John Jones is a CFP® with 13 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he owns Yakin Strategies, LLC, a consulting firm focused on business and RIA operational services, and Boaz Holdings United, LLC, an investment holding company. Precision Wealth Strategies, LLC provides comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” strategy to align asset allocation with clients’ cash-flow needs and risk tolerance, offering a range of plan-level consulting and fiduciary services.

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019, following 15 years as a self-employed advisor. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm combines tailored asset allocation with multiple analytical approaches and offers services including portfolio management, financial planning, and ERISA-focused retirement-plan advisory.

Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Prior to joining the firm, Verrico spent three years at the University of Texas. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary and non-discretionary account management, utilizing a range of investment strategies including derivatives and margin trading, and serves approximately 309 client relationships with $146 million in regulatory assets under management.

Henry Lande is a CFP® professional with five years of industry experience, currently serving at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. He is also involved with an affiliated insurance and tax services firm that provides insurance product solutions to clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting primarily to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers while providing tailored asset allocation and investment strategies supported by regular account reviews.

William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.

Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.

Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.

John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at Freedom Financial LLC, First Heartland Capital Inc, and Transamerica Financial Advisors, Inc. She serves on the board of the Liberty Hill Voters Association as treasurer. RPG Family Wealth Advisory is part of Risk Paradigm Group, which provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individuals, and institutional clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with risk controls to manage allocations across various asset classes.

Juan Garces is a financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 2002. He holds a Series 63 designation and acts as president and controlling shareholder of 57 West Capital Holdings, Inc., where he oversees business activities, asset allocation, and strategy. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients. The firm emphasizes long-term equity ownership using a proprietary selection and valuation process and maintains an international orientation with offshore affiliates and a notable non-U.S. client presence.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is principal at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, and has held roles at BKA Business Consulting, LLC and Integrated Wealth Strategies. Outside of his advisory work, Boyce owns and partners in several businesses including a liquidation resale business, a co-working facility, and a media enterprise. Boyce & Associates Wealth Consulting provides asset management and financial planning services for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm integrates multiple analytical approaches and offers specialized services such as business valuation, certified divorce financial analyst consulting, and ERISA-focused retirement plan advisory.

Marcus Hafner Jr. is a financial advisor at McNally Financial Services Corporation with eight years of industry experience. He holds a Series 66 designation and has worked at McNally Financial since 2019, following prior roles at Axa Advisors, LLC, Golfsmith International, and a brief period of unemployment. Outside of advising, he works as a corporate finance contractor focusing on financial modeling and forecasting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses, offering tailored, diversified portfolios using fundamental analysis. The firm operates as a nine-advisor team across six offices and manages approximately $25 million for around 142 clients.

Christopher Hundl is a financial advisor at REAP Financial Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and Financial Integrated Solutions, LLC. In addition to his advisory role, Hundl is an insurance agent with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. REAP Financial Group, LLC provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented through selected sub-advisors while maintaining oversight and reallocation authority.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BKA Wealth Consulting, Park Avenue Securities, and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. Boyce & Associates Wealth Consulting provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, certified divorce financial analyst consulting, and college planning, employing multiple analytical approaches and maintaining specialized ERISA fiduciary capabilities.

Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.

Christopher Heerlein is a financial advisor with REAP Financial Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent affiliated with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Additionally, he serves as a director at Marigold Incorporated Cell, Inc., offering insurance products, and is involved in research and education on renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using selected sub-advisors and offers a range of services including cash flow and tax planning, insurance reviews, and retirement and estate planning, with an educational approach to client decision-making.

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.