Yunny Dang is a CFP® with 21 years of industry experience, currently serving as an advisor at Symphony Retirement Partners LLC since 2025. Prior to this, Dang worked for 20 years at Lincoln Financial Advisors and briefly at OSAIC. Outside of advising, Dang has served as a poll worker during election periods. Symphony Retirement Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, corporations, and other entities. The firm offers investment management, tiered financial planning, and retirement plan consulting, employing a combination of fundamental and technical analysis along with portfolio supervision on discretionary and non-discretionary bases.

Bailee Beauchamp is a financial advisor at Real Wealth Planning with eight years of industry experience. She holds a Series 66 designation and previously worked at Dimensional Fund Advisors for eight years before joining Real Estate Wealth Planning in 2023. Real Wealth Planning serves individual clients, high-net-worth households, nonprofit organizations, and employer plan sponsors. The firm offers comprehensive financial planning with integrated investment management, primarily using passive, systematic strategies based on academic research, and provides additional services such as employee benefit plan advisory and business-owner consulting.

Lei Duan is a CFP® and Series 65-licensed financial advisor at Open Door Investment Advisors, Inc. with one year of industry experience. Prior to joining Open Door, Lei worked at KPMG and Maxwell Locke & Ritter, LLP, where she served as an independent contractor managing financial due diligence projects. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans with a conservative, long-term buy-and-hold equity strategy focused on individual equities supported by fundamental and technical analysis. The firm manages approximately $36.8 million for about 50 client relationships through a two-advisor team.

Thomas Twombly is a financial advisor at Lucien Stirling & Gray Advisory Group Inc in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Lucien, Stirling & Gray Advisory Group since 1993 and was previously with Lucien, Stirling & Gray Financial Corporation for 24 years. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on mutual-fund-based asset allocation models and intermediate- to long-term buy-and-hold strategies, emphasizing cost efficiency and periodic reviews of mutual fund share classes.

Henry Golightly III is a financial advisor at Douglas Capital Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Archer Investment Corporation, Avantax, KBR, and McConnell & Jones. Outside of his advisory role, he is the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO, and accounting services. Douglas Capital Advisors offers investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm employs a planning-first, evidence-based approach focused on tax efficiency and primarily allocates to low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management along with educational seminars and enterprise services.

Marc Jimenez is a CFP® and CFA® with 23 years of experience in financial advising. He is currently with CAM Investor Solutions and has previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, Jimenez owns and operates the Full Mate Chess Institute, a business focused on competing, tutoring, and promoting chess in the community. CAM Investor Solutions provides investment advisory and financial planning services to individuals, corporations, and retirement plans, offering tailored portfolios that incorporate a variety of strategies and access to private investment opportunities. The firm manages approximately $155 million and integrates technology, including artificial intelligence components, in its service delivery.

Michael Kentor is a financial advisor with Kentor Financial in Austin, TX, holding the ChFC® designation and Series 63 license, and bringing 53 years of industry experience. He has been involved with firms including Integrity Alliance, LLC, Lion Street Financial LLC, and M HOLDINGS SECURITIES, Inc. Additionally, he provides expert witness testimony outside of his advisory work. Kentor Financial offers wealth management, financial planning, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily recommends and selects third-party investment advisers, coordinating implementation and ongoing monitoring tailored to each client's objectives, risk tolerance, and time horizon.

Chukwuchebem Orakwue is a financial advisor at Xantos Labs, LLC with seven years of industry experience. He holds a Series 65 designation and worked at Samsung Austin Research Center for three years prior to joining Xantos Labs. Xantos Labs provides discretionary investment management and general consulting to individuals, pension and profit-sharing plans, trusts, foundations, and other entities through separately managed accounts. The firm operates exclusively online, using proprietary quantitative models to drive automated trading decisions for U.S.-listed global equity securities, and is notable for its single-advisor structure, bundled wrap-fee program, and emphasis on digital distribution channels.

Brooks Slaughter is a CFP® professional with 33 years of experience in financial advising. He is the sole advisor at Strategic Investment Management in Austin, TX, where he has worked since 2003. His prior work includes roles at Richard P. Slaughter Associates, Inc. and RPS Retirement Plan Advisors. Strategic Investment Management provides discretionary portfolio management and comprehensive financial advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamentally driven, active investment approach tailored to each client’s risk tolerance, time horizon, and goals.

