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.

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® with 10 years of experience currently serving at Ark Wealth Management in Austin, TX. He is a co-founder and COO of Snazze Boutique, an online clothing business. Billiot also holds leadership roles in related entities including Ark Insurance Group and Ark Family Office, LLC. Ark Wealth Management provides discretionary portfolio management and financial planning services to individuals, businesses, charitable organizations, and pension/profit-sharing plans, utilizing a combination of quantitative, fundamental, technical, and modern portfolio theory approaches. The firm offers an online Ark Academy program that aligns clients with model portfolios managed and rebalanced by the firm.

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.

Debi Halbert is a financial advisor with Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Pensionmark Financial Group and ProFutures, Inc. dba Vector Signals, in addition to her long tenure at Halbert Wealth Management since 1995. Outside of advisory activities, she manages Theta Research, LLC, an online subscription service providing accounting and bookkeeping services. Halbert Wealth Management provides investment management and financial planning to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, employing tactical allocations, sector rotation, and an actively managed, long/short proprietary strategy known as 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.

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 affiliated with Vectis Capital since 2026. His prior experience includes roles at MCM Wealth, Quontic Bank, Robinhood Financial, JPMorgan Chase Bank, and The Vanguard Group. Vectis Capital is an SEC-registration applicant that provides portfolio management and financial planning services primarily for ultra-high-net-worth individuals and families. The firm uses a combination of quantitative, fundamental, technical, and economic analysis, and works with independent managers and other advisers to implement and review client investments.

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 with Live Oak Investment Partners, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has worked previously at Kovack Securities, Cantella & Co., and Raymond James & Associates. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm’s investment process combines qualitative and quantitative research with an emphasis on risk management and is notable for advising other investment advisers and offering participant-level educational services for retirement plans.

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 at Keel Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-founder and board member of Texas Crop Science, an agricultural technology company. Keel Wealth Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management and fixed-income consulting. The firm manages client accounts on a discretionary basis and emphasizes transparency by not offering proprietary products or engaging in principal trading.

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.

At Real Wealth Planning, we partner with families to create a foundation for lasting financial freedom. Through our comprehensive life planning process, we craft custom financial plans that prioritize clients’ best interest, ensuring a path that aligns their money with their vision for the future. We have a small team consisting of a lead financial planner (Sarah), two investment specialists, a real estate specialist, client service associate & bookkeeper. Building and maintaining wealth requires a values-driven plan that clients can commit to for the long haul. Through our collaborative four-part approach, we guide clients in discovering clarity around the ultimate driver of their financial plan—the passions and relationships that bring them joy. We then focus on educating clients on the financial topics that pertain to their unique circumstances, including money mindset, wealth-building principles, investment management, tax planning, cash flow planning, business planning and more. In uncovering what truly matters to our clients, we build a financial plan that they are inspired to see through. For busy individuals, we also offer Personal CFO solutions to help implement their financial plans. In an ongoing partnership, we seamlessly handle financial task-management, laying the groundwork for long-term success. For organizations and teams, we provide bookkeeping, payroll, and education offerings that foster and sustain business excellence. Whether in their business or personal lives, our straightforward educational approach empowers our clients to generate real wealth—the kind that isn’t defined by a number, but by their ability to wake up each morning and do what they love. Up-to-date fee schedules and services are on our website: https://www.realwealthplanning.com/individuals-families **Rebranded from Real Estate Wealth Planning to Real Wealth Planning in 2024**