Julia Lorenz Olson is a CFP® and Series 65-registered advisor with one year of experience, currently serving clients at Solstice Wealth in Austin, TX. She previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm uses a primarily passive investment approach built with index mutual funds and ETFs, offering tailored portfolios and continuous advice while clients or outside managers retain final trading authority.

Brendan Pheasant is a CFP® and ChFC® with 18 years of industry experience. He is currently with Tuyyo Planning Group and has previously worked at Kahler Financial Group, NorthStar Resource Group, Securian Financial Services Inc., and C.R.I Securities LLC. Tuyyo Planning Group is a small, supported advisory firm serving individuals and high-net-worth households, including members of the LGBTQ community. The firm provides comprehensive and modular financial planning, discretionary and non-discretionary portfolio management, and works with third-party money managers using a passive indexing investment approach primarily with ETFs and no-load mutual funds.

Philip Olson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Solstice Wealth in Austin, TX. His prior work includes roles at The Art of Finance, LLC, Ameritas Investment Company, LLC, and New England Securities. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offering tailored portfolios and ongoing planning across retirement, tax, estate, cash-flow, and insurance topics, with most assets managed on a non-discretionary basis.

Karolina Golabek is a financial advisor with Wealth Innovation in Austin, TX, holding a Series 65 designation and one year of industry experience. Her background includes roles at HelioVolta, Esoteric Advisors, and SKY Facial Plastic Surgery. Outside of investment advising, she operates as a sole proprietor providing administrative and operational support services to various companies in the legal and solar sectors. Wealth Innovation offers investment advisory and portfolio management services primarily to high net-worth individuals. The firm utilizes fundamental and technical analysis, modern-portfolio theory, and tactical adjustments to construct tailored, discretionary investment plans for a small client base.

Simone Vannoy is a financial advisor at Vannoy Advisory Group, Inc. in Austin, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Vannoy Advisory Group since 2008. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm uses a long-term, buy-and-hold strategy focused on diversified, low-cost funds and provides customized plans along with ongoing client communication through an online portal and regular reviews.

Alexander Gouws is a financial advisor at Nixon Capital LLC in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Nixon Capital, he spent eight years in full-time education. Nixon Capital provides discretionary investment management to high-net-worth individuals, trusts, corporations, and other advisers, focusing on a concentrated long-only value equity model for separate accounts and a long/short opportunistic value strategy for its pooled investment vehicle.

Lewis Leavitt IV is an advisor at Somos Financial Partners LLC with Series 65 and Series 63 licenses. He has seven years of experience in private credit investing, previously working at AllianceBernstein Private Credit Investors, and is also a partner at CrowdOut Capital. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients, employing a variety of analysis methods and requiring clients to use a designated custodian.

Roland Wiederaenders is a financial advisor with Real Advisers LLC RIA Series in Austin, TX, holding six years of industry experience. He is also a licensed attorney and owner of Wiederaenders Law Firm, PLLC, where he has practiced law since 2007, primarily handling securities and investment management-related matters. Real Advisers LLC provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors, with a focus on value-oriented, long-only investment strategies emphasizing real estate-related securities, including privately issued debt and equity.

Peter Teneriello is a financial advisor at Pomifer Capital Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Sapient Capital, Stifel, and the Texas Municipal Retirement System. He serves on the Investment Committee of the Catholic Foundation - Diocese of Austin, a nonprofit organization supporting Catholic ministries and schools in Central Texas. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and other alternative investments. The firm emphasizes bottom-up manager selection, extensive due diligence, and ongoing portfolio monitoring.

Kathryn Moreno is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Bearing Financial Advisors, LLC since 2014 and previously at Calton & Associates, Inc. from 2016 to 2019. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and manages several factor-driven equity models while integrating tax-aware strategies and active versus passive considerations.

Michael Heffernan is a financial advisor at S Squared Advisors LLC in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with S Squared Advisors since 2016. S Squared Advisors LLC offers discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities, employing a bottom-up, multi-factor ranking methodology to construct diversified portfolios. The firm manages approximately $79 million in assets and utilizes strategies that include long-only, hedging, and dynamic allocations with derivatives and leverage.

Joseph Montanaro Jr. is a CFP® professional with 23 years of experience in financial services, currently serving at GAP Financial Services since 2026. His prior roles include five years with USAA Military Affairs and several years within other USAA financial planning and investment services divisions. GAP Financial Services offers investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and plan sponsors. The firm utilizes primarily passive asset-allocation strategies supplemented by an options-writing program and provides a range of planning models and retirement plan solutions.

Howard Douglas III is a CFP® with eight years of experience in financial services. He is a principal at Douglas Capital Advisors, where he has worked since 2021. His prior experience includes roles at Morgan Stanley, MassMutual Life Insurance Company, and Waddell & Reed. Outside of advisory work, he operates a retail business focused on health, beauty, and wellness products and services. Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm follows a planning-first, evidence-based approach with an emphasis on tax efficiency, using primarily low-fee, tax-advantaged ETFs and mutual funds, and offers educational seminars and enterprise services such as exit and succession planning.

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates, Inc. and Cantella & Co., Inc. Outside of her advisory role, she is involved in insurance sales for non-securities products and fixed annuities. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multifaceted investment process with an emphasis on risk management and net-of-costs return measurement, and is notable for advising other investment advisers and offering participant-level educational services for retirement plans.

Eric Barden is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Barden Capital Management, Inc. since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to customize investment strategies across equity, fixed-income, and ETF models.

Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.

Heather Dean is a financial advisor at Custos Family Office LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Kestra Investment Services, LLC, Sii Investments, and Griffin Financial Group. Custos Family Office manages approximately $346.6 million for individuals, high-net-worth clients, charitable organizations, foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and oversight of third-party money managers, with an investment approach focused on risk management and balance across clients’ entire balance sheets.

Reed Johnson is a financial advisor at Carlin Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 designation and is based in Austin, TX. Prior to joining Carlin Wealth Management Group, he was a full-time student for ten years. Carlin Wealth Management Group, LLC is an SEC-registered adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning consulting. The firm emphasizes ETF and equity exposure through third-party model portfolios and employs strategies including asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches.

Richard Kranz is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is affiliated with Portfolio Management, LLC in Austin, Texas, where he has worked since 1992. Portfolio Management, LLC provides discretionary investment management services to a diverse client base, including individuals, trusts, pension plans, and institutions. The firm employs a long-term, asset-allocation approach focused on diversification and fundamental analysis, managing approximately $144.4 million across about 115 client relationships.

Kirsten Tollefson is the principal advisor at Tollefson and Company Investment Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led her firm since 2010. Tollefson and Company provides portfolio management and investment advisory services primarily to high-net-worth individuals, corporations, trusts, and retirement plans, focusing on a relatively small and concentrated client base. The firm emphasizes formal research, internal supervision, and compliance in its advisory approach.