Audrey Soza is a financial advisor at Beacon Advisors with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Securities, LLC and Custos Family Office. 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, employing a combination of long-term, tactical, and value-oriented strategies tailored to clients’ objectives and risk tolerance.

James Garvin is a CFP® and Series 66 credentialed financial advisor at SeedSafe Financial LLC with eight years of industry experience. His work history includes roles at SeedSafe Financial, Garvin Planning Co., and Edward Jones. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and technology industry employees. The firm generally employs a passive investment approach with diversified portfolios of low-cost index mutual funds and ETFs, alongside educational seminars and optional tax return preparation.

Lorri Winkcompleck is a financial advisor at GAP Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with GAP Financial since 2017. Outside of her advisory work, she is involved with Austin Ridge Church. GAP Financial Services offers investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and plan sponsors. The firm utilizes passive asset-allocation strategies with index mutual funds and ETFs, complemented by an active options-writing program, and provides multiple planning delivery models and retirement plan services.

Barbara Johnson is a financial advisor at Capstar Financial Services LLC in Austin, TX, holding Series 65 and Series 66 licenses with six years of industry experience. She has been with Capstar Financial Services since 2015. Capstar Financial Services offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, managing approximately $208 million across 376 client relationships. The firm combines modern portfolio theory with technical analysis and employs both long-term and short-term trading strategies, while also providing periodic educational seminars and workshops for clients.

Today’s modern wealth builders understand they need someone to represent their best interests in a non-commission based fiduciary role, someone who also has access to the institutional level products and a massive research database. For the past 26 years, Jarrod Winkcompleck has offered clients both. Jarrod started his working life as an investment advisor with a national brokerage firm before becoming a Certified Financial Planner (CFP®), assisting our nation’s veterans as a Senior Financial Planner for USAA. In addition to this professional designation, Jarrod has qualified for and then earned six more highly valued professional designations: Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), Cash Balance Consultant (CBC®), Certified Health Savings Advisor (CHSA®), and Chartered Advisor for Senior Living (CASL®). As his professional career advanced, he served as Director of Business Development and Senior Planner for one of Texas’ largest and most profitable Registered Investment Advisors. In recent years, he also acted as Partner and Senior Advisor to a specialized private wealth management firm before founding Gap Financial Services, a firm birthed from his desire to bring honesty and integrity to all clients seeking to build their financial legacies. In 2019, he accepted an appointment from the Texas Lt. Governor to serve on the Texas Prepaid Higher Education Tuition Board, a group of experts dedicated to managing the Texas Tuition Promise Fund and Texas 529 Savings Plan. He graduated from the University of Texas at Arlington with a BBA in Finance. Jarrod has been married for twenty-nine years and has one high-school aged daughter.

I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life. My mission is to cut through the crap and meet you where you are. I offer you online, automated ways to manage your money with flexible financial planning. I work with tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth. I help my clients learn more about stock option/RSU strategies, IPO and acquisition stock sale strategies, real estate investment analysis, business strategy and other financial planning topics. In my off-time, I enjoy mentoring startups through Techstars and helping small business owners think more about their operations and financial metrics. I am originally from Dallas, Texas and I graduated from the University of Texas at Austin with a degree in the Business Honors Program and Accounting with a Masters in Professional Accounting. Before founding SeedSafe Financial, I was a Director of the Investment Team for Lighter Capital, a financial advisor at Merriman Wealth Management, and headed the tax department for Dimensional Fund Advisors.

Suzette Porter is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding a Series 65 designation and 16 years of industry experience. Her prior work includes roles at Fidelity Bank and Global Financial Private Capital, LLC. She serves as a finance committee member and volunteer at Live Austin Church. Capstar Financial Services LLC provides portfolio management, financial planning, and third-party manager selection for individual, high-net-worth, and small business clients. The firm uses both modern portfolio theory and technical analysis to construct portfolios and offers client education through seminars and workshops.

Ryan Nixon is a Series 65 licensed financial advisor with 20 years of industry experience. He has been with Nixon Capital LLC since 2008. Nixon Capital LLC provides discretionary investment management to high-net-worth individuals, trusts, corporations, pooled investment vehicles, and other advisers. The firm focuses on a concentrated long-only value equity approach for separate accounts and also manages a long/short, opportunistic value strategy through a pooled investment vehicle.

Timothy Sittler is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Planning Works Advisory, Inc. in Austin, TX. His prior experience includes roles at UBS Financial Services Inc., P1 Capital LLC, Waterloo Capital Management, LLC, and Calton & Associates, Inc. He is also a self-employed independent insurance agent. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, global diversification, and fundamental security analysis, managing approximately $178.5 million for around 122 clients.

