Sophia Daigle is a CFP® professional with 13 years of industry experience, currently serving clients at Gen Y Planning in Austin, TX. Her prior experience includes roles at Ellevest, Inc. and operating Sophia Bera LLC, where she conducts speaking engagements and seminars on general financial planning topics. She also works as a freelance author, editor, and speaker outside of her advisory duties. Gen Y Planning serves individual clients, families, trusts, and retirement plans, managing approximately $53.7 million in assets across about 90 client relationships. The firm employs a passive, index-based investment approach grounded in Modern Portfolio Theory, utilizing a third-party platform for discretionary portfolio management and offers both fixed-fee and hourly financial planning options.

Susan Curran is a CFP® with 13 years of industry experience and is the managing member of Curran Financial Partners, LLC, where she has worked since 2015. She also operates Susan Curran Financial, providing tax preparation and accounting services. Outside of her financial advisory work, she serves as chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct long-term, strategic asset allocations, primarily using mutual funds and ETFs, with ongoing portfolio monitoring and client communication.

Roger Brooks is a financial advisor with Strategic Investment Management in Round Rock, TX, holding a Series 63 designation and 22 years of industry experience. He has been with Strategic Investment Management since 2014. Strategic Investment Management serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate clients by providing discretionary portfolio management and comprehensive financial advice. The firm employs active asset management with a focus on fundamental analysis, managing portfolios on a discretionary basis within the parameters set by an affiliated investment committee.

Justin Fort is a CFP® with 14 years of industry experience and is affiliated with Fort Advisors Inc in Austin, TX. He has held advisory roles at Fort Advisors since 2019 and at Fort Wealth Management since 2014. In addition to his advisory work, he is a principal and agent at Amicord LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, while also conducting due diligence and monitoring for private investment fund opportunities. The firm employs multiple investment methods and commonly recommends third-party money managers, acting as the primary adviser for clients’ portfolios.

Vicki Aycock is an advisor at Austin Money Management Corporation with one year of industry experience. She has been involved with Tarrytown United Methodist Church for over 30 years. Austin Money Management Corporation provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm uses a tactical asset-allocation approach with customized portfolio management, primarily recommending exchange-traded funds and mutual funds, and offers a range of retirement-plan services and advisory products.

Robert Berger is the principal of Founder Family Financial, LLC in Austin, TX, with 15 years of industry experience and a Series 66 designation. He founded the firm in 2014 and serves as the sole advisor. Outside of his advisory work, Berger is involved with the YMCA as treasurer and incoming president. Founder Family Financial, LLC provides wealth management, investment management, family office, and financial planning services to individuals, family offices, trusts, estates, and pooled investment vehicles. The firm manages over $321 million in discretionary assets and offers personalized portfolio management and planning tailored to client objectives, including strategies that incorporate margin and derivatives.

Walter Thomas is a financial advisor at GoalFusion Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked in roles including tax consulting and nonprofit ministry. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $199 million across about 295 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset allocation and periodic rebalancing to align portfolios with clients’ objectives and risk tolerances.

Clay Carter is a financial advisor with Blue Waters Advisory Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Blue Waters since 2012. Outside of advisory services, he is appointed with various insurance carriers to broker life, health disability, and non-registered group annuities. Blue Waters Advisory Group provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified, tax-aware portfolios with a focus on consistency of returns and drawdown risk.

Ryan Redfern is a financial advisor with Rgb Capital Group in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 21 years of industry experience. He has worked at Shadowridge Asset Management since 2012 and joined Rgb Capital Group in 2024. Outside of advising, he serves as chairman of the National Association of Active Investment Managers, is a partner in a music publishing and licensing firm, and treasurer of the Interfaith Arts Council, a nonprofit organization. Rgb Capital Group is a state-registered investment adviser serving individuals, charitable organizations, and business entities with approximately $86 million in discretionary assets. The firm focuses on capital preservation and active risk management through diversified strategies employing mutual funds and ETFs, offering both asset-based and performance-based fee arrangements.

Gloria Park is a financial advisor at Nest Financial LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. She has been with Nest Financial and its related entities since 2015 and previously worked at Sagepoint Financial, Inc. She also owns and operates a retail apparel business in San Antonio, TX. Nest Financial serves individual clients, pension plans, and nonprofit organizations by providing asset management, financial planning, and estate-planning services, utilizing a blend of fundamental and technical investment strategies tailored to client needs.

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.

Iwona Cholewa is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. She is currently with Powerhouse Assets LLC and has prior experience at Avandra NWA LLC, Hemington Wealth Management, and Dimensional Fund Advisors LP. Outside of her advisory work, she is involved in adventure travel activities. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on diversified accounts through mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient investments, and aligns portfolios with clients’ time horizons and risk tolerances.

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® with 21 years of industry experience and has been with JDM Financial Group LLC in Austin, TX since 2002. He holds the Series 66 designation and is involved in various insurance agencies as an insurance agent. JDM Financial Group serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation strategy focused on mutual funds and ETFs, integrates fundamental analysis and behavioral finance, and provides 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® and Series 65 credentialed advisor with 14 years of industry experience. He has been with Hamilton Financial Planning LLC since 2013, where he is a managing member. Outside of financial advising, he serves as president of T-N-T Real Estate Investments. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation, and third-party money manager recommendations. The firm applies fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services directly into its offerings.