Yogesh Modak is a financial advisor at Semper Sursum Investments LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to founding Semper Sursum, he spent 11 years at Clearbridge Investments. Semper Sursum Investments LLC offers discretionary investment management primarily through separately managed accounts, using a fundamental, bottom-up process with multi-year horizons and scenario analysis. The firm serves clients globally with varied strategies, including equities, fixed income, derivatives, and specialized exposures such as Bitcoin ETFs and distressed securities, and provides no-cost educational seminars for clients and prospects.

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Terry Roberts is a financial advisor with PCK Investments in Martindale, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at PVK Investments since 2008 and has been associated with The Variable Annuity Marketing Company since 1978. PCK Investments advises individual participants in 403(b) tax-deferred annuity plans at educational institutions and a smaller number of IRA/Roth IRA clients. The firm focuses on portfolio construction, fund selection, and periodic reviews, managing assets on a non-discretionary basis with client approval required for all changes.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Robert Brown IV is a financial advisor at Brownsboro Financial with nine years of industry experience. He holds a Series 65 designation and has been with Brownsboro Financial since its founding in 2016. Outside of advising, Brown is involved in several entrepreneurial ventures, including co-ownership of a company producing pancake makers and participation in a hospitality business planning AirBNB-style accommodations. Brownsboro Financial provides investment management and financial planning services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies using index mutual funds and ETFs, employs third-party managers for client allocations, and integrates financial planning with an accounting perspective unique among independent advisors.

Billygram Simonet is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal owner of Simonet Financial Group, LLC, where he has worked since 2016. Outside of advising, Simonet also provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm offers portfolio management, comprehensive financial planning, retirement-plan advisory, and bookkeeping services, utilizing fundamental analysis and modern portfolio theory alongside a variety of specialty planning and client service options.

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

Jamie Smith is a financial advisor at First Financial Coaching, Inc. with 13 years of industry experience. He previously worked at Wealth Strategies, Inc. for 15 years and spent one year at Osaic Wealth, Inc. Outside of his advisory role, he is the director of the Lonestar Softball Club, a travel softball organization, and owns a brand and podcast content creation business called Common Cents. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

Tyson Fuller is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Q3 Advisors, LLC and has held positions at Cardone Wealth Advisors, Domain Money Advisors, and several financial services firms including BBVA and FSC Securities. He is also the owner and investment adviser representative of A Penny Planned LLC, an independent investment advisory firm. Q3 Advisors, LLC is a multi-team firm serving clients through a collaborative approach involving twelve advisors.

Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Brandon Barber is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Savvy in 2025, he worked at Proliant and ADP-affiliated firms. Outside of advising, he serves as secretary and board member at Links International and works as a principal sales executive at Paycor Inc., a provider of HR and payroll solutions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Keith Stinebaker is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at several firms including Kalos Capital, National Planning Corporation, and AE Wealth Management. Outside of advisory roles, he serves as president of L & S Capital Investments, a tax and accounting business. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

Larry Lyons is a financial advisor with Transce3nd LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience and has worked with firms including Lyons Wealth Management and Madison Avenue Securities. Outside of his advisory work, he serves as chairman of the finance committee for First Redeemer Church and is a board member of Whispering Hope. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models via AE Wealth Management’s platform.

Henry Arellano is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including 12 years at Edward Jones before joining Advisory Services Network in 2023. Outside of his advisory work, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and he owns an auto repair shop where he is involved in financial oversight. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored strategies across various investment types.