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.

Yunny Dang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Symphony Retirement Partners LLC. Prior to joining Symphony, she spent two decades at Lincoln Financial Advisors and briefly worked at Osaic Wealth, Inc. Outside of advising, she is a licensed insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, and volunteers as a poll worker during elections in Austin, TX. Symphony Retirement Partners LLC advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm combines fundamental analysis, technical methods, and modern portfolio theory to implement both long- and short-term strategies, with a predominance of client-directed accounts.

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.

Lei Duan is a CFP® and Series 65-licensed financial advisor at Open Door Investment Advisors, Inc. with one year of industry experience. Prior to joining Open Door, Lei worked at KPMG and Maxwell Locke & Ritter, LLP, where she served as an independent contractor managing financial due diligence projects. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans with a conservative, long-term buy-and-hold equity strategy focused on individual equities supported by fundamental and technical analysis. The firm manages approximately $36.8 million for about 50 client relationships through a two-advisor team.

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.

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, TX, 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 and was a student from 2015 to 2024. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to deliver quantitative, rules-based strategies focused on systematic risk management and diversification.

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.

Robert Hoyt is a financial advisor at Vectis Capital 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 is an SEC-registration applicant that provides portfolio management and financial planning primarily for ultra-high-net-worth individuals and families. The firm employs a multi-disciplinary investment approach and offers services including private fund allocations and coordination with clients’ tax and estate advisors.