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.

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 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.

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.

David Bull is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Oakwell Private Wealth Management and multiple affiliated Ark firms. Outside of advising, he owns and operates Ark Insurance Group, an insurance agency, and Ark Family Office, LLC, a family office consulting business. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans, providing discretionary portfolio management supported by customized Investment Policy Statements and financial planning. The firm employs a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, using pre-approved model portfolios implemented on a discretionary basis and offers an online Ark Academy program to guide clients into firm-managed portfolios.

Richard Kranz is a CFP® with 12 years of industry experience and has been with Portfolio Management, LLC since 1992. He is based in Austin, TX, and holds a Series 63 license. Portfolio Management, LLC offers discretionary investment management to individuals, trusts, retirement plans, and institutions, providing customized and model portfolio solutions. The firm manages approximately $151.9 million across about 111 client relationships, emphasizing a long-term, asset-allocation approach with diversified portfolios and fundamental analysis.

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.

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Integrated Wealth Strategies since 2013. The firm provides holistic financial planning and discretionary investment management to high-net-worth individuals, families, trusts, pension and profit-sharing plans, and business clients. Integrated Wealth Strategies implements portfolio management guided by modern portfolio theory and incorporates fundamental, technical, and cyclical analysis, while also recommending third-party money managers.

Kwabena Andoh Baidoo is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hightower Advisors, Durbin Bennett Private Wealth Management, The Vanguard Group, and Yelp, Inc. Baidoo’s background includes a diverse range of roles spanning finance and technology sectors. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis to manage concentrated portfolios and sponsors special purpose pooled vehicles and private funds integrated into client advisory strategies.

Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. 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 within a defined investment universe and offers additional services such as business financial modeling and educational seminars.

Adam Hull is a financial advisor at Brookline Wealth, LLC in Austin, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Redbud Advisors, AdvicePeriod, RPG Family Wealth Advisory, and Ram Financial Group. Brookline Wealth provides wealth advisory oversight and discretionary portfolio management for high-net-worth individuals, families, and business entities, offering integrated planning services such as accounting oversight, trust advisory, estate and wealth transfer planning, philanthropy, and concentrated-wealth strategies. The firm emphasizes tailored family governance and operates with a fixed advisory fee model.

Chalu Harden is a financial advisor at 57 West Capital Advisors, Inc. with three years of industry experience. They hold a Series 63 designation and have been with 57 West Capital Advisors since 2021. Outside of advising, Harden owns Harden House & Harden House Consulting, a hospitality business operating short-term rentals, and is involved as a real estate broker with Love My City LLC. 57 West Capital Advisors specializes in discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold strategy using a proprietary selection process and offers services to non-U.S. clients through an offshore affiliate.