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.

Clifton Myers is the principal of Clifton Myers Financial Advisory in Round Rock, TX, with 32 years of industry experience. He has been leading his independent advisory firm since 2004 and previously worked at Money Concepts Capital Corp. In addition to advising, Myers provides tax preparation services through his own practice and is a 50% owner and officer of Kaleidoscope Toys, Inc., although he has no active role there. Clifton Myers Financial Advisory offers discretionary portfolio management and investment advisory services primarily to individual clients. The firm uses economic models and occasional technical analysis to manage accounts with a focus on ETFs and a broad range of securities, employing varying time horizons and risk management techniques.

Scott Malone is a financial advisor at Rincon Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has previously worked at MIT Associates, Partnervest Advisory Services, Wells Fargo Clearing, and Edward Jones. Outside of advisory work, he is an owner and investor in a restaurant bar in Santa Barbara, CA, and holds ownership interests in several non-investment-related businesses including a technology platform for commercial real estate, a hospitality business, and a medical supplies company. 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 manages special purpose vehicles to pool client capital for select private offerings and employs an investment process that incorporates fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options.

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.

Peter Mitchell is a financial advisor at Tax Pro Advisor with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer Investment Corporation and Tax Pro Advisor LLC since 2010. In addition to his advisory role, Mitchell is the owner and accountant of Tax Pro Advisor’s affiliated tax accounting business, where he provides tax preparation and consulting services as an enrolled agent. Tax Pro Advisor LLC offers asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm uses a tailored investment approach combining fundamental, financial, and technical analysis, and integrates an affiliated tax practice alongside its advisory services.

Anna Popke is a financial advisor at Majestic Oak Financial, LLC in Round Rock, TX, holding CFP® and Series 65 credentials with 21 years of industry experience. She has been with Majestic Oak Financial since 2004. Outside of her advisory work, she is a partner in privately-owned LLCs involved in residential and commercial real estate rentals. Majestic Oak Financial provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs with periodic rebalancing, and offers educational seminars and community finance classes.

Scott Wallace is a CFP® professional with 11 years of industry experience, currently operating through his independent firm, Thrifty Scotty Financial, LLC, based in Round Rock, TX. His prior experience includes roles at Ameriprise Financial Services, Charles Schwab, Per Stirling Capital Management, and Tate Asset Management. He holds Series 65 and Series 63 licenses. Thrifty Scotty Financial provides investment management and a range of financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, managing accounts primarily on a non-discretionary basis, and employs a flat-fee pricing model for its advisory services.

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.

Dah Chin Chi is a financial advisor with TNT Asset Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Celerity Advisors, LLC, VOYA Financial Advisors, and CHI Financial Group. Outside of advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. TNT Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes long-term investing using model portfolios tailored to various risk levels and tax situations, incorporating both discretionary and non-discretionary portfolio management alongside written financial planning and pension consulting services.

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.

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.