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.

Yunny Dang is a CFP® with 21 years of industry experience, currently serving as an advisor at Symphony Retirement Partners LLC since 2025. Prior to this, Dang worked for 20 years at Lincoln Financial Advisors and briefly at OSAIC. Outside of advising, Dang has served as a poll worker during election periods. Symphony Retirement Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, corporations, and other entities. The firm offers investment management, tiered financial planning, and retirement plan consulting, employing a combination of fundamental and technical analysis along with portfolio supervision on discretionary and non-discretionary bases.

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.

Matthew Goff is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at firms such as New York Life Insurance and Camino Real Financial Strategies. He is also involved with Networthy Publishing, LLC. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of analytic methods and offers client-specific model portfolios managed through its online Ark Academy program.

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.

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 bringing 53 years of industry experience. He has been involved with firms including Integrity Alliance, LLC, Lion Street Financial LLC, and M HOLDINGS SECURITIES, Inc. Additionally, he provides expert witness testimony outside of his advisory work. Kentor Financial offers wealth management, financial planning, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily recommends and selects third-party investment advisers, coordinating implementation and ongoing monitoring tailored to each client's objectives, risk tolerance, and time horizon.

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.

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, Texas, 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. II Technology provides discretionary asset management and systematic risk-management solutions primarily to individual and high-net-worth clients, as well as to registered investment advisers and investment companies, including ETFs. The firm employs a proprietary quantitative research methodology and an Active Risk Management Overlay Regimen to manage risk and investment strategies, often implementing these through the ARMOR Core ETF.

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.

Robert Hoyt is a financial advisor at Vectis Capital in Austin, TX, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at MCM Wealth, Blue Hall Capital, and Allied Health Professionals, LLC. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with added family office services. The firm combines multiple investment approaches and manages private investment operations, serving a small client base with a multi-advisor team.

Bradley Bolnick is a financial advisor at Gcb Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. He has previously worked with Private Portfolio Partners and LPL Financial and has been an insurance agent since 2014. Outside of financial services, Bolnick has worked as an actor in commercials, TV shows, theatre, and movies. GCB Private Wealth serves individual and institutional clients, offering fee-based advisory services, discretionary portfolio management, and retirement plan consulting. The firm employs a tactical asset allocation approach using a broad range of investment tools and provides 3(21) pension consulting and participant education without a stated account minimum.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Archer Investment Management and previously held roles at Dimensional Fund Advisors, SKG, Inc., Garbo, Inc., Southeastern Technical College, and PetSmart. Outside of his advisory work, he owns and operates a small 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 offers discretionary portfolio management and comprehensive financial planning, following an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Christi Van Rite is a financial advisor at White River Investments with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Raymond James & Associates, and U.S. Capital Wealth Advisors. Outside of advisory work, she is the managing member of BY DEV CO, LLC, a real estate development company involved in project coordination and budgeting. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and wealth/family office services. The firm combines tailored investment strategies with behavioral financial counseling and ESG screening, providing family office-style services despite its small size.