Shalana Poole

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses. He has over a decade of experience in the investment industry, including 11 years at Clearbridge Investments prior to founding Semper Sursum. Semper Sursum Investments LLC provides discretionary investment management primarily through separately managed accounts, employing a fundamental, bottom-up investment process with an emphasis on multi-year horizons and scenario analysis. The firm’s strategies are global and may include a wide range of instruments such as equities, fixed income, derivatives, and specialized exposures like Bitcoin ETFs and distressed securities.

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.

Lily Ho is a CFP® and holds a Series 66 license with 23 years of industry experience. She is currently the sole advisor at JPL Wealth Management, where she has worked since 2023. Prior to this, she has been involved with J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she serves as president of an insurance services company and is active as a real estate agent. JPL Wealth Management offers investment management and financial planning services to individuals, including high-net-worth clients, through comprehensive ongoing plans, one-time plans, and hourly engagements. The firm employs a range of analytical approaches and manages assets primarily on a non-discretionary basis, also providing educational seminars on personal finance topics.

Robert Brown is the sole advisor at Brownsboro Financial, an independent registered investment adviser based in Lockhart, TX. He holds a Series 65 designation and has nine years of industry experience, including over ten years at Brownsboro Financial and Cottage Consulting Corp. Outside of his advisory work, Brown is involved in several non-investment businesses, including co-ownership of a pancake maker manufacturing company and a hospitality venture offering AirBNB-style accommodations, as well as participation in family ranch and commercial real estate businesses. Brownsboro Financial serves individual clients, including retail and high-net-worth households, providing discretionary portfolio management, third-party money manager recommendations, and comprehensive financial planning services. The firm primarily employs a passive investment approach using index funds and ETFs, with account supervision tailored to client-specific investment policies.

Billygram Simonet is a CFP® with 15 years of experience in the financial services industry. He is the owner of Simonet Financial Group, LLC, where he has worked since 2016. Prior to that, he held roles at Serco North America and Cetera Financial Specialists. In addition to his advisory work, Simonet provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group LLC is a registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory to manage diversified portfolios, offering both discretionary and non-discretionary fiduciary services, as well as retirement plan solutions and bookkeeping.

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.