Robert Hoyt is a financial advisor at Vectis Capital in Austin, TX, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at MCM Wealth, Blue Hall Capital, and Allied Health Professionals, LLC. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with added family office services. The firm combines multiple investment approaches and manages private investment operations, serving a small client base with a multi-advisor team.

Bradley Bolnick is a financial advisor at Gcb Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. He has previously worked with Private Portfolio Partners and LPL Financial and has been an insurance agent since 2014. Outside of financial services, Bolnick has worked as an actor in commercials, TV shows, theatre, and movies. GCB Private Wealth serves individual and institutional clients, offering fee-based advisory services, discretionary portfolio management, and retirement plan consulting. The firm employs a tactical asset allocation approach using a broad range of investment tools and provides 3(21) pension consulting and participant education without a stated account minimum.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Archer Investment Management and previously held roles at Dimensional Fund Advisors, SKG, Inc., Garbo, Inc., Southeastern Technical College, and PetSmart. Outside of his advisory work, he owns and operates a small home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management and comprehensive financial planning, following an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Christi Van Rite is a financial advisor at White River Investments with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Raymond James & Associates, and U.S. Capital Wealth Advisors. Outside of advisory work, she is the managing member of BY DEV CO, LLC, a real estate development company involved in project coordination and budgeting. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and wealth/family office services. The firm combines tailored investment strategies with behavioral financial counseling and ESG screening, providing family office-style services despite its small size.

Issam Bakir is a financial advisor at TNT Asset Management, LLC with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Bakir has been with TNT Asset Management since 2010 and previously worked at Next Financial Group Inc. He serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm emphasizes long-term investing with model portfolios tailored to different risk profiles and frequently utilizes SEI-managed models and third-party managers.

Alexander Goodwin is a Series 65–licensed advisor at Turner Capital Investments, LLC with three years of industry experience. He previously worked at Legacy Wealth Management, LLC and has been involved with Turner Capital Investments since 2018. Outside of his advisory role, Goodwin serves as a manager for ARX BTC, LLC, a company providing Bitcoin services. Turner Capital Investments offers discretionary investment management to affluent individuals and business entities through a range of actively managed, rule-based strategies focused on stocks and exchange-traded funds. The firm utilizes technical algorithms and momentum signals, including leveraged and inverse ETFs, with an emphasis on documented risk controls and volatility monitoring.

Peter Markovich is a CFP® with 15 years of experience in the financial services industry. He is currently with 994 Group and has previously worked at MJR Financial LLC and Kestra Financial Services. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a blend of Fundamental Analysis and Modern Portfolio Theory to create diversified portfolios using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside relationships with third-party money managers.

Christopher Angelo is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at S Squared Advisors LLC since 2016 and previously spent four years at Kappa Asset Management LLC. S Squared Advisors LLC provides discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities. The firm uses a bottom-up, multi-factor ranking methodology to construct diversified portfolios across various strategies, including hedged and dynamic approaches, and incorporates derivatives and leverage when appropriate.

Teresa Jammal is a financial advisor at Carlin Wealth Management Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Before entering the financial services industry, she was involved with Pubcrawler of Austin, Emler Swim School, and Top Shelf Events. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients with discretionary and non-discretionary managed accounts and financial planning services. The firm focuses on model-based portfolios emphasizing ETFs and equities, employing third-party money managers and using block trades for execution.

Ryan Barden is a financial advisor at Barden Capital Management, Inc. in Austin, TX, with 16 years of industry experience and securities licenses Series 63 and Series 65. He has been with Barden Capital Management since 2006. Barden Capital Management provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. The firm utilizes a tailored investment approach that combines quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

Jon Lo Presti is a financial advisor with Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, JPMorgan Securities, and independent insurance agency work spanning 15 years. He also serves as president of a family holding company, Decca Group LLC. Decca Private Wealth Management serves individual and high-net-worth clients with tailored portfolio management, retirement plan services, and managed held-away accounts. The firm employs conventional portfolio construction techniques and may use independent sub-advisors, offering personalized client relationship management and quarterly account reviews.