Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.

Alexander Goodwin is a Series 65–licensed advisor at Turner Capital Investments, LLC with three years of industry experience. He previously worked at Legacy Wealth Management, LLC and has been involved with Turner Capital Investments since 2018. Outside of his advisory role, Goodwin serves as a manager for ARX BTC, LLC, a company providing Bitcoin services. Turner Capital Investments offers discretionary investment management to affluent individuals and business entities through a range of actively managed, rule-based strategies focused on stocks and exchange-traded funds. The firm utilizes technical algorithms and momentum signals, including leveraged and inverse ETFs, with an emphasis on documented risk controls and volatility monitoring.

Peter Markovich is a CFP® with 15 years of experience in the financial services industry. He is currently with 994 Group and has previously worked at MJR Financial LLC and Kestra Financial Services. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a blend of Fundamental Analysis and Modern Portfolio Theory to create diversified portfolios using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside relationships with third-party money managers.

Christopher Angelo is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at S Squared Advisors LLC since 2016 and previously spent four years at Kappa Asset Management LLC. S Squared Advisors LLC provides discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities. The firm uses a bottom-up, multi-factor ranking methodology to construct diversified portfolios across various strategies, including hedged and dynamic approaches, and incorporates derivatives and leverage when appropriate.

Teresa Jammal is a financial advisor at Carlin Wealth Management Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Before entering the financial services industry, 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 managed accounts and financial planning services. The firm focuses on model-based portfolios emphasizing ETFs and equities, employing third-party money managers and using block trades for execution.

Ryan Maas is a financial advisor at ATX Financial Planning, LLC in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at NetApp and IBM. Outside of his financial career, he is involved with the Lone Star Curling Club. ATX Financial Planning provides discretionary investment management and financial planning to individuals and high-net-worth clients, offering ERISA plan services as a fiduciary. The firm employs a mix of fundamental and technical analysis and uses structured-outcome ETFs, commodities, and selective international exposure, alongside proprietary strategies for qualified clients managed under performance-based fee arrangements.

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 with over 30 years of industry experience. She holds the ChFC® designation and Series 63 license, and has previously worked with firms including Lion Street Financial and M HOLDINGS SECURITIES, Inc. Mcclain also manages family-owned rental property. Kentor Financial provides wealth management, financial planning, and consulting services primarily by recommending and coordinating third-party investment advisers for individuals and various organizational clients. The firm offers tailored, non-discretionary advice while collaborating with clients’ other professional advisers.

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 and a Series 65 designation. She has worked at Gap Financial Services since 2017 and was previously self-employed for eight years. Outside of her advisory role, she has been involved with Austin Ridge Church since 2022. Gap Financial Services provides discretionary investment management, written financial planning, and a comprehensive planning retainer to individuals—including high-net-worth clients—as well as businesses and retirement plan sponsors. The firm typically employs a passive investment approach with index mutual funds and ETFs, supplemented by a proprietary options program.

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. Her prior roles include positions at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Uvest Financial Services Group, and Edward Jones. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, managing approximately $208 million across about 376 client relationships. The firm combines modern portfolio theory with technical analysis and employs both long- and short-term trading strategies, also offering 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.

Sarah Borgonah is a financial advisor at Watercolor Financial in Austin, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at Steward, Inc. and Northwestern Mutual. Watercolor Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, high-net-worth clients, trusts, estates, and businesses. The firm employs a strategic asset-allocation approach with diversified mutual funds and ETFs, integrating modern portfolio theory and fundamental analysis, and manages $234.8 million in assets across a three-advisor team.

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.

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.