Philip Dorr is a financial advisor at Water Valley Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Water Valley Investment Advisors since 1998. Water Valley Investment Advisors provides portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, offering discretionary and non-discretionary management along with retirement plan fiduciary services. The firm’s investment approach focuses on fundamental analysis and long-term trading, with regular account reviews and use of mutual funds and ETFs.

Hal Dobbs is a CFP® professional with over 21 years of experience in financial advising. He has worked at Watercolor Financial since 2023 and previously spent three years at Northwest Asset Management and sixteen years at Lucien, Stirling & Gray Advisory Group, Inc. in various roles. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 client relationships, employing a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Robyn Krahn is a financial advisor with Resource Consulting Group, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., FSC Securities Corporation, and LPL Financial, LLC. She is also a senior wealth manager at RCG Finish Well, LLC, an investment-related LLC. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers a holistic, values-based planning process with written evaluations and investment policy statements, focusing on strategic and tactical asset allocation while clients retain custody and decision-making authority.

Akhsheiy Tangutur is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Schwab and Lovins Trosclair PLLC. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform. The firm offers automated suitability scores to guide investment decisions while clients retain final authority over trades.

William Pittenger is a financial advisor at Redbud Advisors in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Redbud Advisors in 2022, he was affiliated with Riverbend Church for six years. Outside of his advisory role, he occasionally operates a short-term rental on a personal property. Redbud Advisors is a four-advisor firm managing approximately $368 million for individual and high-net-worth clients. The firm employs a planning-first approach with a focus on low-cost, passive investments, tax efficiency, and integrates real estate activities through its principals’ roles in real estate brokerage and pooled real estate vehicles.

Mikiel Featherston is a financial advisor with Planning Works Advisory, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Waterloo Capital Management, Calton & Associates, Inc., and Smart Money Group, LLC. He is also an independent insurance agent and operates a consulting firm focused on business financial management, transition, and employee benefit consulting. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm employs a modern portfolio theory-based investment approach that utilizes mutual funds, ETFs, fundamental security analysis, and market trend evaluation, tailoring portfolios to client risk profiles and objectives.

David Robinson is a CFP® professional with 37 years of experience in financial advisory services. He is president of Resource Consulting Group, Inc., where he has worked since 1989, and also serves as managing member of RCG Finish Well, LLC, his wealth management firm. Prior to this, he was associated with Fsc Securities Corporation from 1989 to 2023. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses, focusing on a values-based planning process with written evaluations and tailored asset allocation guidance. The firm does not manage client assets directly and offers modular planning and qualified retirement plan consulting using fixed or hourly fees instead of percentage-based asset management charges.

Lawrence Dove is a financial advisor at Core Partners in Austin, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Core Investment Group and SagePoint Financial. In addition to his advisory role, he is appointed as an insurance broker for life and health insurance products. Core Partners serves individuals, foundations, small businesses, and pension and profit-sharing plans by offering financial planning, portfolio management, retirement plan advisory, and business consulting. The firm primarily uses third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

Theodore Leclair is a financial advisor with 19 years of industry experience, currently practicing at 994 Group since 2018. He holds the Series 63 designation and has prior experience at Natixis Global Associates. Leclair serves as a Rear Admiral in the United States Navy Reserve and is a partner at Saltwater Leadership, a leadership and consulting firm. 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 and maintains sub-advisory relationships for specialized strategies.

Don Lansing is a Series 65-licensed financial advisor with MarketTrend Advisors, Ltd. in Austin, TX, where he has worked since 2004. He has 22 years of industry experience and is also the managing partner of Lansing Investments, LLC, a Texas-registered investment advisory firm. MarketTrend Advisors serves individual clients, high-net-worth individuals, small businesses, pensions, trusts, and charitable organizations with discretionary portfolio management across multiple strategies. The firm combines technical and fundamental analysis to identify market trends and employs tactical, trend-following, and higher-frequency trading approaches, utilizing ETFs, mutual funds, closed-end funds, and sometimes margin or options.

Susan Geist is a financial advisor with Rising Femme Wealth in Austin, TX. She holds a Series 65 designation and has experience at Rising Femme Wealth, McAllister and Quinn, Susan Geist Coaching, and the U.S. Economic Development Administration. Rising Femme Wealth is a fee-only registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a primarily passive, long-term investment approach based on Modern Portfolio Theory, while offering tailored plans, discretionary portfolio management, and socially responsible investing options.

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 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 with Douglas Capital Advisors holding a Series 65 credential and one year of industry experience. He has previously held roles at Archer Investment Corporation, Avantax Insurance Agency, and Avantax Advisory Services. Outside of advising, 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 that prioritizes tax efficiency and low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management and consulting 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 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 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.