Rachael is a Partner and Director of Financial Planning at Peltoma Capital Partners. She splits time between Austin, TX and Park City, UT with her husband, daughter, and Australian Shepherd. With over a decade of financial experience, Rachael is passionate about leveraging financial planning to help people reclaim life’s most valuable asset—time—and using it to construct lives of meaning, happiness, and fulfillment. Before finding her niche at Peltoma in 2023, Rachael honed her investment expertise as a Regional Director at Dimensional Fund Advisors, a leading global investment manager renowned for applying empirical research to real-world investment portfolios. In that role, she oversaw billions of dollars in assets and consulted to many of the nation’s top performing financial advisory firms on asset allocation and evidence-based investing principles. As a result of that experience, she sought to build the type of advisory firm that she would like to be a client of. An avid traveler, Rachael is passionate about empowering others to experience the world more deeply. Having ventured through 38 countries (and counting), she champions the myriad benefits of sabbaticals, remote work experiences, and long term travel opportunities. Rachael graduated magna cum laude from The University of Texas at Austin, earning her Bachelor's degree in Finance. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, she is committed to serving clients as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.

Sophia Daigle is a CFP® professional with 13 years of industry experience, currently serving clients at Gen Y Planning in Austin, TX. Her prior experience includes roles at Ellevest, Inc. and operating Sophia Bera LLC, where she conducts speaking engagements and seminars on general financial planning topics. She also works as a freelance author, editor, and speaker outside of her advisory duties. Gen Y Planning serves individual clients, families, trusts, and retirement plans, managing approximately $53.7 million in assets across about 90 client relationships. The firm employs a passive, index-based investment approach grounded in Modern Portfolio Theory, utilizing a third-party platform for discretionary portfolio management and offers both fixed-fee and hourly financial planning options.

Roger Brooks is a financial advisor with Strategic Investment Management in Round Rock, TX, holding a Series 63 designation and 22 years of industry experience. He has been with Strategic Investment Management since 2014. Strategic Investment Management serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate clients by providing discretionary portfolio management and comprehensive financial advice. The firm employs active asset management with a focus on fundamental analysis, managing portfolios on a discretionary basis within the parameters set by an affiliated investment committee.

Vicki Aycock is an advisor at Austin Money Management Corporation with one year of industry experience. She has been involved with Tarrytown United Methodist Church for over 30 years. Austin Money Management Corporation provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm uses a tactical asset-allocation approach with customized portfolio management, primarily recommending exchange-traded funds and mutual funds, and offers a range of retirement-plan services and advisory products.

Robert Berger is the principal of Founder Family Financial, LLC in Austin, TX, with 15 years of industry experience and a Series 66 designation. He founded the firm in 2014 and serves as the sole advisor. Outside of his advisory work, Berger is involved with the YMCA as treasurer and incoming president. Founder Family Financial, LLC provides wealth management, investment management, family office, and financial planning services to individuals, family offices, trusts, estates, and pooled investment vehicles. The firm manages over $321 million in discretionary assets and offers personalized portfolio management and planning tailored to client objectives, including strategies that incorporate margin and derivatives.

Walter Thomas is a financial advisor at GoalFusion Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked in roles including tax consulting and nonprofit ministry. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $199 million across about 295 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset allocation and periodic rebalancing to align portfolios with clients’ objectives and risk tolerances.

Clay Carter is a financial advisor with Blue Waters Advisory Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Blue Waters since 2012. Outside of advisory services, he is appointed with various insurance carriers to broker life, health disability, and non-registered group annuities. Blue Waters Advisory Group provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified, tax-aware portfolios with a focus on consistency of returns and drawdown risk.

Ryan Redfern is a financial advisor with Rgb Capital Group in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 21 years of industry experience. He has worked at Shadowridge Asset Management since 2012 and joined Rgb Capital Group in 2024. Outside of advising, he serves as chairman of the National Association of Active Investment Managers, is a partner in a music publishing and licensing firm, and treasurer of the Interfaith Arts Council, a nonprofit organization. Rgb Capital Group is a state-registered investment adviser serving individuals, charitable organizations, and business entities with approximately $86 million in discretionary assets. The firm focuses on capital preservation and active risk management through diversified strategies employing mutual funds and ETFs, offering both asset-based and performance-based fee arrangements.

Gloria Park is a financial advisor at Nest Financial LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. She has been with Nest Financial and its related entities since 2015 and previously worked at Sagepoint Financial, Inc. She also owns and operates a retail apparel business in San Antonio, TX. Nest Financial serves individual clients, pension plans, and nonprofit organizations by providing asset management, financial planning, and estate-planning services, utilizing a blend of fundamental and technical investment strategies tailored to client needs.

Misty Cherniss is a CFP® and Series 66 licensed advisor with six years of industry experience. She currently works at SeedSafe Financial LLC and has held prior roles at TSG Advice Partners, Clarity Financial Planners, and First Command Financial Planning. She previously owned Cherniss Planning LLC, though she is no longer active in that business. SeedSafe Financial provides investment management and financial planning to individual and high-net-worth clients, focusing on entrepreneurs, executives, and technology employees. The firm employs a passive investment approach with diversified portfolios primarily composed of low-cost index mutual funds and ETFs, offering comprehensive planning and discretionary portfolio management tailored to client needs.

Jordyn Middlebrooks is an Investment Adviser Representative at Obran Capital Advisors LLC with two years of industry experience. She holds a Series 65 credential and operates Reimagine Wealth LLC, a Texas-based financial coaching and consulting business. Jordyn has prior experience at Saltbox Financial LLC and other financial and technology firms. Obran Capital Advisors LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, incorporates values-based screening, and offers customized solutions including private impact investments and educational seminars.