience in the financial services industry. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of her advisory role, she manages several long-term and vacation residential rental properties in Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wrap asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs proprietary asset-allocation models and operates a wrap fee program, managing approximately $409 million in assets for about 667 clients.

Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he is the president and CEO of Monaco Car Club, an exotic car share business, and serves as board member and treasurer for the Down Syndrome Association of Central Texas as well as a board member for the Parkside Mueller Board. Carlin Wealth Management Group, LLC is an SEC-registered adviser providing discretionary and non-discretionary managed accounts and financial planning to individuals and high-net-worth clients. The firm utilizes model-based portfolios focusing on ETFs and equities from third-party money managers, employing strategies including asset allocation and dollar-cost averaging, with an emphasis on risk screening and orderly trade execution.

Christopher Vasquez is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc. in Austin, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Lucien, Stirling & Gray Advisory Group since 2014. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on mutual-fund-based asset allocation models and prefers intermediate- to long-term buy-and-hold strategies, emphasizing cost-efficient mutual fund share class selection.

David Pizzi is a financial advisor at EliteGate Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining EliteGate, he worked at First Republic Bank and was involved with two private companies, Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth provides discretionary wealth management and financial planning services to individuals and high-net-worth clients, using model portfolios primarily composed of low-cost mutual funds, ETFs, individual equities, and bonds. The firm follows a fiduciary duty and a primarily long-term investment approach informed by fundamental and cyclical analysis.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Coffelt is an advisor at Empiric Advisors, Inc. in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Texas Capital, Inc. since 2001 and First Austin Capital Management, Inc. since 1987. He is also president of Empiric Advisors, Inc., which manages the Empiric Core Equity Funds. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts, serving individual and high-net-worth clients with long-only equity strategies. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.

Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

Sharon Lear is a CFP® and holds a Series 65 license with 13 years of experience in the financial industry. She has been with Guideway Financial, LLC since 2013. She also provides advice on various insurance products, although she does not sell insurance. Guideway Financial is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach using diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

Hasan Iqbal is a CFA® charterholder with one year of experience at Elitegate Wealth, LLC. Prior to joining Elitegate, he worked for 15 years at MCB Bank Limited. He also serves as a substitute teacher with the Pflugerville Independent School District. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients, using model portfolios focused on low-cost mutual funds, ETFs, individual equities, and bonds. The firm operates as a fiduciary with a long-term investment approach informed by fundamental and cyclical analysis.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

Lee Yeow David Teo is a financial advisor with Real Advisers LLC RIA Series, holding a Series 65 designation and four years of industry experience. He previously worked at Analog Capital Partners LLC and has an ongoing role at Merlion Investments, LLC. Outside of his advisory work, he owns a real estate investing company focused on single-family homes and participates as a limited partner in syndicated commercial real estate deals. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational seminars to individuals, small businesses, and pooled-vehicle investors. The firm employs a long-only, value-oriented investment approach with an emphasis on real estate-related securities and manages both separately managed accounts and private real-estate focused funds.

Eswar Menon is a financial advisor at Empiric Institutional in Austin, TX, holding a Series 65 license with 18 years of industry experience. He worked at Harper Capital Management, LLC from 2018 to 2024 and was self-employed from 2016 to 2018. He serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises India-based Sameeksha Capital in a research and recommendation capacity. Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth individuals, and institutional clients. The firm employs proprietary, quantitatively driven equity strategies incorporating fundamental analysis, a QEV scoring process, and a qualitative overlay, typically managing concentrated portfolios with long expected holding periods.

Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Brian Halbert is a Series 66 licensed financial advisor with 12 years of industry experience. He is the managing partner of Brian Halbert & Associates, LLC, a separate business where he provides managerial duties. Halbert previously worked at Merrill and Pensionmark Financial Group before joining Halbert Wealth Management, Inc. in 2025. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities. The firm supports other advisers by identifying and referring investment strategies and emphasizes active money management and risk management through various tactical approaches and proprietary strategies.