Andrew Hollister

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Conner Young is a financial advisor at Baskets Capital LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Tollefson & Company, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of advisory work, he contributes part-time as a research associate evaluating nonprofit organizations and business contact information for software and data firms. Baskets Capital LLC provides customized portfolio management and investment advice to individuals, trusts, pension plans, and business entities, managing approximately $9.45 million across 51 client relationships. The firm uses a combination of fundamental and technical analysis, employing a range of investment strategies including ETFs, mutual funds, equities, bonds, margin trading, and option strategies, with all accounts managed on a discretionary basis.

Thomas Anzivino is a financial advisor at Longitude Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Absolute Financial Planning and Ameriprise Financial Services, among others. Longitude Financial Planning serves individuals, including high-net-worth clients, as well as small businesses and corporations, providing investment management, financial planning, educational seminars, and bookkeeping services on a fee-only basis. The firm uses asset allocation and Modern Portfolio Theory principles with a blend of passive and active investment vehicles and offers socially conscious portfolio options and management of held-away accounts through third-party tools.

Joseph Reinke is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has served as the principal of Fitbux RIA LLC since 2017 and is also the Chief Executive Officer of Fitbux, Inc., a financial technology company he has led since 2015. Fitbux RIA LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and partners with a third-party digital advisory platform for custody and execution, while offering personalized planning services addressing areas such as student loans and cash flow. A notable aspect of the firm is its affiliation with Fitbux, Inc., which develops proprietary financial and student loan planning technology.

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 two years. Outside of his advisory role, Miller is involved in corporate business consulting through his ownership of CJM Ashton, LLC, and he is a minority owner in a local automotive business. EliteGate Wealth, LLC is a registered investment adviser serving individuals and high-net-worth clients. The firm employs a portfolio construction approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with an emphasis on fundamental and cyclical analysis and long-term orientation.

Hasan Iqbal is a CFA® charterholder and an advisor at Elitegate Wealth, LLC with one year of industry experience. Prior to joining Elitegate Wealth, he worked for 15 years at MCB Bank Limited. He is also a substitute teacher with Pflugerville Independent School District. Elitegate Wealth is a registered investment adviser that provides discretionary investment management, wealth management, and financial planning primarily to individual and high-net-worth clients. The firm emphasizes model portfolios, Independent Managers, and alternative investments, using low-cost mutual funds and ETFs alongside fundamental and cyclical analysis.