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.

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.

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.

Joseph Alotta is a CFP® with 28 years of industry experience, currently serving at Open Door Investment Advisors, Inc. in Austin, TX, where he has worked since 2015. He holds a Series 65 license and is part of a two-advisor team. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans, managing approximately $36.8 million across about 50 client relationships. The firm employs a conservative, long-term buy-and-hold equity strategy focused on individual companies, with discretionary asset management and a fee-only structure that includes complimentary financial planning.

Jonathan Billiot is a CFP® professional with 10 years of experience, currently serving at Ark Wealth Management in Austin, TX. He has held roles at several related firms within the Ark Financial Group network since 2016. Outside of his advisory work, he is Co-Founder and COO of Snazze Boutique, an online clothing retailer. Ark Wealth Management provides discretionary portfolio management, financial planning, and pension consulting for individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm employs a combination of analytic methods and manages pre-approved model portfolios, including an online program that uses algorithmic mapping to place clients in firm-managed models.

Dallas Griffin is a financial advisor with Somos Financial Partners LLC in Austin, TX, holding the CFA® designation and a Series 63 license. He has 13 years of industry experience, including a long tenure at Piper Sandler from 2009 to 2022. Outside of advisory work, he is involved with Rigid Constructors and Daylight Energy, LLC. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, typically pursuing long-term trading strategies while acting as a fiduciary for retirement accounts.

Brian Anderson is a financial advisor at Point Nemo Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at firms including Galapagos Partners, LLC and Ocelot Capital Management, LLC. He is also the General Partner of OGOF LTLLC, overseeing the winding down of a fund affiliated with a prior single-family office. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts, offering strategies that include a diversified global ETF allocation and a core equity growth and income approach using a proprietary stock-ranking system with options overlay. The firm emphasizes continuous monitoring, risk management, and operates with full discretionary trading authority.

Debi Halbert is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Pensionmark Financial Group and ProFutures, Inc. Outside of her advisory work, she manages Theta Research, LLC, which provides online accounting and bookkeeping services. Halbert Wealth Management offers investment management and financial planning to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, as well as support to other investment advisers through strategy evaluation and referrals. The firm employs an active money management approach that includes tactical allocations, sector rotation, and a proprietary long/short strategy, HWM Alpha Advantage.

Samuel Lee is a financial advisor at SVRN Asset Management, LLC in Austin, TX, holding a Series 65 credential with 10 years of industry experience. He has been with SVRN Asset Management since 2015. In addition to his advisory role, Lee serves as Managing Member and Chief Compliance Officer at Militia Investments, LLC, an SEC-registered investment adviser. SVRN Asset Management serves high net worth individuals, families, and trusts with discretionary and non-discretionary asset management, financial planning, and related advisory services. The firm employs a factor-based investment process that combines passive benchmark allocation with active tilts and customizes portfolios based on clients’ risk, tax, and liquidity profiles.

Elvin Miller is a CFP® professional with 15 years of experience in financial advising. He has been with Texas Asset Management, formerly known as Texas Invest Wisely and Lake Travis Financial Advisors, since 2006. Miller operates as the sole advisor at the independent firm based in Lakeway, TX. Texas Asset Management provides discretionary investment management, written financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and small businesses. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified portfolios constructed mainly with passively managed, institutional-class mutual funds tailored to each client’s investment policy statement.

John Winston is a Series 65 registered advisor with Winvest Investments L.P. in Austin, TX. He has been with the firm since 2010 and has prior experience at Aypex Inc. since 2023. Winvest Investments L.P. provides investment supervisory and portfolio management services to individuals, trusts, and privately held businesses, utilizing a combination of fundamental and technical analysis alongside active trading and option strategies. The firm operates under a single principal structure that emphasizes individualized investment policies and regular account reviews.

Herbert Boyd is a CFP® with 27 years of industry experience and is currently with Beacon Advisors in Austin, TX. His prior experience includes roles at Custos Family Office and J.P. Morgan Private Bank. He serves as a board member for One Chapel, providing financial advice and reviewing financial information. Beacon Advisors offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews.

Jason Clevlen is a CFP® with 22 years of industry experience, currently serving as an advisor at Lake Hills Wealth Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the founder and member of Lake Hills Masterminds, a professional development organization focused on finance 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 approach using quantitative and technical methods, and it is notable for its rules-based use of derivatives within client accounts.

Brian Jackson is a CFP® with five years of industry experience, currently serving as an advisor at Vectis Capital since 2026. His prior roles include positions at MCM Wealth and Robinhood Financial, LLC. Vectis Capital provides portfolio management and financial planning services primarily for ultra-high-net-worth individuals and families, offering family office services alongside a comprehensive investment approach that integrates quantitative, fundamental, technical, and economic analysis. The firm manages approximately $126 million in assets and coordinates closely with clients’ tax, estate, and trust professionals.

Steven Aycock is a CFP® certificant with 28 years of experience in the financial services industry. He has been with Austin Money Management Corporation since 2018 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he serves as an analyst for NBC Sports Golf Channel, providing scoring and commentary support. Austin Money Management Corporation offers fee-based investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, primarily recommending exchange-traded funds and mutual funds, and provides both wrap and non-wrap account arrangements along with retirement-plan consulting.

Michael Hostick II is a financial advisor at Live Oak Investment Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior firms include Raymond James & Associates, Cantella & Co., Inc., and Kovack Securities, Inc. Outside of advising, he is an owner of M3C Happy Place, LLC, a real estate venture. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, tailoring allocations and advice to client objectives, and is notable for advising other investment-adviser clients and providing participant-level educational services.

Lauren Fischer is a CFP® with three years of industry experience, currently serving as a financial advisor at Grace Capital Management, LLC. Her prior roles include positions at Financial Gravity Family Office Services, Ark Financial, Artemis Capital Management, and SALI Fund Services. Outside of her advisory work, she provides independent financial coaching through Huntress Wealth, offering non-advisory coaching sessions. Grace Capital Management, LLC serves individual and high-net-worth clients, trusts, pension plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs both fundamental and technical investment analysis, offers discretionary and non-discretionary management, and utilizes various strategies including options and margin, while managing approximately $142 million in client assets.

Branko Martinez Pejnovich is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has worked previously at Durbin Bennett Private Wealth Management and Kestra Financial. Outside of advising, he owns and operates Antko Realty LLC, a real estate company focused on wholesaling and light fix-and-flip properties. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, providing financial planning and wealth management, including discretionary and non-discretionary portfolio management. The firm combines fundamental and technical analysis and sponsors special purpose pooled vehicles and private fund investments for eligible clients.

Scott Zodin is a financial advisor with Keel Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, Zodin is a co-founder and board member of Texas Crop Science, an agricultural technology company, and is involved with Jenne' LLC, a family-held commercial property management business. Keel Wealth Management provides portfolio management and specialized fixed-income consulting primarily to high-net-worth individuals, charitable organizations, corporations, and small to intermediate banks and thrifts. The firm focuses on both discretionary and non-discretionary consulting, combining fundamental and technical analysis, and manages approximately $470 million in regulatory assets under management with a concentrated client roster.

Neil Vannoy is a CFP® professional with 19 years of industry experience, serving as an advisor at Vannoy Advisory Group, Inc. since 2007. He holds Series 63, 65, and 66 licenses and is based in Austin, TX. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds, ETFs, and ETNs, supported by client communication tools like an online dashboard and secure document vault.