Jennifer Failla is a CFP® professional with 19 years of industry experience. She has been with Strada Wealth Management, LLC in Austin, TX since 2008. Strada Wealth Management serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a variety of investment strategies, combining charting, fundamental, and technical analysis, and emphasizes client education and flexible fee arrangements.

Hariharan Jayakumar is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at Silo Financial since 2022. Outside of financial advising, Jayakumar operates a YouTube channel called "Logically Answered," which features business and technology content and has garnered 500,000 subscribers. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform that offers suitability scores and allows clients to trade NASDAQ/NYSE equities, ETFs, and fixed income instruments. The firm supports a large client base with a non-discretionary robo-advisory model that does not rely on traditional percentage-of-assets fees.

Spencer Wright is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Halbert Wealth Management since 1999 and previously spent three years at Pensionmark Financial Group. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while also supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, offering both discretionary and non-discretionary programs, including a proprietary long/short strategy known as HWM Alpha Advantage.

Andrew Rexroat is a financial advisor at Redbud Advisors in Austin, TX, holding a Series 65 license with three years of industry experience. Prior to joining Redbud Advisors, he worked five years at Zelis / Payer Compass and two years at EY LLP. He currently serves as a senior manager of accounting at a healthcare technology company. Redbud Advisors is a team-based registered investment adviser managing approximately $368 million for individual and high-net-worth clients. The firm emphasizes a planning-first approach with low-cost, passive index investments, tax efficiency, and integrated wealth advisory services that include financial planning, trust advisory, and philanthropy coordination.

Mark Tracy is a CFP® with 12 years of industry experience, currently serving as an advisor at KM Capital Management, Ltd. in Austin, TX. He has been with the firm since 2005. KM Capital Management serves a select group of primarily high-net-worth individuals through discretionary and non-discretionary portfolio management, and also acts as sub-advisor to a private investment fund. The firm focuses on wealth preservation and risk management using diversified, cost-efficient strategies and provides additional administrative services such as bill-pay and bookkeeping.

Benedict Johnson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with GAP Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, First Command Financial Services, and USAA Financial Advisors. GAP Financial Services offers investment management, financial planning, and retirement plan consulting for individuals and plan sponsors. The firm employs primarily passive asset-allocation strategies supplemented by an active options-writing program and provides multiple planning delivery models, including fixed-fee and ongoing retainer arrangements.

Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of advising, Carlin is the president and CEO of Monaco Car Club, an exotic car share business, and serves as treasurer for the Down Syndrome Association of Central Texas as well as a board member for Parkside Mueller. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and financial planning consulting, focusing on ETF and equity exposure using third-party model portfolios. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, and utilizes borrowing and derivatives within separately managed accounts, practices that are uncommon among similar firms.

Benjamin Yeung is a CFP® with three years of industry experience, currently serving as a financial advisor at Seaborn Financial, LLC. He previously worked at Fai Wealth Management and has been self-employed since 2009. Outside of advising, Yeung founded BZY, LLC, which provides STEM tutoring services to high school and college students. Seaborn Financial primarily serves individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a largely passive investment approach using index mutual funds and ETFs, combined with comprehensive financial planning and pension consulting.

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.

Brinley Le Donne is a Certified Financial Planner® at Portfolio Management, LLC with seven years of industry experience. She has been with Portfolio Management, LLC since 2016. The firm provides discretionary investment management to individuals, trusts, retirement plans, and other institutions, offering custom portfolios and model portfolios while managing approximately $151.9 million across about 111 client relationships.

Rebecca Whites is a financial advisor at Real Wealth Planning with eight years of industry experience and a Series 66 designation. Her previous roles include positions at Dimensional Fund Advisors and Ark Wealth Management, LLC. She is also affiliated with The Well Community Church. Real Wealth Planning serves individuals, employer plan sponsors, nonprofit organizations, and business owners, focusing on comprehensive financial planning and integrated investment management. The firm employs a passive, systematic investment approach using index mutual funds and ETFs, and offers specialized services including employee benefit plan consulting and nonprofit advisory work.

Cary Laudadio is a CFP® with 26 years of industry experience, currently serving as an advisor at GoalFusion Wealth Management since 2020. Prior to this, he spent 15 years at Ameriprise Financial Services, Inc. in Austin, TX. GoalFusion Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages approximately $199 million across nearly 300 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset-allocation and rebalancing strategies.

Sharon Lear is a CFP® and holds a Series 65 license with 13 years of experience in the financial industry. She has been with Guideway Financial, LLC since 2013. She also provides advice on various insurance products, although she does not sell insurance. Guideway Financial is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach using diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

Morgen Rochard is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Origin Wealth Advisers. He has worked at Origin Wealth Advisers since 2014. Origin Wealth Advisers provides comprehensive financial planning and discretionary portfolio management for individuals and families, including high-net-worth and business-owner clients. The firm employs a strategic asset-allocation approach guided by individualized investment policies, integrating life-planning techniques with traditional financial analysis, and operates as a fee-only fiduciary.

Robert Requard is a financial advisor at Iron River Capital LLC with six years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Breckenridge Financial LLC, where he also serves as a licensed insurance agent. He is a board member of Trilogy Innovations, a non-investment-related business. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning. The firm typically provides discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, annuities, and Treasury-inflation-protected bonds, and offers personalized investment services including third-party manager oversight and a client e-newsletter.

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.

William Sheldon Jr. is a financial advisor at MDRN Wealth LLC in Austin, TX. He holds Series 65 and Series 66 licenses and has professional experience at Mercer Advisors and Seneca Financial Advisors before founding MDRN Wealth. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions for held-away accounts and employs a diversified investment approach combining fundamental analysis, modern portfolio theory, and a range of instruments including derivatives and private placements.