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.

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.

David Traff is a financial advisor at Bisonwood Financial Management in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Bisonwood since 2006. One of the firm’s principals is involved in angel investing and holds a corporate role related to that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and uses low-cost ETFs alongside fundamental and technical analysis, with flexibility for short-term trading strategies under discretionary authority.

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.

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.

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.

Susan Curran is a CFP® with 13 years of industry experience and is the managing member of Curran Financial Partners, LLC, where she has worked since 2015. She also operates Susan Curran Financial, providing tax preparation and accounting services. Outside of her financial advisory work, she serves as chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct long-term, strategic asset allocations, primarily using mutual funds and ETFs, with ongoing portfolio monitoring and client communication.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.

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.

Iwona Cholewa is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. She is currently with Powerhouse Assets LLC and has prior experience at Avandra NWA LLC, Hemington Wealth Management, and Dimensional Fund Advisors LP. Outside of her advisory work, she is involved in adventure travel activities. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on diversified accounts through mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient investments, and aligns portfolios with clients’ time horizons and risk tolerances.

Emily Teague is a CFP® professional currently with Peltoma Capital Partners, where she has worked since 2025. She has two years of overall industry experience, including three years at Dimensional Fund Advisors and prior roles related to Washington and Lee University. Peltoma Capital Partners serves individuals, corporations, and business entities with wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm uses a fee-only model and combines passive and active investment strategies guided by Modern Portfolio Theory, offering tailored portfolios and socially responsible options upon request.