Sean Mcdougle is a CFP® with 14 years of industry experience, currently affiliated with Nest Financial LLC in Austin, TX. He has held roles at Union Capital Company, 360 Wealth Management LLC, LPL Financial, and Lewin Wealth / Merit Wealth Advisors. His credentials include the Series 63 license. Nest Financial LLC serves individual clients—including high-net-worth households—pension plans, and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate-planning package services. The firm manages approximately $45 million in client assets and utilizes a blend of fundamental and technical investment approaches tailored to clients’ specific needs.

Brian Anderson is a financial advisor at Point Nemo Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Galapagos Partners, LLC, Ocelot Capital Management, LLC, and Point 40 LLC. He serves as General Partner of OGOF LTLLC, overseeing the winding down of a fund previously managed by a single-family office. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts custodied at Charles Schwab. The firm employs a Global Portfolio Allocation Strategy across approximately 100 ETFs and a Core Equity Growth & Income Strategy using a proprietary stock-ranking system with options overlays, focusing on risk management and continuous monitoring.

Billygram Simonet is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal owner of Simonet Financial Group, LLC, where he has worked since 2016. Outside of advising, Simonet also provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm offers portfolio management, comprehensive financial planning, retirement-plan advisory, and bookkeeping services, utilizing fundamental analysis and modern portfolio theory alongside a variety of specialty planning and client service options.

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

At Real Wealth Planning, we partner with families to create a foundation for lasting financial freedom. Through our comprehensive life planning process, we craft custom financial plans that prioritize clients’ best interest, ensuring a path that aligns their money with their vision for the future. We have a small team consisting of a lead financial planner (Sarah), two investment specialists, a real estate specialist, client service associate & bookkeeper. Building and maintaining wealth requires a values-driven plan that clients can commit to for the long haul. Through our collaborative four-part approach, we guide clients in discovering clarity around the ultimate driver of their financial plan—the passions and relationships that bring them joy. We then focus on educating clients on the financial topics that pertain to their unique circumstances, including money mindset, wealth-building principles, investment management, tax planning, cash flow planning, business planning and more. In uncovering what truly matters to our clients, we build a financial plan that they are inspired to see through. For busy individuals, we also offer Personal CFO solutions to help implement their financial plans. In an ongoing partnership, we seamlessly handle financial task-management, laying the groundwork for long-term success. For organizations and teams, we provide bookkeeping, payroll, and education offerings that foster and sustain business excellence. Whether in their business or personal lives, our straightforward educational approach empowers our clients to generate real wealth—the kind that isn’t defined by a number, but by their ability to wake up each morning and do what they love. Up-to-date fee schedules and services are on our website: https://www.realwealthplanning.com/individuals-families **Rebranded from Real Estate Wealth Planning to Real Wealth Planning in 2024**

Theodore Leclair is a financial advisor with 19 years of industry experience, currently practicing at 994 Group since 2018. He holds the Series 63 designation and has prior experience at Natixis Global Associates. Leclair serves as a Rear Admiral in the United States Navy Reserve and is a partner at Saltwater Leadership, a leadership and consulting firm. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios and maintains sub-advisory relationships for specialized strategies.

Isabella Hambleton is a financial advisor at II Technology, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining II Technology, she worked at Morphic AI, Inc. from 2024 to 2025 and was a student from 2015 to 2024. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to deliver quantitative, rules-based strategies focused on systematic risk management and diversification.

Peter Markovich is a CFP® with 15 years of experience in the financial services industry. He is currently with 994 Group and has previously worked at MJR Financial LLC and Kestra Financial Services. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a blend of Fundamental Analysis and Modern Portfolio Theory to create diversified portfolios using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside relationships with third-party money managers.

Susan Curran is a CFP® with 13 years of industry experience and is the managing member of Curran Financial Partners, LLC, where she has worked since 2015. She also operates Susan Curran Financial, providing tax preparation and accounting services. Outside of her financial advisory work, she serves as chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church. 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 long-term, strategic asset allocations, primarily using mutual funds and ETFs, with ongoing portfolio monitoring and client communication.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.

Gloria Park is a financial advisor at Nest Financial LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. She has been with Nest Financial and its related entities since 2015 and previously worked at Sagepoint Financial, Inc. She also owns and operates a retail apparel business in San Antonio, TX. Nest Financial serves individual clients, pension plans, and nonprofit organizations by providing asset management, financial planning, and estate-planning services, utilizing a blend of fundamental and technical investment strategies tailored to client needs.

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.

Danial Verhaalen is a financial advisor with Hackett Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Charles Schwab & Co., Inc., and Waddell & Reed. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation approach focused on risk tolerance and capacity, utilizing global diversification, low costs, tax efficiency, and a mix of ETFs, structured products, and fundamental, technical, and cyclical analysis.

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.

Gerald Shaw Jr. is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Forefront Wealth Partners and also affiliated with Calton & Associates. Shaw owns and operates Seminole Tax Pros, LLC, providing tax preparation and consulting services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial and estate planning, and integrates related businesses such as tax and insurance services.

Matthew Jachimiak is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding the CFA® designation and a Series 65 license. He has 22 years of industry experience, including 12 years with Maslow Wealth Advisors. He serves as an external board member for Christopher Investment Company, providing insight into investment management for family offices. Maslow Wealth Advisors offers investment advisory services and financial planning to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies across public and private markets, and acts as a sub-advisor to private funds.

Isaac Thompson is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He currently works at Maslow Wealth Advisors and has prior experience at Moontower Partners and Woods Capital Management. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive and active strategies, tax-aware positioning, and oversight by an internal investment committee.

Brian Elliott is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Thrivent Advisor Network, Primerica Advisors, Lone Star Financial Network, and BBVA entities. Outside of advisory work, he is a partner in a real estate investment group and holds a passive ownership interest in a spouse’s salon business. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, incorporates model portfolios and third-party managers, and offers fractional family-office services through an affiliated entity.

Charlotte Pace is a financial advisor with Forefront Wealth Partners based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Forefront since 2024 and previously held roles at Cetera and Calton & Associates. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, supporting election processes. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that incorporates related businesses and external platforms.

Joseph Brandenburg is a CFP® with 13 years of experience in the financial services industry. He currently serves as an advisor at Alongside, LLC, having previously worked at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the president of a homeowners association, where he manages quarterly meetings and maintenance coordination. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.