Misty Cherniss is a CFP® and Series 66 licensed advisor with six years of industry experience. She currently works at SeedSafe Financial LLC and has held prior roles at TSG Advice Partners, Clarity Financial Planners, and First Command Financial Planning. She previously owned Cherniss Planning LLC, though she is no longer active in that business. SeedSafe Financial provides investment management and financial planning to individual and high-net-worth clients, focusing on entrepreneurs, executives, and technology employees. The firm employs a passive investment approach with diversified portfolios primarily composed of low-cost index mutual funds and ETFs, offering comprehensive planning and discretionary portfolio management tailored to client needs.

Jordyn Middlebrooks is an Investment Adviser Representative at Obran Capital Advisors LLC with two years of industry experience. She holds a Series 65 credential and operates Reimagine Wealth LLC, a Texas-based financial coaching and consulting business. Jordyn has prior experience at Saltbox Financial LLC and other financial and technology firms. Obran Capital Advisors LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, incorporates values-based screening, and offers customized solutions including private impact investments and educational seminars.

Emily Teague is a CFP® professional currently with Peltoma Capital Partners, where she has worked since 2025. She has two years of overall industry experience, including three years at Dimensional Fund Advisors and prior roles related to Washington and Lee University. Peltoma Capital Partners serves individuals, corporations, and business entities with wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm uses a fee-only model and combines passive and active investment strategies guided by Modern Portfolio Theory, offering tailored portfolios and socially responsible options upon request.

Jeffrey Munjack is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with JDM Financial Group LLC since 2002. In addition to his advisory role, he is active as an insurance agent through various insurance agencies. JDM Financial Group serves high-net-worth individuals, corporations, and other financial institutions with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes asset allocation using mutual funds and ETFs, integrates fundamental and behavioral finance analyses, and offers both wrap and non-wrap advisory programs.

Aaron Haase is a financial advisor at Avondale Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Avondale Wealth Management, he held roles at EF Education First and with the Detroit Tigers. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and non-profit relationships. The firm employs a dynamic, top-down multi-asset allocation approach through model portfolios and typically manages investment accounts on a discretionary basis.

Carlos Lowenberg Jr. is a financial advisor with Masterpiece Capital, LLC in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Lowenberg Group, LLC and Kestra Financial Services, Inc. Outside of advising, he is an author and serves as a board member for the Austin Lyric Opera. Masterpiece Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and consulting, utilizing institutional platforms to implement a broad range of investment strategies tailored to client objectives.

Jack Switzer is a financial advisor at Planning Works Advisory, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Planning Works Advisory, he worked at J.B. Hunt Transport, Pam Transport Inc., and Fastenal Company. He is also an employee of Planning Works, Inc., a related entity that provides accounting and tax services. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm employs a modern portfolio theory approach to build globally diversified portfolios tailored to client risk profiles, utilizing mutual funds, ETFs, and a range of trading strategies.

Erik Cohen is a financial advisor with Outrunner Capital, LLC in Austin, TX, holding a Series 65 license and 13 years of industry experience. He previously worked at Brown Advisory for eight years before joining Outrunner Capital and then Kestrel Group, where he serves on the board and chairs several committees. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm manages concentrated large accounts using both fundamental and technical analysis and sponsors special purpose pooled vehicles and private fund advisory services.

Scott Hamilton is a CFP® with 15 years of experience in financial advising and has been with Hamilton Financial Planning LLC since 2013. He is the managing member of his firm and also serves as president of a real estate investment company. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, tax preparation, and guidance on third-party money managers. The firm uses fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services into its advisory offering.

Willyn Wahl is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding a Series 65 designation with 20 years of industry experience. He has been with LBJ Family Wealth Advisors since 2003. Wahl also serves as vice president and controller for various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized Investment Policy Statements and manages diversified portfolios that include marketable securities as well as alternative investments such as private equity and real estate.

Nia Saville is a CFP®-certified financial advisor with three years of industry experience, currently practicing at Gen Y Planning in Austin, TX. Her work history includes roles at Securities America, Inc. and various independent contracting and advisory positions prior to joining Gen Y Planning. Gen Y Planning serves individual clients, families, trusts, and retirement plans, managing approximately $53.7 million in assets across two advisors. The firm emphasizes a passive, index-based investment approach grounded in Modern Portfolio Theory, using a third-party platform for discretionary portfolio management and offering both fixed-fee and hourly financial planning options.

Carsten Hood is a financial advisor at Redbud Advisors in Austin, TX, holding a Series 65 credential with five years of industry experience. He has been with Redbud Advisors since 2018, following a brief tenure at MHKKG. Redbud Advisors is a team-based registered investment adviser managing approximately $368 million for around 59 individual and high-net-worth clients. The firm emphasizes a planning-first approach with a focus on low-cost, passive index investments, tax efficiency, and proactive asset location, alongside broader wealth advisory services including trust advisory and philanthropy coordination.

Raymond Massey is a financial advisor at ATX Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has a background that includes roles at Legacy One Financial Advisors and Commonwealth Financial Network. Massey is also an attorney with his own law practice focused primarily on estate planning and is involved in coaching attorneys through his Legalorian LLC ventures. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and retirement-plan advisory services, managing approximately $140 million across 150 client relationships. The firm employs a mix of long- and short-term investment strategies, including equities, structured-outcome ETFs, commodities, and cryptocurrency-tracking ETFs, and offers proprietary leveraged strategies with performance-based fees for qualified clients.

Mitchell Herr is a financial advisor at Custos Family Office LLC in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining Custos Family Office in 2018. Outside of his advisory role, he serves on the advisory board of Fisher59, a beer distribution company, where he reviews logistics and corporate financials. Custos Family Office provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $730 million across a team of six advisors and employs a risk-focused investment approach that includes diversified strategies and the use of derivatives for risk management.

Terence Murphy is a financial advisor at Black Dog Financial Ltd. in Austin, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Black Dog Financial Ltd. since 2012. Outside of his financial advisory role, he is a managing member of Tec Diving Instructor, LLC, where he provides scuba instruction. Black Dog Financial Ltd. offers personalized financial planning and discretionary investment management to individuals and small business clients, focusing on a fee-based structure without commission products. Their investment process incorporates a top-down market outlook combined with technical and fundamental analysis tailored to each client’s goals.

Trevin Harris is a financial advisor at Avondale Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Whitley Penn and Texas Tech University. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and non-profit relationships. The firm uses a dynamic, top-down multi-asset allocation process implemented through model portfolios tailored to different risk profiles, primarily using mutual funds, ETFs, and listed equities.

Bryan Bourgeois is a financial advisor at Shorebreak Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shorebreak Capital since 2016. In addition to his advisory roles, he is active as a commercial real estate broker and is involved with Blue Ventures, LLC, a company focused on medical equipment patenting, design, production, and marketing. Shorebreak Capital provides fee-based financial planning and portfolio management services to a diverse client base, including individual investors, trusts, estates, retirement plans, charitable organizations, and closely held businesses. The firm employs a risk-calibrated model approach with actively managed portfolios that utilize a range of investment vehicles and frequently adjust to market conditions.

Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.

Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.

Richard Funk is a CFP® with 22 years of industry experience, currently serving as an advisor at Brazos Capital since 2017. His prior experience includes six years at Brazos Capital of Raymond James. Outside of advisory work, he is a business owner of Broadway Assisted Living in Galveston, TX. Brazos Capital is a registered investment adviser serving individuals, including high-net-worth clients, and small institutions. The firm offers portfolio management, financial planning, and consulting services, with a family office offering that includes private portfolio management, customized lending, estate and trust oversight, and integrated tax planning.