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.

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.

Harold Peterson is a financial advisor at Mission Hill Advisors, LLC in Austin, TX, with 24 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Castle Hill Advisors, LLC and Cpwm, LLC. Outside of his advisory role, he serves on multiple investment committees and boards, including the University of Texas at Austin McCombs School of Business Advisory Council, The Seton Fund, the Austin Community Foundation, and Tarrytown United Methodist Church. Mission Hill Advisors is an independent investment adviser managing approximately $137 million for family offices, high-net-worth individuals, endowments, foundations, and select charitable and corporate clients. The firm combines fundamental analysis with modern portfolio theory to construct strategic asset allocations and offers discretionary asset management alongside fee-based investment consulting with an emphasis on institutional-style analysis and fiduciary support.

Clifton Myers is the principal advisor at Clifton Myers Financial Advisory in Round Rock, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2004. In addition to his advisory work, Myers owns and operates a tax preparation practice, completing approximately 100 returns annually during tax season. He is also a 50% owner and officer of Kaleidoscope Toys, Inc., though he has no active duties there. Clifton Myers Financial Advisory provides investment management and financial planning services primarily to individual clients, using a model-driven investment approach that incorporates economic and technical analysis. The firm combines advisory services with insurance sales and in-house tax preparation, managing discretionary accounts with a focus on exchange-traded funds but also employing a range of securities including derivatives and leverage.

Jeffrey Broadhurst is a CFP® and CFA® with 21 years of industry experience. He is the founder and sole advisor at Broadhurst Financial Advisors, Inc. Prior to his current role, he spent 14 years at Index Funds Advisors, Inc. Broadhurst also serves as a solicitor for Index Funds Advisors, dedicating a small portion of his time to that activity. Broadhurst Financial Advisors is an independent, single-advisor firm that provides wealth management, investment consulting, and advanced planning primarily to affluent individuals and families. The firm emphasizes globally diversified, low-cost, tax-efficient portfolios built with passive asset-class funds and offers tailored plans with a focus on high-net-worth clients.

David Eagan is the principal at Eagan Ventures LLC, an independent financial advisory firm based in Austin, TX. He holds a Series 65 credential and has five years of industry experience. Prior to founding Eagan Ventures in 2021, he worked at Vrbo Inc from 2016 through 2019. Eagan Ventures provides financial planning services primarily to individual clients, delivering comprehensive written plans, annual reviews, and hourly consultations. The firm does not manage client assets or accept discretionary authority, instead focusing on fixed and hourly planning fees and allowing clients to implement recommendations through outside custodian relationships.

Anna Popke is a financial advisor at Majestic Oak Financial, LLC in Round Rock, TX, holding CFP® and Series 65 credentials with 21 years of industry experience. She has been with Majestic Oak Financial since 2004. Outside of her advisory work, she is a partner in privately-owned LLCs involved in residential and commercial real estate rentals. Majestic Oak Financial provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs with periodic rebalancing, and offers educational seminars and community finance classes.

Scott Wallace is a CFP® professional with 11 years of experience in financial advising. He has worked at Thrifty Scotty Financial, LLC since 2018 and previously spent two years at Ameriprise Financial Services Inc. Although licensed to sell life and health insurance, he is not currently affiliated with any insurance organizations and does not offer insurance products to clients. Thrifty Scotty Financial, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction primarily on a non-discretionary basis, using index mutual funds and ETFs, and employs a flat-fee advisory model with project-based or hourly planning arrangements.

Samuel Yamthe is the founder and sole advisor at ISF Advisory, LLC, holding a Series 65 designation with four years of industry experience. Prior to establishing ISF Advisory in 2021, he founded and has served as president of Applied Network Security since 2003, a security consulting and engineering firm. He is also president of AFTV Five, a nonprofit organization providing video production and training services to other nonprofits and small businesses. ISF Advisory offers investment advisory and market-research services to institutional and business clients, emphasizing research-driven, customized investment strategies and flexible consulting arrangements. The firm integrates traditional investment management with insurance and educational services, focusing on market entry and business development.

