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 in Austin, TX, holding a Series 65 designation with five years of industry experience. He previously worked at MCM Wealth for five years and Blue Hall Capital LLC for eight years before joining Vectis Capital in 2026. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families. The firm also offers family office services and utilizes a comprehensive investment process that includes quantitative, fundamental, technical, and economic analysis.

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® with three years of industry experience and currently works at Her Personal Finance in Austin, TX. She has previously held roles at Cultivating Wealth and Hemington Wealth Management, and spent several years with the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessments for individuals, business owners, and corporate clients, with a focus on high-earning professionals and executive households. The firm emphasizes comprehensive financial planning without managing client assets, offering flexible fee arrangements and incorporating both passive and active investment strategies tailored to client needs.

Steven Price is a financial advisor with Avondale Wealth Management LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Avondale Wealth Management since 2016. In addition to his advisory role, Price is licensed as an insurance agent for general lines. Avondale Wealth Management LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm manages approximately $327 million for about 200 clients through a four-advisor team and employs a top-down asset allocation process across four Multi Asset Portfolio models, utilizing mutual funds, ETFs, listed equities, and alternative investments for qualified clients.

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.

Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in client accounts.

Chad Evans is a financial advisor with Altere Financial, LLC in Austin, TX, holding Series 66 and Series 63 licenses and five years of industry experience. He also owns and operates Evans Sternau CPA, LLC, a CPA firm providing accounting and tax services. Prior to joining Altere Financial, he worked at Cetera and has a background at ExxonMobil. Altere Financial provides financial planning, consulting, and investment management services to individual and high-net-worth clients. The firm customizes investment strategies using independent managers and LPL-sponsored programs, serving a small client base with a focus on tailored portfolio management and ongoing planning.

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.

Erik Anderson is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He is the sole advisor at Atlasmark Financial, Inc., where he has worked since 2010. Prior to that, he was affiliated with Securities America, Inc. and has served as a consultant for Employee Incentive Plans, Inc. Anderson is also a non-practicing Certified Public Accountant and a member of the Serving Grace Foundation, a private charitable organization. Atlasmark Financial provides personalized asset and portfolio management services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach is based on fundamental analysis and tailored to each client’s risk profile, with a focus on diversified mutual fund and ETF allocations executed through an institutional custody platform.

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.

Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.

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 a financial advisor with Vectis Capital in Austin, TX, holding a Series 65 license and bringing 13 years of industry experience. He previously worked at Equilibrium Ventures, LLC and Ace of Swords, LP, among other firms. Outside of his advisory role, Mr. Vinik manages multi-family real estate properties in Texas under his personal capacity with a Texas real estate license. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with additional family office services. The firm employs a multi-faceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, and actively participates in private fund activities.

Susan Faykus is a financial advisor with Faykus Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior experience includes roles at Faykus Broughton, Integrated Financial, and New York Life. Outside of finance, she is involved in farming and ranching as a sole proprietor and serves as treasurer for a nonprofit apprenticeship program focused on training students in trades. Faykus Financial provides comprehensive financial planning and investment advisory services to individuals, small businesses, foundations, and retirement plans. The firm employs diversified asset-class allocation strategies, typically working with institutional third-party managers, and offers specialized services such as U.S. Treasury liquidity management and family-oriented legacy planning.

Finance has been an interest and passion of mine for 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 its 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™) certification 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 graduated from Dripping Springs High School in 2026 and are both attending Baylor University in Waco, so Kaimey and I have entered our empty-nest era of life! We love spending as much time with the kids as we can and also spend alot 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.

Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, holding Series 63 and Series 65 credentials with 31 years of industry experience. She previously worked at Northwest Asset Management and spent 25 years at Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse clientele including individuals, families, and businesses. The firm employs a strategic asset-allocation approach using diversified mutual funds and ETFs, incorporates modern portfolio theory alongside fundamental and cyclical analysis, and offers ESG/SIS options when requested.