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 financial advisor at Winvest Investments L.P. in Austin, TX, holding a Series 65 designation. He has been with Winvest Investments since 2010 and has prior experience at Aypex Inc. Winvest Investments provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, and small businesses. The firm utilizes a combination of fundamental and technical analysis alongside various investment strategies, including options, to manage approximately $53 million for a select client base.

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 and currently serves as a financial advisor at Vectis Capital. His prior experience includes roles at MCM Wealth, Quontic Bank, Robinhood Financial, and JPMorgan, among others. Vectis Capital is an SEC-registration applicant that provides discretionary and non-discretionary portfolio management and financial planning primarily for ultra-high-net-worth individuals and families. The firm employs a multi-disciplinary investment process and coordinates with clients’ tax, estate, and trust advisors to align investment decisions with broader wealth-transfer and after-tax objectives.

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 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 bringing 19 years of industry experience. He has been with MarketTrend Advisors and Lansing Investments, LLC since 2005. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm offers discretionary portfolio management using a combination of technical and fundamental analysis, with strategies that include tactical and trend-following approaches implemented through ETFs, mutual funds, and individual securities.

Juan Briceno is a financial advisor at Pomifer Capital Partners LLC with five years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Morgan Stanley, Sigma Ventures, and Brownsville Business Corporation. Outside of his advisory role, Briceno serves as a managing member of Heraclitus Capital Management, LLC, which manages a special purpose fund, and is involved with Bridge Funding Global as a selection committee member. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, specializing in private equity, venture capital, and other alternative investments. The firm focuses on bottom-up manager selection and extensive due diligence, offering advisory and consulting services without discretionary portfolio management or asset custody.

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 at Avondale Wealth Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Avondale Wealth Management since 2010. Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America, both nonprofit organizations. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and nonprofit entities. The firm employs a dynamic, top-down multi-asset allocation process across model portfolios and manages accounts primarily on a discretionary basis.