Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Kristen Leclair is a CFP® professional with 24 years of industry experience, currently serving at 994 Group and MJR Financial, LLC. She has previous experience with Kestra Financial Services, Inc. Kristen serves on the boards of several nonprofit organizations, including Well Aware and St. Michael's Day School in Austin, TX, and volunteers as a driver for senior citizens. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm combines Fundamental Analysis and Modern Portfolio Theory to construct diversified portfolios, offering discretionary and non-discretionary management and access to third-party money managers, including Dimensional Fund Advisors.

Alexander Smith is a CFP® and Series 65-registered financial advisor at SeedSafe Financial LLC in Austin, TX, with four years of industry experience. Prior to his current role at SeedSafe Financial, he worked at Amazon for several years. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and employees in the technology sector. The firm employs a passive investment approach focused on diversified portfolios of low-cost index funds and ETFs, offering comprehensive planning, discretionary portfolio management, tax return preparation, and educational seminars.

Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.

James Lear is a CFP® with 13 years of industry experience, currently serving as an advisor at Guideway Financial, LLC since 2013. He is also the managing member and software developer for Guideway Financial Sciences, LLC, where he develops financial planning software. Guideway Financial is a fee-only firm that provides holistic financial planning and portfolio management services to individuals and families, including high-net-worth clients. The firm employs an evidence-based investment approach focused on diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

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.

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.

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.

Trevor Bakir is a CFP® with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked for two years at Goodwill Industries Central Texas. He also serves as Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management advises individual clients—including high-net-worth and non-HNW—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes long-term investing through model portfolios tailored to various risk levels and tax situations, routinely rebalancing quarterly and employing both fundamental and technical analysis.

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.

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.

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.