Teresa Jammal is a financial advisor with Carlin Wealth Management Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Prior to her financial services work, 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 portfolio management and financial planning. The firm emphasizes ETF and equity exposure through third-party model portfolios, employs various investment strategies including borrowing and derivatives within separately managed accounts, and executes most trades via block trading.

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.

I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that. I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds. Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I'm that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

Sonya Leszczynski is a financial advisor at Black Dog Financial Ltd. in Austin, TX, holding a Series 66 designation with 18 years of industry experience. She has worked at Black Dog Financial since 2012 and was self-employed from 2007 to 2018. Black Dog Financial Ltd. provides personalized financial planning and discretionary investment management primarily to individual, corporate, and small business clients. The firm employs a top-down investment approach combining technical and fundamental analysis and does not sell commission products or act as custodian for client assets.

Marla Mcclain is a financial advisor at Kentor Financial in Austin, TX, holding a ChFC® designation and a Series 63 license, with 29 years of industry experience. Her prior roles include positions at Integrity Alliance, Lion Street Advisors, and M Holdings Securities. She is also the owner of The Michael Kentor Company, through which she conducts investment advisory activities and sells non-variable life insurance and annuities. Kentor Financial provides wealth management and financial planning services to individuals, trusts, and various organizations. The firm emphasizes advisor-led planning and third-party manager selection, offering non-discretionary advice and monitoring outside money managers rather than managing client assets directly.

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.

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.

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.