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.

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.

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.

Paul Courtney is a CFA® charterholder with nine years of industry experience. He has worked at SpringTide Partners since 2017 and previously spent time at Foster Bridge Partners and Harmonic Capital, LLC. He serves as a managing member of SpringTide Partners. SpringTide Partners provides investment advisory services to individual clients, including high-net-worth households, as well as other investment advisers, institutional investors, and similar entities. The firm emphasizes tailored portfolios, active risk management, and combines fundamental and technical analysis within strategic and tactical asset-allocation frameworks.

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.

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Raymond James & Associates, Ameriprise Financial Services, and Cantella & Co., Inc. Outside of advising, she has been involved as a partner in a real estate development business. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, while offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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.