Matthew Reading is a financial advisor with MTR Advisory Services, Inc. in Austin, TX, holding a Series 63 designation and 23 years of industry experience. He previously worked at Mtr Consulting, Inc. for 24 years before joining MTR Advisory Services in 2026. MTR Advisory Services is an independent investment adviser serving individual investors, including high-net-worth clients, with discretionary investment management and portfolio construction. The firm emphasizes tailored, diversified portfolios and regular account reviews, generally seeking discretionary trading authority while applying a written Code of Ethics and using publicly available research and third-party analysis.

Lena Banks is a CFP® professional with 10 years of industry experience. She is the sole advisor at Brio Consulting, LLC, where she has worked since 2011. In addition to her advisory role, she serves as Director of Marketing for the Texas Medical Association. Brio Consulting, LLC is an independent firm offering portfolio management, financial planning, and ongoing financial coaching to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a range of investment strategies and conducts regular portfolio reviews without taking custody of client assets or exercising investment discretion.

William Hawes is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Candor Asset Advisors, LLC since 2016. The firm manages approximately $15.8 million for around 36 clients, offering asset management, financial planning, and consulting services for both taxable and retirement accounts. Candor employs a fundamental, bottom-up approach with model portfolios that include equity, ETFs, REITs, and limited option strategies. The firm also serves corporate pension and profit-sharing plans and supports held-away employer accounts through a third-party platform, which is less common for firms of its size.

Shankar Meganatha is a financial advisor at Esquires Group LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. Prior to founding Esquires Group in 2017, he worked at Cisco Systems for three years. In addition to his advisory work, he provides management consulting services in data analytics to assist companies in business growth. Esquires Group offers investment advisory and portfolio management services to private individuals, high-net-worth clients, trusts, foundations, endowments, and companies. The firm utilizes a range of strategies tailored to client risk profiles, combining fundamental and technical analysis across diverse asset classes, and provides both managed portfolios and consulting engagements.

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.

Hyunjun Lee is a financial advisor at RootN Wealth Management, Inc. based in Austin, TX. He holds a Series 65 designation and has been with the RootN firms since 2017. Prior to that, he was not employed in the financial industry. RootN Wealth Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm combines fundamental analysis, modern portfolio theory, and quantitative techniques with a focus on equities and a long-term trading approach.

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.