I am the CEO and Founder of Momentum Private Wealth Management. Founded in 2019, Momentum Private Wealth is an Austin Texas based, independent fee-only wealth management firm. I have over 20 years experience working in the financial investment and planning industry. I first began my career in finance by joining one of the biggest mutual fund companies in the world in a customer service role, and as they say, it was all downhill from there. I quickly moved into more seasoned roles, and with a location change to the San Francisco Bay Area, I moved into the Private Wealth Management side of the business. It was there I found my true love for helping individuals with their wealth management and financial planning needs. Over the next 10 years I had the opportunity to work for two smaller RIA firms where I eventually decided to start my own firm here in the heart of Austin, Texas. The core focus of Momentum Private Wealth Management is to provide transparent and focused investment and financial planning services to individuals and families who are looking to demystify the world of finance. I graduated from the University of California Santa Cruz in 2004 and I obtained the CERTIFIED FINANCIAL PLANNER™ designation in August of 2011.

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.

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.

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.

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.

Joshua Stivers is a financial advisor with WealthPortrait Financial, LLC in Austin, TX, holding Series 63 and Series 65 licenses and over 16 years of industry experience. His prior roles include positions at Cabin Securities Inc., Kalos Capital, and Global Financial Private Capital. He is also involved with Platinum Wealth Advisory, an independent insurance agency offering fixed annuities and life insurance. WealthPortrait Financial, LLC provides financial planning and consulting services to individuals and certain institutional clients, focusing on written financial plans rather than discretionary portfolio management. The firm emphasizes detailed personal and financial data collection to address retirement, tax, estate, insurance, and business succession planning.

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® with 14 years of industry experience and is the principal of Kelly Klingaman Financial Planning LLC in Austin, TX. She previously worked at DFA Securities LLC and Dimensional Fund Advisors, where she spent over a decade. Her firm provides ongoing financial planning and discretionary investment management for individuals and families, along with limited-scope hourly planning engagements. The investment approach focuses on passive, index-based model portfolios grounded in academic research and implemented through customized Investment Policy Statements, with an emphasis on systematic management including rebalancing and tax-loss harvesting. The firm also offers educational seminars on topics such as employee stock compensation and retirement strategies, operating under a subscription-style annual advisory arrangement with a small client roster for frequent access and updates.

Karen Collins is a CFP® and Series 63 licensed financial advisor with two years at Three-Sixty Wealth Management, LLC and prior experience at Fidelity Investments and the U.S. Treasury Department. She is the managing member of Three-Sixty Wealth Management and serves as a director of two nonprofit foundations focused on animal welfare and scholastic achievement. Three-Sixty Wealth Management is an independent registered investment adviser offering investment management, portfolio design, and financial planning services. The firm serves individuals, trusts, charitable organizations, and corporate entities using a multi-disciplinary investment approach that incorporates quantitative and qualitative analysis, asset allocation, and ongoing portfolio monitoring.

John Dapper is the principal of Holdfast Wealth Management, LLC, an independent registered investment adviser based in Austin, TX. He holds the Series 66 and Accredited Asset Management Specialist (AAMS) designations and has 19 years of industry experience. In addition to his advisory role, Mr. Dapper operates the Law Office of John Dapper, where he practices law and occasionally refers clients to his investment advisory firm without compensation. Holdfast Wealth Management serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, and frequently uses co-advisory and sub-advisor arrangements to implement strategies.

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.

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.

Michael Knipstein is a financial advisor at OnPoint Financial Advice, LLC with one year of industry experience. Prior to entering the financial advisory field, he worked with Williamson County EMS in Texas for nine years. OnPoint Financial Advice, LLC provides comprehensive financial planning and consulting services to individual clients. The firm uses fundamental analysis and modern portfolio theory to develop long-term investment strategies but does not manage client assets, instead offering advice on a project or hourly basis without ongoing account management.

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.

Helping Widowed Women Find Financial Peace _____ My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain… I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies. Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family. Why I Share This With You _____ This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother. It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.

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.

Jason Self is a CFP® and CFA® charterholder with 11 years of industry experience. He has been the principal of Resonance Financial, LLC since 2014. Resonance Financial provides asset management, financial planning, and consulting services focused on retirement planning for high-net-worth individuals, trusts, foundations, endowments, and other charitable or institutional clients. The firm emphasizes fundamental analysis to create customized portfolios and offers both discretionary and non-discretionary management while coordinating with clients’ other advisors on tax and estate matters.