John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.

Scott Goeke is a financial advisor at Growth Horizons Wealth Management LLC in Georgetown, TX. He holds a Series 65 designation and joined the firm in 2026. Prior to entering the financial services industry, his work experience includes roles at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-specific investment approach that combines asset allocation, passive and active strategies, and third-party models with tax-aware rebalancing.

Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.

Julia Lorenz Olson is a CFP® and Series 65-registered advisor with one year of experience, currently serving clients at Solstice Wealth in Austin, TX. She previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm uses a primarily passive investment approach built with index mutual funds and ETFs, offering tailored portfolios and continuous advice while clients or outside managers retain final trading authority.

Philip Olson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Solstice Wealth in Austin, TX. His prior work includes roles at The Art of Finance, LLC, Ameritas Investment Company, LLC, and New England Securities. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offering tailored portfolios and ongoing planning across retirement, tax, estate, cash-flow, and insurance topics, with most assets managed on a non-discretionary basis.

Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.

William Snyder is a financial advisor at KConnally Strategies, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked at several firms including Ernst & Young Investment Advisers LLP, Kestra Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as an operations manager for Lend-Creek, a non-investment-related business. KConnally Strategies offers discretionary and non-discretionary asset management and financial consulting tailored to individual clients, with an investment approach that includes fundamental and technical analysis, option strategies, and tax-aware rebalancing. The firm retains the authority to appoint sub-advisors and provides periodic account reviews, emphasizing documented client goals and risk tolerances.

Kathryn Moreno is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Bearing Financial Advisors, LLC since 2014 and previously at Calton & Associates, Inc. from 2016 to 2019. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and manages several factor-driven equity models while integrating tax-aware strategies and active versus passive considerations.

Paul Courtney is a CFA® charterholder with nine years of industry experience. He has worked at SpringTide Partners since 2017 and previously spent time at Foster Bridge Partners and Harmonic Capital, LLC. He serves as a managing member of SpringTide Partners. SpringTide Partners provides investment advisory services to individual clients, including high-net-worth households, as well as other investment advisers, institutional investors, and similar entities. The firm emphasizes tailored portfolios, active risk management, and combines fundamental and technical analysis within strategic and tactical asset-allocation frameworks.

Kevin Davis is a financial advisor with Davis & Wehrle, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Davis & Wehrle since 2006. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.

Jack Boyd is a financial advisor at Boyd Financial Strategies, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at TJX Companies and Boyd Marine Service. Outside of his advisory role, he is involved in insurance sales and service, assisting clients with fixed rate annuity products. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts, typically with assets ranging from $500,000 to $20 million. The firm provides comprehensive financial planning and investment management using a risk-conscious, top-down approach that integrates fundamental, technical, and charting analysis.

David Bull is a financial advisor at Ark Wealth Management in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several related firms, including Oakwell Private Wealth Management. Outside of his advisory role, he owns and operates Ark Insurance Group and Ark Family Office, which provide insurance and family office consulting services. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension or profit-sharing plans. The firm offers discretionary portfolio management using a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, supported by client-specific investment policy statements and an online model portfolio program called Ark Academy.

Scott Brischke is a CFP® with 27 years of experience in the financial services industry. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of his advisory role, he serves as CFO of Roof Joker, a residential roofing business in Leander, Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wrap asset management, financial planning, and related consulting services. The firm uses proprietary asset-allocation models and a wrap fee program to manage approximately $409 million in assets for about 667 clients.

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. He has been with Integrated Wealth Strategies since 2013. Outside of advisory work, he has served as an analyst in a non-investment-related capacity within the firm. Integrated Wealth Strategies serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business owners with comprehensive financial planning and discretionary portfolio management. The firm employs a written investment policy statement for each client and combines asset allocation, fundamental, technical, and cyclical analysis with modern portfolio theory in portfolio construction and monitoring.

Chalu Harden is a financial advisor at 57 West Capital Advisors, Inc. with three years of industry experience. They hold a Series 63 designation and have been with 57 West Capital Advisors since 2021. Outside of advising, Harden owns Harden House & Harden House Consulting, a hospitality business operating short-term rentals, and is involved as a real estate broker with Love My City LLC. 57 West Capital Advisors specializes in discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold strategy using a proprietary selection process and offers services to non-U.S. clients through an offshore affiliate.

Luis Giraldo is a financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 57 West Capital, he worked at Treis Investments Inc. and spent 18 years at Intelligraphics Inc. He serves as president of Treis Investments Inc. and Innovated Freezing Systems S.A.S., a company in Guayaquil, Ecuador. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, emphasizing long-term, buy-and-hold strategies with concentrated positions and a proprietary selection process. The firm also supports non-U.S. clients through an offshore affiliate and discloses predecessor and performance results in client materials.

Nicholas Munoz is a financial advisor at Ironoak Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Stonewater Wealth Management Inc. and Erben Associates, LLC. Munoz is also a managing member and insurance agent at Ironoak Partners, LLC, where he provides insurance services and account management. IronOak Wealth offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm employs a tailored investment approach that incorporates fundamental, technical, and cyclical analysis, and distinguishes itself with fixed-fee comprehensive planning and fiduciary retirement plan services.

Karl Van Reusen is a CFP® with 13 years of industry experience, currently serving as an advisor at Boyce & Associates Wealth Consulting, Inc. He previously worked at Edward Jones from 2014 to 2018 and has been with BKA Wealth Consulting, Inc. since 2018. Outside of his advisory role, he is an independent licensed insurance agent who occasionally offers insurance products to clients. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers comprehensive services including retirement plan advisory, business valuation, and insurance solutions.

Kelly Mcgrath is a financial advisor at Ironoak Wealth with 15 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Stonewater Wealth Management, Erben Associates, and M Holdings Securities. Outside of financial advising, she is involved with Golf Apparel, LLC, where she serves as a bookkeeper and accountant. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis, often utilizing sub-advisors while maintaining oversight, and offers fiduciary services for retirement plans.

Philip Capriotti Jr. is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Foundations Investment Advisors LLC and has been with Donato Wealth Management, PLLC dba Empower Wealth Management since 2019. Capriotti is also involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, providing insurance product solutions. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses written financial plans, ongoing portfolio supervision, and third-party model portfolios to tailor asset allocation and investment strategies.