Javier Cervantes Buch is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at Third Wave Capital LLC, where he has worked since 2024. Prior to this, he held roles at Duke and BCP Securities. Third Wave Capital LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporations, and other qualified entities. The firm employs a range of strategies including charting, fundamental, quantitative, and technical analysis across diverse asset classes, and offers performance-based fee arrangements and services tailored to corporate and institutional clients.

William Lo Bue is the sole advisor at Leftskewed Investment Management, LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and founded BCard LLC, a digital business card startup, which he continues to manage. Leftskewed Investment Management offers discretionary portfolio management to qualified U.S. and non-U.S. clients, employing a variety of analytic methods and trading strategies across multiple asset classes. The firm operates on a performance-based fee model and utilizes complex instruments and frequent trading strategies.

Dah Chin Chi is a financial advisor at TNT Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Celerity Advisors, LLC, VOYA Financial Advisors, and CHI Financial Group. He is also an independent insurance agent specializing in fixed insurance products. TNT Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities. The firm uses SEI’s Managed Accounts Program and a combination of fundamental, technical, and charting analyses to manage client portfolios.

Rebecca Incledon is a CFP® and Series 65 professional with two years of industry experience. She currently works at Her Personal Finance and previously held roles at Cultivating Wealth, Hemington Wealth Management, and the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, focusing on high-earning professionals and executive households. The firm emphasizes comprehensive planning without managing client assets or charging fees based on assets under management, offering flexible engagement options including hourly and subscription fees.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in Austin, TX, holding a Series 65 designation with 11 years of industry experience. He has been with KM Capital Management since 2014. KM Capital Management serves a small base of primarily high-net-worth individual clients through discretionary and non-discretionary portfolio management, sub-advisory services to a private pooled investment vehicle, and offers additional administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient exposures and leverages third-party sub-advisers and technology to support tax-aware portfolio management, with a notable role in private markets including private fund investments and direct private placements.

John Koshy is a financial advisor with Symphony Retirement Partners LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Symphony Retirement Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and non-discretionary accounts.

Chad Evans is a financial advisor with Altere Financial, LLC, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Altere Financial since 2024 and previously held roles at Cetera and as owner and president of Evans Sternau CPA, LLC, a CPA firm providing accounting and tax services. Altere Financial is a registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and wealth management services. The firm customizes investment strategies and offers access to LPL-sponsored programs and third-party managers, managing a mix of discretionary and non-discretionary client assets.

Mark Ward is a CFP® and ChFC® with 25 years of industry experience, currently serving at Lucien, Stirling & Gray Advisory Group Inc since 2002. He previously worked at Lucien, Stirling & Gray Financial Corporation from 1999 to 2017. Outside of his advisory role, he is the owner and president of A-WARD ASSETS, LLC, a business involved in managing residential real estate properties. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a buy-and-hold strategy and manages approximately $130.9 million in client assets.

Jared McBride is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with GoalFusion Wealth Management and has prior experience at Ameriprise Financial Services. In addition to his advisory work, McBride owns and operates GoalFusion Tax Consulting LLC, providing tax planning and preparation services. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management and financial planning. The firm manages approximately $199 million and employs a blend of fundamental, quantitative, and technical analysis to create tailored investment portfolios.

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

Erik Anderson is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He is the sole advisor at Atlasmark Financial, Inc., where he has worked since 2010. Prior to that, he was affiliated with Securities America, Inc. and has served as a consultant for Employee Incentive Plans, Inc. Anderson is also a non-practicing Certified Public Accountant and a member of the Serving Grace Foundation, a private charitable organization. Atlasmark Financial provides personalized asset and portfolio management services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach is based on fundamental analysis and tailored to each client’s risk profile, with a focus on diversified mutual fund and ETF allocations executed through an institutional custody platform.