David Pizzi is a financial advisor at Elitegate Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at First Republic Bank, APS Payroll, and entrepreneurial ventures in marketing and home services. EliteGate Wealth provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high net worth clients, focusing on long-term investment strategies with occasional use of alternative investments for qualified investors.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Coffelt is an advisor at Empiric Advisors, Inc. in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Texas Capital, Inc. since 2001 and First Austin Capital Management, Inc. since 1987. He is also president of Empiric Advisors, Inc., which manages the Empiric Core Equity Funds. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts, serving individual and high-net-worth clients with long-only equity strategies. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.

Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

Hasan Iqbal is a CFA® charterholder currently with Elitegate Wealth, LLC and has one year of experience in the financial advisory industry. Prior to joining Elitegate Wealth, he spent 15 years at MCB Bank Limited. Outside of his advisory role, he works as a substitute teacher with PFISD. Elitegate Wealth provides wealth management, discretionary portfolio management, and financial planning services to individuals and high net worth clients. The firm focuses on long-term model portfolios with fundamental and cyclical analysis and occasionally uses alternative investments for qualified investors.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.

Jordan Benold is a CFP® professional with six years of industry experience. He has worked at Benold Financial Planning since 2019 and previously at the Federal National Mortgage Association from 2015 to 2019. Benold Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts on a discretionary basis through customized plans or model allocations tailored to clients’ goals and risk tolerance.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

Lee Yeow David Teo is a financial advisor at Real Advisers LLC RIA Series with three years of industry experience. He holds a Series 65 designation and has worked at Analog Capital Partners LLC since 2021 and Merlion Investments, LLC since 2014. Outside of his advisory role, he owns a real estate investing company focused on single-family homes and participates as a limited partner in syndicated commercial real estate deals. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors. The firm specializes in real estate-focused investments using a long-only, value-oriented, bottom-up approach that combines fundamental and technical analysis.

Eswar Menon is a financial advisor at Empiric Institutional in Austin, TX, holding a Series 65 license with 18 years of industry experience. He worked at Harper Capital Management, LLC from 2018 to 2024 and was self-employed from 2016 to 2018. He serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises India-based Sameeksha Capital in a research and recommendation capacity. Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth individuals, and institutional clients. The firm employs proprietary, quantitatively driven equity strategies incorporating fundamental analysis, a QEV scoring process, and a qualitative overlay, typically managing concentrated portfolios with long expected holding periods.

Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

Andrew Kerai is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Bearing Financial Advisors, LLC and Capital Ideas, with prior experience at RiverNorth Capital Management, LLC. Outside of his advisory roles, he is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and a CFA instructor. 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, managing over $89 million in discretionary assets with a range of factor-driven equity models and tax-aware portfolio strategies.

Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Brian Halbert is a Series 66 licensed financial advisor with 12 years of industry experience. He is the managing partner of Brian Halbert & Associates, LLC, a separate business where he provides managerial duties. Halbert previously worked at Merrill and Pensionmark Financial Group before joining Halbert Wealth Management, Inc. in 2025. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities. The firm supports other advisers by identifying and referring investment strategies and emphasizes active money management and risk management through various tactical approaches and proprietary strategies.

Clayton Ripley is a financial advisor at Town Lake Capital Management with 16 years of industry experience. He holds a Series 65 designation and has held management roles at Holt Wind Resources and BGCP Holdings I GP, LLC, among others. Outside of his advisory work, he serves as a manager at Holt Wind Resources and oversees family investment activities through Ripley Family Investments LLC. Town Lake Capital Management provides discretionary investment management to foundations, endowments, family offices, high-net-worth individuals, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research and manages portfolios primarily in publicly traded equities, mutual funds, and ETFs.

Shane Morrow is a CFP® professional with 21 years of experience in financial advising. He is the principal at IronBridge Wealth Counsel, LLC, where he has worked since 2016, and has prior experience with firms including Lincoln Financial Advisors and SagePoint Financial, Inc. Outside of his advisory role, he consults on technology products for Helicon Capital Partners. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profit organizations, corporations, and other business entities. The firm focuses on fee-for-service planning and paraplanning, employing methods such as fundamental analysis and modern portfolio theory, and operates without managing client investment accounts or exercising investment discretion.

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.

Quinc Pearcy is a financial advisor at Fort Advisors Inc with 12 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2019, following three years at CoreCap Advisors, as well as owning Pearcy Retirement Solutions. Outside of financial advising, he is a partial owner of HCAA, LLC, a physical therapy company where he manages payments and payroll. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, utilizing multiple investment methods and commonly recommending third-party money managers while maintaining oversight and personalized investment policies.