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.

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.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

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.

Jason Traff is a CFA® charterholder with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing and holds a corporate position related to that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation strategy based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with flexibility for short-term strategies.

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.

Steven Price is a Series 65 licensed advisor with Avondale Wealth Management LLC, where he has worked for 10 years. He is also an insurance agent involved in sales and service of general lines. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and nonprofit relationships. The firm uses a dynamic, top-down multi-asset allocation strategy implemented through model portfolios and typically manages accounts on a discretionary basis.

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.

Erik Drewry is a Series 66-licensed financial advisor with Hackett Financial Group, LLC and has five years of industry experience. Prior to joining Hackett Financial Group, he worked at Trio Advisors Longview LLC and Ameriprise. Outside of his advisory role, Drewry is involved in entrepreneurial and investment-related activities including serving as owner and president of 8fold Ventures LLC and membership in the R&D technology incubator Neutron & Carbon Technologies. Hackett Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines an asset-allocation framework using low-cost ETFs and structured banknotes with fundamental, technical, and cyclical analysis, and offers separate tax preparation services.

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.

Jonathan Levy is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Brown Advisory for eight years before joining Outrunner Capital, LLC, where he has been since 2024. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities with financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis across a range of securities and manages special purpose pooled vehicles and private fund investments as part of its advisory services.

Adam Reinking is a CFP® and CFA® with 16 years of industry experience, currently serving as an advisor at Redbud Advisors since 2019. His prior experience includes roles at AdvicePeriod, LLC and Risk Paradigm Group Holdings, LLC. Outside of advisory work, he is involved in real estate development as a principal of Redbud Development Group LLC and holds a real estate broker license. Redbud Advisors is a team-based registered investment adviser managing approximately $368 million for individual and high-net-worth clients. The firm employs a planning-first investment approach emphasizing low-cost, passive index exposures, tax efficiency, and proactive asset location, while integrating real estate activities through related brokerage and private real estate investments.

Anthony Buzbee Jr. is a financial advisor with Somos Financial Partners LLC in Austin, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Somos Financial Partners, he worked at Cresa and New Regional Planning. Somos Financial Partners LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and selection-of-adviser services. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, focusing on long-term trading strategies and maintaining client-specific investment policy statements.

Itay Vinik is the managing member of Vectis Capital and holds a Series 65 designation with 13 years of industry experience. Prior to founding Vectis Capital in 2026, he worked at Equilibrium Ventures, LLC and Ace of Swords, LP, among other firms. Outside of his advisory role, Mr. Vinik holds a Texas real estate license and actively manages multi-family properties through various holding companies. Vectis Capital primarily serves ultra-high-net-worth individuals and families, offering discretionary and non-discretionary portfolio management along with financial planning. The firm employs a multi-faceted investment approach that includes quantitative, fundamental, technical, and economic analysis, and coordinates with clients’ tax, estate, and trust advisors to align investment decisions with broader wealth-transfer and after-tax goals.

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.

Mark Abraham is a financial advisor at II Technology, LLC in Austin, TX, with 11 years of industry experience. He holds a Series 65 designation and has worked at II Technology since 2015. Prior to that, he was involved with Abraham Trading Company for over two decades. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to support its quantitative, rules-based strategies focused on systematic risk management and diversification.

Dallan Maas is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with ATX Financial Planning, LLC and previously worked at U.S. Capital Wealth Advisors, LLC, Commonwealth Financial Network, and Austin Financial Partners. Maas is also involved in family farming through Maas Farming Corporation and operates a related sole proprietorship that manages agricultural leasing and marketing. ATX Financial Planning provides discretionary investment management and financial planning to individuals and high-net-worth clients, including ERISA plan services as fiduciary. The firm’s investment approach integrates fundamental and technical analysis and utilizes a range of strategies including structured-outcome ETFs, commodities, and selective use of leveraged and inverse funds for qualified clients.