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.

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education. A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

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.

John Levee is a financial advisor with RIA Wealth Advisors, LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Arkadios Capital, RIA Advisors, and DFPG Investments, among others. In addition to his advisory work, he is an author of books on financial topics. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm employs a strategic asset allocation approach, focusing on passive index funds and ETFs with selective active funds, global diversification, and generally low turnover.

Christopher Miller is a financial advisor at Elitegate Wealth, LLC with 22 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 18 years and Valic Financial Advisors for 2 years. Outside of his advisory role, Miller is involved in corporate business consulting focused on change management and project management through CJM Ashton, LLC, and holds a minority ownership in an automotive service business. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily for individuals and high-net-worth clients. The firm employs a long-term investment approach using model portfolios that include mutual funds, ETFs, individual equities, and bonds, and also operates as a licensed insurance agency with affiliated private equity opportunities.

Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. 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 $184.8 million across about 142 clients, using a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Scott Bussy is a financial advisor with Bearing Financial Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Bearing Financial Advisors since 2002 and previously spent three years at Calton & Associates, Inc. Outside of his advisory role, he is an insurance agent involved in managing general agency activities. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, family partnerships, trusts, and small-business retirement plans. The firm employs multiple factor-driven equity models and integrates both fundamental and technical analysis in its diversified investment approach.

Sreekanth Nagarajan is a financial advisor at AyurAsset LLC in Austin, TX, holding a Series 65 credential and beginning his industry experience in 2025. He previously worked at Affinity Answers Corporation for 20 years. He is also involved with Ayur Impact LLC. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a discretionary investment management approach focused on a single, defined strategy called “Global Hidden Compounders,” which targets undervalued small- and micro-cap companies for long-term, concentrated portfolios.

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.

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.