Jeffrey Harshman is a CFP® and holds a Series 65 license, with 18 years of experience in financial advising. He has been the sole advisor at Human Financial since 2008, operating an independent firm based in Austin, TX. Human Financial is a fee-only advisory firm that offers personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes whole-client planning that incorporates clients' emotional relationships with money and employs a long-term, asset-class investment approach focused on passive index funds and ETFs.

Garrett Prom is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the sole advisor and owner of Prominent Financial Planning LLC, an independent firm he has operated since 2012. Prior to founding his firm, Garrett worked at Boston Scientific starting in 2011. Prominent Financial Planning LLC is a fee-only, solo advisory serving individual clients and families through comprehensive financial planning and portfolio management. The firm uses Modern Portfolio Theory to construct diversified portfolios primarily with low-cost index funds and ETFs, offering ongoing planning and discretionary supervision while focusing on transparent, fixed fees rather than asset-based charges.

Michael Conroy is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Argus Wealth Management in Austin, TX. He has been with Argus Wealth Management since 2013. Argus Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, charitable organizations, and business entities. The firm employs a globally diversified, long-term investment approach that incorporates core-and-satellite strategies and Modern Portfolio Theory, with an emphasis on tax-aware, low-cost solutions and the use of derivatives within separately managed accounts.

David Naworski is the sole advisor at Naworski Investments and holds a Series 65 designation with 12 years of industry experience. He has been working as an advisor since 2000. Naworski Investments provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts and pension/profit-sharing plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research and technical indicators, offering multiple defined portfolio strategies with a focus on narrowly specified stock counts and limited client customization.

I am a CERTIFIED FINANCIAL PLANNER® with a passion for helping families and professionals maximize their finances and organize money to achieve the future they want. I am also personally committed to supporting financial literacy & education for women. Outside of work, I’m a mom to two amazing kids. I've realized how valuable it is to spend time wisely and I want to give my clients the same freedom and peace of mind. As such, I work with a select number of clients each year so that you truly get personalized advice and attention. It is my goal and commitment to help you feel less chaotic and more sure of your finances!

John Gillespie is a CFP® with 24 years of experience in the financial services industry. He is the principal of Wealth Management Services of Austin, LLC and has a background that includes roles at H.D. Vest Investment Securities, Inc. since 1998 and operating his own accounting practice, Gillespie Financial Services. He also serves as president of Equi Capital Group, an investment-related financial services business. Wealth Management Services of Austin, LLC provides discretionary portfolio management and hourly financial planning primarily to individual clients, as well as charitable organizations, pension and profit-sharing plans, and private businesses. The firm’s investment approach focuses on fundamental security analysis with a long-term orientation, conducting formal reviews at least quarterly.

Jeffrey Weeks is a financial advisor with ATX Portfolio Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with ATX Portfolio Advisors since 2014. Outside of his advisory work, Weeks serves as Treasurer of the Eanes Endowment, a nonprofit supporting the local school district foundation, and is the Service Chair for the Rotary Club of Austin Westlake, where he helps coordinate service projects. ATX Portfolio Advisors provides asset management and financial planning services to individual and institutional clients, including trusts, endowments, charitable organizations, and business entities. The firm employs a tailored investment approach guided by clients’ Investment Policy Statements and incorporates modern portfolio theory, offering both wrap fee programs and institutional portfolio management.

Khadir Richie is a financial advisor at Richie Capital Group in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Richie Capital Group since its founding in 2015. Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities, and high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and private pooled investment vehicles. The firm employs an equity-oriented, bottom-up investment approach, manages a private long/short equity fund, and offers proprietary strategies tailored to client objectives.

Lily Ho is a CFP® professional with 24 years of experience in financial planning and advisory services. She is currently the sole advisor at JPL Wealth Management, an independent firm she has led since 2023. Prior to this, she worked at J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she is also involved as an independent insurance agent and a licensed real estate agent. JPL Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on customized investment policies and asset allocation with predominantly non-discretionary advisory relationships. The firm uses a combination of fundamental, technical, cyclical, and charting analysis, and occasionally employs sub-advisers through Schwab’s Managed Account programs.

Patrick Swint is the principal of Knightsbridge Ventures and holds Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at Cobalt Capital, Inc. and Academy Securities. Outside of his advisory role, Swint is involved in multiple real estate ventures, serves on nonprofit alumni boards for the University of Texas and University of Chicago in the UK, and holds board positions with financial and investment entities including a bank in Armenia and a publicly traded SPAC. Knightsbridge Ventures is an investment manager specializing in private equity real estate for accredited investors, family offices, and defined-benefit pension funds. The firm employs a combined top-down and bottom-up approach to identify opportunistic value-add real estate projects, typically with three to five-year holding periods, and offers discretionary portfolio management alongside limited private consultation.

Jeffrey Elliott is a CFP® professional with 13 years of experience in financial planning and investment management. He founded Legacy Financial Planning LLC and has prior experience at Diversify Wealth Management. Outside of his advisory work, he spent three years with SkyWest Airlines. Legacy Financial Planning LLC serves individual and institutional clients, including high-net-worth households, businesses, and nonprofit organizations. The firm offers fee-only, discretionary investment management and comprehensive financial planning, emphasizing customized, diversified portfolios built primarily with no-load mutual funds and ETFs following CFP Board practice standards.

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.

Scott Malone is a financial advisor at Rincon Wealth Management with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Wells Fargo Advisors. Outside of advising, he is an owner and investor in a Santa Barbara restaurant bar. Rincon Wealth Management provides portfolio management, financial planning, and retirement-plan participant advisory services to individuals, high-net-worth clients, plan participants, and nonprofit/religious organizations. The firm sponsors and manages pooled investment vehicles and employs a diverse investment approach that includes fundamental, quantitative, and technical analysis.

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.

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.

Matthew Gropp is a financial advisor at Vectis Capital with four years of industry experience. He holds a Series 65 designation and previously worked at MCM Wealth for five years and Blue Hall Capital LLC for eight years. Vectis Capital provides portfolio management and integrated financial planning services primarily for ultra-high-net-worth individuals and families, offering family office services and coordinating with clients’ tax, estate, and trust professionals. The firm uses a multi-disciplinary investment process and actively manages private fund activities while serving a small, focused client base.