Michael Harris is a financial advisor at Emory Wealth LLC in Austin, TX, with nine years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones, Ironoak Wealth LLC, Vital Capital LLC, and EntreWealth, LLC. In addition to his advisory role, he also operates as an independent insurance agent. Emory Wealth LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary asset management and financial planning, constructing portfolios tailored to clients’ goals using fundamental, technical, charting, and cyclical analyses, and occasionally employing options and various investment strategies. The firm may recommend third-party investment managers and offers ERISA retirement plan services as a limited-scope 3(21) fiduciary.

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.

Steven Guzman is the president and sole advisor at Guzman Wealth Management in Austin, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in financial services, insurance, and mortgage lending since 2010. In addition to his advisory role, he owns an experimental software development company, Nimbul, LLC. Guzman Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, financial planning, retirement plan consulting, and tax preparation services. The firm’s investment approach combines fundamental and technical analysis with Modern Portfolio Theory, managing accounts primarily on a non-discretionary basis.

Keith Schnelle is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has been with Solutia Global, LLC since 2013 and also maintains a longstanding affiliation with Lloyd’s of London. His background includes sales and servicing of life, health, and disability insurance through various independent companies since 1980. Solutia Global is a single-advisor registered investment adviser that serves accredited and high-net-worth clients, including U.S. citizens abroad, foreign nationals with U.S. tax obligations, foundations, and closely held businesses. The firm focuses on comprehensive financial planning and consulting with an emphasis on international asset protection, estate planning, and introductions to institutional third-party investment managers.

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.

Matthew Reading is a financial advisor with MTR Advisory Services, Inc. in Austin, TX, holding a Series 63 designation and 23 years of industry experience. He previously worked at Mtr Consulting, Inc. for 24 years before joining MTR Advisory Services in 2026. MTR Advisory Services is an independent investment adviser serving individual investors, including high-net-worth clients, with discretionary investment management and portfolio construction. The firm emphasizes tailored, diversified portfolios and regular account reviews, generally seeking discretionary trading authority while applying a written Code of Ethics and using publicly available research and third-party analysis.

William Hawes is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Candor Asset Advisors, LLC since 2016. The firm manages approximately $15.8 million for around 36 clients, offering asset management, financial planning, and consulting services for both taxable and retirement accounts. Candor employs a fundamental, bottom-up approach with model portfolios that include equity, ETFs, REITs, and limited option strategies. The firm also serves corporate pension and profit-sharing plans and supports held-away employer accounts through a third-party platform, which is less common for firms of its size.

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.

Michael Conroy is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Argus Wealth Management in Austin, TX. He has been with Argus Wealth Management since 2013. Argus Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, charitable organizations, and business entities. The firm employs a globally diversified, long-term investment approach that incorporates core-and-satellite strategies and Modern Portfolio Theory, with an emphasis on tax-aware, low-cost solutions and the use of derivatives within separately managed accounts.

David Naworski is the sole advisor at Naworski Investments and holds a Series 65 designation with 12 years of industry experience. He has been working as an advisor since 2000. Naworski Investments provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts and pension/profit-sharing plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research and technical indicators, offering multiple defined portfolio strategies with a focus on narrowly specified stock counts and limited client customization.

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.

Jeffrey Weeks is a financial advisor with ATX Portfolio Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with ATX Portfolio Advisors since 2014. Outside of his advisory work, Weeks serves as Treasurer of the Eanes Endowment, a nonprofit supporting the local school district foundation, and is the Service Chair for the Rotary Club of Austin Westlake, where he helps coordinate service projects. ATX Portfolio Advisors provides asset management and financial planning services to individual and institutional clients, including trusts, endowments, charitable organizations, and business entities. The firm employs a tailored investment approach guided by clients’ Investment Policy Statements and incorporates modern portfolio theory, offering both wrap fee programs and institutional portfolio management.

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.

Lily Ho is a CFP® professional with 24 years of experience in financial planning and advisory services. She is currently the sole advisor at JPL Wealth Management, an independent firm she has led since 2023. Prior to this, she worked at J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she is also involved as an independent insurance agent and a licensed real estate agent. JPL Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on customized investment policies and asset allocation with predominantly non-discretionary advisory relationships. The firm uses a combination of fundamental, technical, cyclical, and charting analysis, and occasionally employs sub-advisers through Schwab’s Managed Account programs.

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.

Jeffrey Elliott is a CFP® professional with 12 years of experience in financial planning. He operates as the sole advisor at Jeff Elliott, CFP®, an independent firm. Prior to his advisory career, he worked for three years at SkyWest Airlines. Jeff Elliott, CFP® provides fee-only financial planning and discretionary investment management primarily to individual households, including clients with higher investable assets. The firm constructs customized portfolios emphasizing no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on intermediate to long-term horizons.

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.