Aaron Haase is a financial advisor at Avondale Wealth Management LLC and holds the Series 65 designation. He has been with the firm since 2026 and has prior experience with EF Education First and the Detroit Tigers. Avondale Wealth Management LLC provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm manages approximately $327 million for about 200 clients, employing a dynamic, top-down asset allocation process across multiple portfolio models.

John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.

Carlos Lowenberg Jr. is the sole advisor at Masterpiece Capital, LLC in Austin, TX, holding the ChFC® designation with 31 years of industry experience. His career includes tenures at Lowenberg Group, Kestra Financial Services, and Eagle Strategies. Outside of advisory work, he serves as a board member for the Austin Lyric Opera and is an author of financial literature. Masterpiece Capital provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored portfolios that include a range of asset classes and alternative strategies. The firm employs multiple asset allocation approaches and utilizes institutional custodial platforms to serve a primarily high-net-worth client base.

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.

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.

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 Series 65-licensed financial advisor with Avondale Wealth Management LLC in West Lake Hills, TX, and has two years of industry experience. His prior roles include positions at Whitley Penn and various engagements with Texas Tech University. He has managed two non-active business entities related to Airbnb rentals and bookkeeping. Avondale Wealth Management LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across multiple portfolio models, primarily using mutual funds, ETFs, and listed equities, and may include alternative investments for qualified clients.

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.

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.