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.

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 the sole advisor at Saga Financial Management in Austin, TX, holding the CFP® designation with 21 years of industry experience. His prior work includes roles at Sawtell Financial Management and Ameriprise. Saga Financial Management is an independent registered investment adviser serving individuals and families, particularly university professors and participants in qualified retirement plans. The firm focuses on discretionary portfolio management and comprehensive financial planning with expertise in 403(b) and ORP retirement accounts, managing approximately $95 million in assets through a blended fundamental and technical analysis approach.

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.

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.

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.

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.

Karen Collins is a CFP® and holds a Series 63 license with over one year of industry experience. She is the managing member of Three-Sixty Wealth Management, LLC and has prior experience at Fidelity Investments and the U.S. Treasury Department. Collins is also a director of two nonprofit organizations focused on animal welfare and scholastic achievement. Three-Sixty Wealth Management, LLC offers investment management, portfolio design, and wealth advisory services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-disciplinary investment approach involving quantitative and qualitative analysis, asset allocation, and a combination of ETFs, mutual funds, fixed income, and options, with ongoing portfolio monitoring and rebalancing.

John Dapper is a financial advisor with Holdfast Wealth Management, LLC in Austin, TX, holding the Series 66 and Accredited Asset Management Specialist (AAMS) designations and bringing 19 years of industry experience. He has also maintained a law practice since 2013, which he occasionally uses to refer clients to his advisory firm without receiving compensation for referrals. Prior to founding Holdfast Wealth Management, he held roles at Legacy Portfolio Advisors, Raymond James & Associates, Morgan Keegan & Company, and other firms. Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, and also acts as a co-advisor to other managers. The firm focuses on customized asset allocation aligned with client goals and risk tolerance, employs fundamental analysis for security selection, and offers specialized services including retirement plan support and charitable planning.

Joshua Kocher is a financial advisor at MoveUp Financial LLC in Austin, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at AFAM Capital and Innealta Capital and currently serves as a lecturer in the finance department at The University of Texas Austin. He also leads a student investment program as CEO of Texas McCombs Investment Advisers. MoveUp Financial LLC is an independent registered investment adviser providing discretionary investment management and financial advice to individuals, high-net-worth clients, trusts, estates, and nonprofit and institutional entities. The firm employs a combination of fundamental and quantitative analysis to manage customized portfolios primarily composed of exchange-traded funds and mutual funds.

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.

Matthew Boutrelle is a Series 65-licensed financial advisor at Lemma Financial with one year of industry experience. Prior to his current role, he was self-employed and has worked with SolasAI and BLDS. He also has outside employment as a data-science consultant focused on algorithm assessment in regulated industries. Lemma Financial is a newly formed, fee-only registered investment adviser that plans to serve individuals, high-net-worth clients, employer retirement plans, and businesses through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s portfolio construction is based on modern portfolio theory and factor-based approaches, implemented via passive ETFs, personalized indexing, separately managed accounts, and third-party model portfolios.

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.