Henry Golightly is a financial advisor at Douglas Capital Advisors with a Series 65 designation and one year of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, KBR, and McConnell & Jones. Golightly is also the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO services, and accounting. Douglas Capital Advisors offers non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a tax-aware, evidence-based approach focusing on low-fee investments and proactive asset location, with additional services including educational seminars and business valuation.

Marc Jimenez is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with CAM Investor Solutions and previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, he owns and operates the Full Mate Chess Institute, which focuses on tutoring and promoting chess in the community. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a combination of asset-allocation frameworks and techniques such as technical analysis and dollar-cost averaging to tailor portfolios to client risk tolerances and objectives.

Michael Kentor is a financial advisor with Kentor Financial in Austin, TX, holding the ChFC® designation and Series 63 license, and has 52 years of industry experience. He has worked at firms including M Holdings Securities, Inc. and Lion Street Advisors, LLC, and owns The Michael Kentor Company, which engages in insurance sales. Kentor also provides expert witness testimony. Kentor Financial offers wealth management, financial planning, and investment recommendation services primarily to individuals and various institutional clients. The firm focuses on advisor-led planning and third-party manager selection, providing non-discretionary advice and monitoring outside money managers rather than managing client assets directly.

Chukwuchebem Orakwue is a financial advisor at Xantos Labs, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Samsung Austin Research Center, Lamada Ltd, and Huawei Devices USA. Xantos Labs provides discretionary portfolio management and investment consulting to individuals, retirement plans, trusts, foundations, and institutional clients exclusively through web and mobile software. The firm uses proprietary quantitative trading strategies and offers automated execution with fractional-share investing, operating solely as an internet adviser with a wrap program and a formal referral and solicitor program for marketing.

Brooks Slaughter is a CFP® professional with 33 years of experience in financial advising. He is the sole advisor at Strategic Investment Management in Austin, TX, where he has worked since 2003. His prior work includes roles at Richard P. Slaughter Associates, Inc. and RPS Retirement Plan Advisors. Strategic Investment Management provides discretionary portfolio management and comprehensive financial advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamentally driven, active investment approach tailored to each client’s risk tolerance, time horizon, and goals.

Michael Charles is a financial advisor at Live Oak Investment Partners in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of investment advisory, he serves as an independent official for high school swimming and diving meets and holds several community roles in Georgetown, TX, including vice chair of the Housing Advisory Board and secretary for the Planning and Zoning Commission. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm combines qualitative and quantitative research with internal analysis, emphasizing risk management and net-of-costs return measurement, and it is known for advising other investment advisers and providing participant-level educational services for retirement plans.

Jack Marino is a CFP® with 21 years of experience in the financial industry. He has worked at Lake Hills Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, Marino is the founder and CEO of Fin & Forest, LLC, where he serves as a fractional CFO, and he also founded Lake Hills Masterminds, LLC, a professional development organization focused on general management and group facilitation. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management process using model portfolios and a systematic overlay driven by economic and technical indicators, including the use of derivatives in certain accounts.

Bradley Bolnick is a financial advisor at GCB Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Prior to joining GCB Private Wealth in 2018, he worked at Private Portfolio Partners and LPL Financial. Outside of his advisory work, he has experience as an actor in commercials, TV shows, theater, and movies. GCB Private Wealth serves individual and institutional clients, providing fee-based investment advisory services, discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tactical asset allocation strategy that combines modern portfolio theory with fundamental, technical, and cyclical analysis, using a diverse range of investment vehicles and strategies.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Christi Van Rite is a CFP® with 20 years of industry experience, currently serving at White River Investments in Austin, TX. Her prior experience includes roles at Raymond James & Associates, Inc. and U.S. Capital Wealth Advisors, LLC. Outside of financial advising, she is the managing member of a real estate development company, where she coordinates architects and engineers and manages project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with ESG screening and behavioral financial counseling, providing family office–style offerings despite its small size.

Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.

Alexander Goodwin is a Series 65–licensed advisor at Turner Capital Investments, LLC with three years of industry experience. He previously worked at Legacy Wealth Management, LLC and has been involved with Turner Capital Investments since 2018. Outside of his advisory role, Goodwin serves as a manager for ARX BTC, LLC, a company providing Bitcoin services. Turner Capital Investments offers discretionary investment management to affluent individuals and business entities through a range of actively managed, rule-based strategies focused on stocks and exchange-traded funds. The firm utilizes technical algorithms and momentum signals, including leveraged and inverse ETFs, with an emphasis on documented risk controls and volatility monitoring.

Peter Markovich is a CFP® professional with 14 years of industry experience. He is currently with 994 Group in Austin, TX, and previously worked at MJR Financial LLC and Kestra Financial Services, Inc. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm’s investment approach combines Fundamental Analysis and Modern Portfolio Theory within a largely efficient market framework to build diversified portfolios using mutual funds and ETFs.

Christopher Angelo is a financial advisor at S Squared Advisors LLC in Austin, TX, holding a Series 65 designation with 13 years of industry experience. He has been with S Squared Advisors since 2016. S Squared Advisors LLC provides discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities, employing a bottom-up, multi-factor ranking methodology to construct diversified portfolios across major index constituents. The firm manages approximately $79 million in client assets and offers multiple strategies including long-only, hedged, small-cap, macro, dynamic hedged, and elevated asset allocation approaches using derivatives and leverage.

Teresa Jammal is a financial advisor with Carlin Wealth Management Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Prior to her financial services work, she was involved with Pubcrawler of Austin, Emler Swim School, and Top Shelf Events. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes ETF and equity exposure through third-party model portfolios, employs various investment strategies including borrowing and derivatives within separately managed accounts, and executes most trades via block trading.

Ryan Barden is a financial advisor at Barden Capital Management, Inc. in Austin, TX, with 16 years of industry experience and securities licenses Series 63 and Series 65. He has been with Barden Capital Management since 2006. Barden Capital Management provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. The firm utilizes a tailored investment approach that combines quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

Jon Lo Presti is a financial advisor with Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, JPMorgan Securities, and independent insurance agency work spanning 15 years. He also serves as president of a family holding company, Decca Group LLC. Decca Private Wealth Management serves individual and high-net-worth clients with tailored portfolio management, retirement plan services, and managed held-away accounts. The firm employs conventional portfolio construction techniques and may use independent sub-advisors, offering personalized client relationship management and quarterly account reviews.

I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that. I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds. Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I'm that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

Sonya Leszczynski is a financial advisor at Black Dog Financial Ltd. in Austin, TX, holding a Series 66 designation with 18 years of industry experience. She has worked at Black Dog Financial since 2012 and was self-employed from 2007 to 2018. Black Dog Financial Ltd. provides personalized financial planning and discretionary investment management primarily to individual, corporate, and small business clients. The firm employs a top-down investment approach combining technical and fundamental analysis and does not sell commission products or act as custodian for client assets.

Marla Mcclain is a financial advisor at Kentor Financial in Austin, TX, holding a ChFC® designation and a Series 63 license, with 29 years of industry experience. Her prior roles include positions at Integrity Alliance, Lion Street Advisors, and M Holdings Securities. She is also the owner of The Michael Kentor Company, through which she conducts investment advisory activities and sells non-variable life insurance and annuities. Kentor Financial provides wealth management and financial planning services to individuals, trusts, and various organizations. The firm emphasizes advisor-led planning and third-party manager selection, offering non-discretionary advice and monitoring outside money managers rather than managing client assets directly.