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 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 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.

Christopher Vasquez is a financial advisor with Lucien Stirling & Gray Advisory Group Inc in Austin, TX. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Vasquez has been with Lucien Stirling & Gray Advisory Group since 2014, including prior service at Lucien Stirling & Gray Financial Corporation. Lucien Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with an intermediate- to long-term buy-and-hold approach, offering clients discretionary options to maintain alignment with these models while focusing on minimizing mutual fund share class costs.

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.

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.

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.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

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 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.

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.