Douglas Arnest is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Barden Capital Management, Inc. in Austin, TX, and has worked at 360 Financial, LLC since 2014, where he also serves as founder and CEO. Outside of his advisory role, he is involved with Delta Settlements as a settlement planner, providing planning services related to structured settlement annuities. Barden Capital Management offers investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. The firm employs a tailored investment process that integrates quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

John Brodnax is a CFP® professional with 24 years of experience, serving as the sole advisor at Texas Asset Management. He has practiced law since 1994 at the Law Office of John W. Brodnax and is a CPA at Brodnax & Karnes, P.C. Texas Asset Management is an independent, single-adviser registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth individuals, trusts, qualified retirement plans, and small businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on asset allocation and diversified portfolios primarily composed of institutional-class, passively managed mutual funds tailored to client investment policy statements.

Caden Brown is a financial advisor at Halbert Wealth Management, Inc in Austin, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Charles Schwab & Co., Inc. Outside of finance, he has worked in the restaurant and hospitality industries. Halbert Wealth Management provides investment management and financial planning to individual and institutional clients, offering both discretionary and non-discretionary programs with an active money management approach that includes tactical allocations and risk management strategies.

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.

Thomas Twombly is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc with 41 years of industry experience. He has been with the firm since 1993, having worked with both Lucien, Stirling & Gray Advisory Group, Inc. and its predecessor entity, Lucien, Stirling & Gray Financial Corporation. He holds Series 63 and Series 65 licenses. Lucien, Stirling & Gray Advisory Group Inc provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with a buy-and-hold strategy overseen by an internal Investment Policy Committee, managing approximately $130.9 million in client assets.

Marc Jimenez is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with CAM Investor Solutions and previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, he owns and operates the Full Mate Chess Institute, which focuses on tutoring and promoting chess in the community. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a combination of asset-allocation frameworks and techniques such as technical analysis and dollar-cost averaging to tailor portfolios to client risk tolerances and objectives.

Michael Kentor is a financial advisor with Kentor Financial in Austin, TX, holding the ChFC® designation and Series 63 license, and has 52 years of industry experience. He has worked at firms including M Holdings Securities, Inc. and Lion Street Advisors, LLC, and owns The Michael Kentor Company, which engages in insurance sales. Kentor also provides expert witness testimony. Kentor Financial offers wealth management, financial planning, and investment recommendation services primarily to individuals and various institutional clients. The firm focuses on advisor-led planning and third-party manager selection, providing non-discretionary advice and monitoring outside money managers rather than managing client assets directly.

Chukwuchebem Orakwue is a financial advisor at Xantos Labs, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Samsung Austin Research Center, Lamada Ltd, and Huawei Devices USA. Xantos Labs provides discretionary portfolio management and investment consulting to individuals, retirement plans, trusts, foundations, and institutional clients exclusively through web and mobile software. The firm uses proprietary quantitative trading strategies and offers automated execution with fractional-share investing, operating solely as an internet adviser with a wrap program and a formal referral and solicitor program for marketing.

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.

Michael Charles is a financial advisor at Live Oak Investment Partners in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of investment advisory, he serves as an independent official for high school swimming and diving meets and holds several community roles in Georgetown, TX, including vice chair of the Housing Advisory Board and secretary for the Planning and Zoning Commission. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm combines qualitative and quantitative research with internal analysis, emphasizing risk management and net-of-costs return measurement, and it is known for advising other investment advisers and providing participant-level educational services for retirement plans.

Isabella Hambleton is a financial advisor at II Technology, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining II Technology, she worked at Morphic AI, Inc. from 2024 to 2025 and was a student from 2015 to 2024. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to deliver quantitative, rules-based strategies focused on systematic risk management and diversification.

Jack Marino is a CFP® with 21 years of experience in the financial industry. He has worked at Lake Hills Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, Marino is the founder and CEO of Fin & Forest, LLC, where he serves as a fractional CFO, and he also founded Lake Hills Masterminds, LLC, a professional development organization focused on general management 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 process using model portfolios and a systematic overlay driven by economic and technical indicators, including the use of derivatives in certain accounts.

Nicholas Duggan is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Town Lake Capital Management since 2020 and previously worked at Rice University for one year. Town Lake Capital Management provides discretionary investment management primarily to foundations, endowments, family offices, high-net-worth, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research, managing portfolios mainly in publicly traded equities, mutual funds, and ETFs, and also offers unbundled 401(k) consulting including fund recommendations and participant education.

Bradley Bolnick is a financial advisor at GCB Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Prior to joining GCB Private Wealth in 2018, he worked at Private Portfolio Partners and LPL Financial. Outside of his advisory work, he has experience as an actor in commercials, TV shows, theater, and movies. GCB Private Wealth serves individual and institutional clients, providing fee-based investment advisory services, discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tactical asset allocation strategy that combines modern portfolio theory with fundamental, technical, and cyclical analysis, using a diverse range of investment vehicles and strategies.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a 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 provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Christi Van Rite is a CFP® with 20 years of industry experience, currently serving at White River Investments in Austin, TX. Her prior experience includes roles at Raymond James & Associates, Inc. and U.S. Capital Wealth Advisors, LLC. Outside of financial advising, she is the managing member of a real estate development company, where she coordinates architects and engineers and manages project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with ESG screening and behavioral financial counseling, providing family office–style offerings despite its small size.

Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.

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® professional with 14 years of industry experience. He is currently with 994 Group in Austin, TX, and previously worked at MJR Financial LLC and Kestra Financial Services, Inc. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm’s investment approach combines Fundamental Analysis and Modern Portfolio Theory within a largely efficient market framework to build diversified portfolios using mutual funds and ETFs.

Christopher Angelo is a financial advisor at S Squared Advisors LLC in Austin, TX, holding a Series 65 designation with 13 years of industry experience. He has been with S Squared Advisors since 2016. S Squared Advisors LLC provides discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities, employing a bottom-up, multi-factor ranking methodology to construct diversified portfolios across major index constituents. The firm manages approximately $79 million in client assets and offers multiple strategies including long-only, hedged, small-cap, macro, dynamic hedged, and elevated asset allocation approaches using derivatives and leverage.