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.

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**

Daniel Caswell is a financial advisor with Integrated Wealth Strategies, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Lion Street since 2013, where he is a part owner and sells fixed insurance products. Outside of advisory work, he is involved in leasing office space and subletting to an attorney. Integrated Wealth Strategies serves a diverse client base including individuals, high-net-worth households, trusts, and business owners, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, providing discretionary trading and oversight along with third-party manager recommendations.

Gabriel Rodriguez is a financial advisor at Empiric Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Empiric Advisors since 2007. Rodriguez serves on the Investment Committee of Parkland Hospital System in Dallas, Texas. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts for individual and high-net-worth clients. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.

Juan Creixell is a financial advisor at Beacon Advisors with 20 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Outside of his advisory role, he serves as a director for SilverBox Engaged Corp, a SPAC-focused acquisitions company, and volunteers as a board member and finance committee member for nonprofit organizations including St. Louise House and Seton Ascension Texas. Beacon Advisors provides 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, using a combination of long-term, tactical, and value-oriented strategies tailored to client objectives and risk tolerance.

Renee Harvey is a financial advisor with Planning Works Advisory, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Planning Works Advisory in 2022, she spent eight years with Calton & Associates, Inc. She serves as a volunteer advisor for the Chi Omega Fraternity – Iota Chapter in Austin and is also engaged as an independent insurance agent and an independent sales representative for a nutrition supplement business. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm uses a modern portfolio theory-based investment approach, employing diversified portfolios primarily through mutual funds and ETFs, tailored to client risk profiles and objectives.

Garrett Beauvais is a financial advisor at MarketTrend Advisors, Ltd. in Austin, TX, holding a Series 65 designation and with 20 years of industry experience. He has worked at MarketTrend Advisors since 2005 and concurrently served as an investment advisor at Lansing Investments, LLC from 2005 to 2023. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm employs discretionary portfolio management with a focus on technical and fundamental analysis to identify market trends, offering tactical and trend-following strategies that incorporate ETFs, mutual funds, and occasionally individual securities.

Juan Briceno is a financial advisor at Pomifer Capital Partners LLC in Austin, TX, holding Series 65 and Series 66 credentials with five years of industry experience. He previously worked at Morgan Stanley, Credit Suisse Securities, and Sigma Ventures. Briceno is also a managing member of Heraclitus Capital Management, LLC, which manages a closed 3(c)7 Special Purpose Fund, and serves on the selection committee for Bridge Funding Global, a data-driven fundraising platform for emerging managers. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and alternative investments. The firm emphasizes bottom-up manager selection and extensive due diligence, offering advisory services without discretionary portfolio management or custody of client assets.

Althea Maravelas is a Series 66 licensed financial advisor at GCB Private Wealth with five years of industry experience. She previously worked at Morgan Stanley and has operated her own business, 9 DESIGN Group, LLC, since 2000. GCB Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and pension consulting services without a stated account minimum.

Justin Jacobs is a financial advisor with Avondale Wealth Management LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, BBVA Compass Investment Solutions, and Merrill. Outside of advising, Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and incorporates mutual funds, ETFs, and listed equities, with potential allocations to alternative investments for qualified clients.