Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

Gulseren Mutlu is a financial advisor at Monies Wealth LLC in Austin, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Monies Wealth, she held roles at Calton & Associates, Forefront Insurance Partners, and Park Avenue Securities. Outside of her advisory work, she serves as a board member of the Travis County Appraisal Review Board and provides forensic economics consulting and tax valuation analysis. Monies Wealth LLC is an independent registered investment adviser that offers personalized investment management and comprehensive financial planning to individuals, families, and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to build customized investment plans and also offers commissionable insurance products.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Lewis Weil is a financial advisor at Lewis Weil Co. with 10 years of industry experience. He holds a Series 65 designation and previously worked at Money Positive, LLC for nine years. Outside of finance, he operated Lewis Weil Aquarium Maintenance and was involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary asset management to individual and family households, focusing on passive, asset-class-based portfolios primarily composed of index mutual funds and ETFs. The firm offers ESG/SRI investment options and manages modest asset balances across a broad client base without imposing minimum account sizes.

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.

James McGrath is a CFP® professional with 21 years of industry experience, operating through Financial Strategies, Inc. in Dripping Springs, TX. He has been associated with Financial Strategies, Inc. and Financial Management Group, Inc. since 1984. In addition to advisory services, he provides tax planning and preparation at the same location as his advisory business. Financial Strategies, Inc. serves individuals, trusts, estates, charities, retirement plans, and businesses, managing approximately $19.4 million in client assets. The firm employs a Core+Satellite investment approach combining passive core holdings with selected active managers and individual securities, and offers financial planning alongside investment management.

Taylor Finch is a CFA® charterholder and the principal of Finch Capital Management LLC in Austin, TX, with four years of industry experience. He previously worked at Century Management for nine years and currently serves as a consultant and adjunct lecturer, educating students on large-cap investments. Finch Capital Management LLC is an independent SEC-registered adviser managing approximately $58.6 million in discretionary assets for individuals, high-net-worth clients, and other advisers. The firm employs both fundamental and technical analysis with a long-term investment approach and provides tailored portfolio management and regular client reporting.

Ralph Boschert is a financial advisor at Arrowhead Asset Management with 37 years at the firm and nine years of industry experience. He holds a Series 63 designation and is based in Wimberley, TX. Arrowhead Asset Management is a fee-only money manager serving individuals, families, small business owners, and an institutional retirement plan for higher-education professionals. The firm offers discretionary portfolio management tailored to clients’ goals and risk tolerance, employing both technical and fundamental analysis, and emphasizes socially conscious investment screens in its process.

Khadir Richie is a financial advisor at Richie Capital Group in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Richie Capital Group since 2015. Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities, and high-net-worth individuals, providing discretionary portfolio management through separately managed accounts and privately offered pooled investment vehicles. The firm manages a private long/short equity fund and offers proprietary strategies based on fundamental, bottom-up research to build concentrated equity portfolios designed for long-term capital appreciation.

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.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in Austin, TX, holding a Series 65 designation with 11 years of industry experience. He has been with KM Capital Management since 2014. KM Capital Management serves a small base of primarily high-net-worth individual clients through discretionary and non-discretionary portfolio management, sub-advisory services to a private pooled investment vehicle, and offers additional administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient exposures and leverages third-party sub-advisers and technology to support tax-aware portfolio management, with a notable role in private markets including private fund investments and direct private placements.

Erik Drewry is a financial advisor at Hackett Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC and Lodestar International LLC. Outside of advising, Drewry is involved in technology research and development through Neutron & Carbon Technologies and owns 8fold Ventures LLC, a private placement business. Hackett Financial Group provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and banking institutions. The firm emphasizes a globally diversified, asset-allocation approach using low-cost ETFs and alternatives, combining discretionary asset management with tax preparation and insurance product offerings.

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.

Mark Abraham is a financial advisor at II Technology, LLC in Austin, TX, with 11 years of industry experience. He holds a Series 65 designation and has worked at II Technology since 2015. Prior to that, he was involved with Abraham Trading Company for over two decades. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to support its quantitative, rules-based strategies focused on systematic risk management and diversification.

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.

Rebekah Havlinek is a Series 66-licensed financial advisor at Hampton Rock Wealth Management with three years of industry experience. She previously worked at Dimensional Fund Advisors and has a background that includes roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is a five-advisor SEC-registered firm serving high-net-worth individuals, trusts, estates, and institutional retirement plans. The firm offers customized investment programs using a combination of fundamental, quantitative, and modern portfolio theory approaches, along with consultative financial planning and estate-planning assistance.

Robert Requard is a financial advisor at Iron River Capital LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc., National Asset Management, Inc., and Breckenridge Financial LLC, where he also serves as an insurance agent. Outside of his advisory role, he is a board member of Trilogy Innovations, a non-investment-related business. Iron River Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial and estate planning, and account monitoring. The firm employs both fundamental and technical analysis with a long-term trading orientation and operates multiple offices, which is notable for a firm of its size.

Scott Hackett is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Hackett Financial Group, LLC since 2006. In addition to his advisory role, he works as an independent insurance agent. Hackett Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking institutions. The firm employs an asset-allocation approach emphasizing global diversification, low-cost ETFs, and tax efficiency, while also incorporating structured banknotes and a blend of fundamental, technical, and cyclical analysis in its portfolio construction.

Kristen Leclair is a CFP® with 23 years of industry experience and holds a Series 66 designation. She is currently with 994 Group and has previously worked at MJR Financial, Kestra Financial Services, and Nfp. Outside of her advisory role, she serves on the boards of WELL AWARE, Drive a Senior SW, and St. Michael's Day School, all based in Austin, TX. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a diversified investment approach combining Fundamental Analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside third-party money manager relationships.