Simone Vannoy is a financial advisor at Vannoy Advisory Group, Inc. in Austin, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Vannoy Advisory Group since 2008. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm uses a long-term, buy-and-hold strategy focused on diversified, low-cost funds and provides customized plans along with ongoing client communication through an online portal and regular reviews.

Alexander Gouws is a financial advisor at Nixon Capital LLC in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Nixon Capital, he spent eight years in full-time education. Nixon Capital provides discretionary investment management to high-net-worth individuals, trusts, corporations, and other advisers, focusing on a concentrated long-only value equity model for separate accounts and a long/short opportunistic value strategy for its pooled investment vehicle.

Lewis Leavitt IV is an advisor at Somos Financial Partners LLC with Series 65 and Series 63 licenses. He has seven years of experience in private credit investing, previously working at AllianceBernstein Private Credit Investors, and is also a partner at CrowdOut Capital. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients, employing a variety of analysis methods and requiring clients to use a designated custodian.

Roland Wiederaenders is the sole advisor at Real Advisers LLC RIA Series in Austin, TX, holding five years of industry experience. He also owns and practices law at Wiederaenders Law Firm, PLLC, where he focuses on securities and investment management-related legal issues. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors, with a focus on real estate-related securities and privately offered real estate funds. The firm follows a long-only, value-oriented, bottom-up investment approach and offers both managed accounts and private funds with diversified, illiquid positions.

Peter Teneriello is a financial advisor at Pomifer Capital Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Sapient Capital, Stifel, and the Texas Municipal Retirement System. He serves on the Investment Committee of the Catholic Foundation - Diocese of Austin, a nonprofit organization supporting Catholic ministries and schools in Central Texas. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and other alternative investments. The firm emphasizes bottom-up manager selection, extensive due diligence, and ongoing portfolio monitoring.

Kathryn Moreno is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Bearing Financial Advisors, LLC since 2014 and previously at Calton & Associates, Inc. from 2016 to 2019. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and manages several factor-driven equity models while integrating tax-aware strategies and active versus passive considerations.

Michael Heffernan is a financial advisor at S Squared Advisors LLC in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with S Squared Advisors since 2016. S Squared Advisors LLC offers 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. The firm manages approximately $79 million in assets and utilizes strategies that include long-only, hedging, and dynamic allocations with derivatives and leverage.

Joseph Montanaro Jr. is a CFP® professional with 23 years of experience in financial services, currently serving at GAP Financial Services since 2026. His prior roles include five years with USAA Military Affairs and several years within other USAA financial planning and investment services divisions. 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 primarily passive asset-allocation strategies supplemented by an options-writing program and provides a range of planning models and retirement plan solutions.

Howard Douglas III is a CFP® with eight years of experience in financial services. He is a principal at Douglas Capital Advisors, where he has worked since 2021. His prior experience includes roles at Morgan Stanley, MassMutual Life Insurance Company, and Waddell & Reed. Outside of advisory work, he operates a retail business focused on health, beauty, and wellness products and services. Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm follows a planning-first, evidence-based approach with an emphasis on tax efficiency, using primarily low-fee, tax-advantaged ETFs and mutual funds, and offers educational seminars and enterprise services such as exit and succession planning.

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Raymond James & Associates, Ameriprise Financial Services, and Cantella & Co., Inc. Outside of advising, she has been involved as a partner in a real estate development business. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, while offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Eric Barden is a CFA® charterholder with 19 years of industry experience. He has been with Barden Capital Management, Inc. in Austin, TX since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to tailor investment strategies across equity, fixed-income, and ETF models.

Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.

Reed Johnson is a financial advisor at Carlin Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 designation and is based in Austin, TX. Prior to joining Carlin Wealth Management Group, he was a full-time student for ten years. Carlin Wealth Management Group, LLC is an SEC-registered adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning consulting. The firm emphasizes ETF and equity exposure through third-party model portfolios and employs strategies including asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches.

Richard Kranz is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is affiliated with Portfolio Management, LLC in Austin, Texas, where he has worked since 1992. Portfolio Management, LLC provides discretionary investment management services to a diverse client base, including individuals, trusts, pension plans, and institutions. The firm employs a long-term, asset-allocation approach focused on diversification and fundamental analysis, managing approximately $144.4 million across about 115 client relationships.

Kirsten Tollefson is the principal advisor at Tollefson and Company Investment Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led her firm since 2010. Tollefson and Company provides portfolio management and investment advisory services primarily to high-net-worth individuals, corporations, trusts, and retirement plans, focusing on a relatively small and concentrated client base. The firm emphasizes formal research, internal supervision, and compliance in its advisory approach.

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. He has been with Integrated Wealth Strategies since 2013. Outside of advisory work, he has served as an analyst in a non-investment-related capacity within the firm. Integrated Wealth Strategies serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business owners with comprehensive financial planning and discretionary portfolio management. The firm employs a written investment policy statement for each client and combines asset allocation, fundamental, technical, and cyclical analysis with modern portfolio theory in portfolio construction and monitoring.

Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis within a defined investment universe and offers additional services such as business financial modeling and educational seminars.

Adam Hull is a financial advisor at Brookline Wealth, LLC in Austin, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Redbud Advisors, AdvicePeriod, RPG Family Wealth Advisory, and Ram Financial Group. Brookline Wealth provides wealth advisory oversight and discretionary portfolio management for high-net-worth individuals, families, and business entities, offering integrated planning services such as accounting oversight, trust advisory, estate and wealth transfer planning, philanthropy, and concentrated-wealth strategies. The firm emphasizes tailored family governance and operates with a fixed advisory fee model.

David Haselwood is a financial advisor at Fort Point Capital Partners LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trilogy, Inc., JFL Capital Management, Lyon Street Capital, Prytime Medical Devices, and G-Con Manufacturing. Outside of his advisory role, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active risk management, and tax-aware strategies, and operates a multi-series, fund-of-funds private investment program that allocates across alternative yield, growth equity, real estate, and credit strategies.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.