Nicholas Duggan is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Town Lake Capital Management since 2020 and previously worked at Rice University for one year. Town Lake Capital Management provides discretionary investment management primarily to foundations, endowments, family offices, high-net-worth, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research, managing portfolios mainly in publicly traded equities, mutual funds, and ETFs, and also offers unbundled 401(k) consulting including fund recommendations and participant education.

Robert Hoyt is a financial advisor at Vectis Capital in Austin, TX, 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 provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with added family office services. The firm combines multiple investment approaches and manages private investment operations, serving a small client base with a multi-advisor team.

Bradley Bolnick is a financial advisor at Gcb Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. He has previously worked with Private Portfolio Partners and LPL Financial and has been an insurance agent since 2014. Outside of financial services, Bolnick has worked as an actor in commercials, TV shows, theatre, and movies. GCB Private Wealth serves individual and institutional clients, offering fee-based advisory services, discretionary portfolio management, and retirement plan consulting. The firm employs a tactical asset allocation approach using a broad range of investment tools and provides 3(21) pension consulting and participant education without a stated account minimum.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Justin Garcia is a financial advisor at Larson Financial Advisors with a Series 65 designation and one year of industry experience. Before joining Larson Financial Advisors in 2026, he worked at Amazon Web Services for seven years and Velocity Electronics for four years. Larson Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, pension consulting, and participant education. The firm uses a combination of in-house model portfolios, third-party managers, and technical analysis techniques to tailor advice for its clients.

Christi Van Rite is a financial advisor at White River Investments with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Raymond James & Associates, and U.S. Capital Wealth Advisors. Outside of advisory work, she is the managing member of BY DEV CO, LLC, a real estate development company involved in project coordination and budgeting. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and wealth/family office services. The firm combines tailored investment strategies with behavioral financial counseling and ESG screening, providing family office-style services despite its small size.

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.

Issam Bakir is a financial advisor at TNT Asset Management, LLC with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Bakir has been with TNT Asset Management since 2010 and previously worked at Next Financial Group Inc. He serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm emphasizes long-term investing with model portfolios tailored to different risk profiles and frequently utilizes SEI-managed models and third-party managers.

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.

Christopher Angelo is a financial advisor at S Squared Advisors LLC in Austin, TX, holding a Series 65 designation with 13 years of industry experience. He has worked at S Squared Advisors 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 employs a bottom-up, multi-factor ranking methodology to construct portfolios and offers various strategies, including long-only, hedged, small-cap, macro, and dynamic approaches that utilize derivatives and leverage.

Greg Skinner is a financial advisor at Financial Celebrations Advisory with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for nine years and National Planning Corp for fifteen years. Financial Celebrations Advisory provides asset management and investment consulting to individuals, trusts, pension plans, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment process, focusing on continuous portfolio monitoring and rebalancing with an emphasis on ETFs and mutual funds.

Teresa Jammal is a financial advisor with Carlin Wealth Management Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Prior to her financial services work, 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 portfolio management and financial planning. The firm emphasizes ETF and equity exposure through third-party model portfolios, employs various investment strategies including borrowing and derivatives within separately managed accounts, and executes most trades via block trading.

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.

Satyadeep Tummala is a financial advisor at Deep Think Investments with a Series 65 credential and seven years of industry experience. Prior to joining the firm, he worked at the University of Oregon for seven years. He is a passive partner in Bright Feather Holdings, LLC, which manages family assets. Deep Think Investments provides discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.