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.

Lewis Leavitt IV is an advisor at Somos Financial Partners LLC with Series 63 and Series 65 credentials. He has seven years of industry experience, including roles at AllianceBernstein Private Credit Investors and Escalate Capital Partners. He is also a partner at CrowdOut Capital, where he dedicates approximately thirty-five hours per week. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and generally pursues long-term trading strategies within client-specific investment guidelines.

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.

Wael Salam is a financial advisor at Point Nemo Capital, LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Spectrum Capital Partners and Galapagos Partners, L.P. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts and offers access to financial-planning software along with monthly reports. The firm employs two main strategies involving diversified ETF allocation and concentrated equity growth with options overlays, emphasizing continuous monitoring and risk management.

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.

Kevin Davis is a financial advisor at Davis & Wehrle, LLC with 27 years of industry experience. He has held positions at Cetera Wealth Services, LLC and LPL Financial before joining Davis & Wehrle in 2006. He holds Series 63 and Series 65 licenses. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.

Joseph Montanaro Jr. is a CFP® professional with 23 years of industry experience, currently serving at Gap Financial Services since 2026. His prior roles include multiple positions at USAA from 2003 to 2025 and seven years with Ameriprise. Gap Financial Services works with individuals, including high-net-worth clients, businesses, and retirement plan sponsors, offering discretionary investment management, written financial planning, and a comprehensive planning retainer. The firm typically employs a passive core investment approach combined with an active options overlay and provides ongoing portfolio and educational support for qualified retirement plans.

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.

Stephen Curran is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Curran Financial Partners since 2015. Outside of advising, he serves as Vice President of Susan Curran Financial, a tax preparation and accounting firm, and volunteers as a board member for Dripping Springs Columbus Charities and as a registered agent for Helping Hands Sierra Leone. He also provides standby emergency medical services as a Fireline EMTB on federal wildland fires. 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 strategic asset allocations, primarily using mutual funds and ETFs with a long-term focus, and provides ongoing portfolio reviews and client communications.

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.