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 industry experience. He currently works at Gap Financial Services and has held previous roles at Morgan Stanley, First Command Financial Services, and USAA over the course of his career. Gap Financial Services serves individuals, high-net-worth clients, businesses, and retirement plan sponsors by providing discretionary investment management, financial planning, and third-party manager selection. The firm combines a passive core investment approach with an active options overlay and maintains an ongoing planning retainer offering.

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 his advisory work, he is the president and CEO of Monaco Car Club, an exotic car share business, and serves as board member and treasurer for the Down Syndrome Association of Central Texas as well as a board member for the Parkside Mueller Board. Carlin Wealth Management Group, LLC is an SEC-registered adviser providing discretionary and non-discretionary managed accounts and financial planning to individuals and high-net-worth clients. The firm utilizes model-based portfolios focusing on ETFs and equities from third-party money managers, employing strategies including asset allocation and dollar-cost averaging, with an emphasis on risk screening and orderly trade execution.

Christopher Vasquez is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc. in Austin, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Lucien, Stirling & Gray Advisory Group since 2014. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on mutual-fund-based asset allocation models and prefers intermediate- to long-term buy-and-hold strategies, emphasizing cost-efficient mutual fund share class selection.

David Pizzi is a financial advisor at EliteGate Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining EliteGate, he worked at First Republic Bank and was involved with two private companies, Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth provides discretionary wealth management and financial planning services to individuals and high-net-worth clients, using model portfolios primarily composed of low-cost mutual funds, ETFs, individual equities, and bonds. The firm follows a fiduciary duty and a primarily long-term investment approach informed by fundamental and cyclical analysis.

Benjamin Yeung is a CFP®-certified financial advisor with four years of industry experience, currently with Seaborn Financial, LLC. Prior to joining Seaborn in 2024, he worked at Fai Wealth Management from 2014 to 2020 and has over a decade of self-employment experience. Outside of advising, he founded BZY, LLC, which provides tutoring services in STEM subjects to high school and college students. Seaborn Financial serves individual and high-net-worth clients and employer plan sponsors with investment management, financial planning, and pension consulting. The firm employs a primarily passive investment approach using index funds and ETFs, combined with discretionary portfolio management and integrates ongoing planning with investment services.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

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.

Hasan Iqbal is a CFA® charterholder with one year of experience at Elitegate Wealth, LLC. Prior to joining Elitegate, he worked for 15 years at MCB Bank Limited. He also serves as a substitute teacher with the Pflugerville Independent School District. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients, using model portfolios focused on low-cost mutual funds, ETFs, individual equities, and bonds. The firm operates as a fiduciary with a long-term investment approach informed by fundamental and cyclical analysis.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.

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.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Lee Yeow David Teo is a financial advisor with Real Advisers LLC RIA Series, holding a Series 65 designation and four years of industry experience. He previously worked at Analog Capital Partners LLC and has an ongoing role at Merlion Investments, LLC. Outside of his advisory work, 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 seminars to individuals, small businesses, and pooled-vehicle investors. The firm employs a long-only, value-oriented investment approach with an emphasis on real estate-related securities and manages both separately managed accounts and private real-estate focused funds.

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 with MDRN Wealth in Austin, TX. He holds Series 65 and Series 66 licenses and has experience across several firms since 2019, including Mercer Advisors and Seneca Financial Advisors. MDRN Wealth serves individual and high-net-worth clients, offering portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement and combines fundamental analysis with modern portfolio theory, integrating multiple custodians and fintech solutions to manage diverse investment types.