Morgen Rochard is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Origin Wealth Advisers. He has worked at Origin Wealth Advisers since 2014. Origin Wealth Advisers provides comprehensive financial planning and discretionary portfolio management for individuals and families, including high-net-worth and business-owner clients. The firm employs a strategic asset-allocation approach guided by individualized investment policies, integrating life-planning techniques with traditional financial analysis, and operates as a fee-only fiduciary.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

Lee Yeow David Teo is a financial advisor with Real Advisers LLC RIA Series, holding a Series 65 designation and four years of industry experience. He previously worked at Analog Capital Partners LLC and has an ongoing role at Merlion Investments, LLC. Outside of his advisory work, he owns a real estate investing company focused on single-family homes and participates as a limited partner in syndicated commercial real estate deals. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational seminars to individuals, small businesses, and pooled-vehicle investors. The firm employs a long-only, value-oriented investment approach with an emphasis on real estate-related securities and manages both separately managed accounts and private real-estate focused funds.

Eswar Menon is a financial advisor at Empiric Institutional in Austin, TX, holding a Series 65 license with 18 years of industry experience. He worked at Harper Capital Management, LLC from 2018 to 2024 and was self-employed from 2016 to 2018. He serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises India-based Sameeksha Capital in a research and recommendation capacity. Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth individuals, and institutional clients. The firm employs proprietary, quantitatively driven equity strategies incorporating fundamental analysis, a QEV scoring process, and a qualitative overlay, typically managing concentrated portfolios with long expected holding periods.

Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

William Sheldon Jr. is a financial advisor with MDRN Wealth in Austin, TX. He holds Series 65 and Series 66 licenses and has experience across several firms since 2019, including Mercer Advisors and Seneca Financial Advisors. MDRN Wealth serves individual and high-net-worth clients, offering portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement and combines fundamental analysis with modern portfolio theory, integrating multiple custodians and fintech solutions to manage diverse investment types.

Matthew Mccreary is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Darrow Wealth Management since 2022 and previously spent seven years at Dimensional Fund Advisors. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm manages roughly $392 million in discretionary assets using proprietary global asset allocation models and primarily invests in low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Luis Guardia is a CFP® professional with 13 years of experience, currently serving as an advisor at Tuyyo Planning Group since 2018. He has worked as a professional soccer referee for organizations including the United States Soccer Federation and the NCAA Big 12 since the mid-1990s. Guardia also engages in insurance sales through a separate business activity. Tuyyo Planning Group is a small advisory firm managing approximately $68.7 million for around 84 clients, including individuals, high-net-worth households, and members of the LGBTQ community. The firm provides comprehensive and modular financial planning, along with discretionary and non-discretionary portfolio management. Its investment approach follows a written policy statement and relies primarily on Modern Portfolio Theory and passive indexing strategies using ETFs and no-load mutual funds.

Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Alexander Smith is a CFP® and Series 65-registered financial advisor at SeedSafe Financial LLC in Austin, TX, with four years of industry experience. Prior to his current role at SeedSafe Financial, he worked at Amazon for several years. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and employees in the technology sector. The firm employs a passive investment approach focused on diversified portfolios of low-cost index funds and ETFs, offering comprehensive planning, discretionary portfolio management, tax return preparation, and educational seminars.

Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.

James Lear is a CFP® with 13 years of industry experience, currently serving as an advisor at Guideway Financial, LLC since 2013. He is also the managing member and software developer for Guideway Financial Sciences, LLC, where he develops financial planning software. Guideway Financial is a fee-only firm that provides holistic financial planning and portfolio management services to individuals and families, including high-net-worth clients. The firm employs an evidence-based investment approach focused on diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

Richard Girard is a financial advisor with Core Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Core Investment Group, LLC since 2014 and at SagePoint Financial from 2015 to 2019. In addition to his advisory role, he is appointed with outside carriers for brokering life and health insurance products. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm employs third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

Rubin Miller is a CFA charterholder with 11 years of industry experience. He is currently an advisor at Peltoma Capital Partners and previously worked at Perspective Wealth Partners and Dimensional Fund Advisors. Miller operates an investment-related blog, www.fortunesandfrictions.com. Peltoma Capital Partners serves individuals, high-net-worth clients, corporations, and business entities with wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm employs a fee-only model, combining passive and active strategies guided by Modern Portfolio Theory, and offers tailored portfolios including ESG options.

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.

Quinc Pearcy is a financial advisor at Fort Advisors Inc with 12 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2019, following three years at CoreCap Advisors, as well as owning Pearcy Retirement Solutions. Outside of financial advising, he is a partial owner of HCAA, LLC, a physical therapy company where he manages payments and payroll. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, utilizing multiple investment methods and commonly recommending third-party money managers while maintaining oversight and personalized investment policies.

Trevor Bakir is a CFP® with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked for two years at Goodwill Industries Central Texas. He also serves as Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management advises individual clients—including high-net-worth and non-HNW—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes long-term investing through model portfolios tailored to various risk levels and tax situations, routinely rebalancing quarterly and employing both fundamental and technical analysis.

Sean Mcdougle is a CFP® with 14 years of industry experience, currently affiliated with Nest Financial LLC in Austin, TX. He has held roles at Union Capital Company, 360 Wealth Management LLC, LPL Financial, and Lewin Wealth / Merit Wealth Advisors. His credentials include the Series 63 license. Nest Financial LLC serves individual clients—including high-net-worth households—pension plans, and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate-planning package services. The firm manages approximately $45 million in client assets and utilizes a blend of fundamental and technical investment approaches tailored to clients’ specific needs.