Kristen Leclair is a CFP® professional with 24 years of industry experience, currently serving at 994 Group and MJR Financial, LLC. She has previous experience with Kestra Financial Services, Inc. Kristen serves on the boards of several nonprofit organizations, including Well Aware and St. Michael's Day School in Austin, TX, and volunteers as a driver for senior citizens. 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, offering discretionary and non-discretionary management and access to third-party money managers, including Dimensional Fund Advisors.

James Lear is a CFP® with 13 years of industry experience, currently serving as an advisor at Guideway Financial, LLC since 2013. He is also the managing member and software developer for Guideway Financial Sciences, LLC, where he develops financial planning software. Guideway Financial is a fee-only firm that provides holistic financial planning and portfolio management services to individuals and families, including high-net-worth clients. The firm employs an evidence-based investment approach focused on diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

Brian Anderson is a financial advisor at Point Nemo Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at firms including Galapagos Partners, LLC and Ocelot Capital Management, LLC. He is also the General Partner of OGOF LTLLC, overseeing the winding down of a fund affiliated with a prior single-family office. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts, offering strategies that include a diversified global ETF allocation and a core equity growth and income approach using a proprietary stock-ranking system with options overlay. The firm emphasizes continuous monitoring, risk management, and operates with full discretionary trading authority.

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.

Michael Hostick II is a financial advisor at Live Oak Investment Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior firms include Raymond James & Associates, Cantella & Co., Inc., and Kovack Securities, Inc. Outside of advising, he is an owner of M3C Happy Place, LLC, a real estate venture. 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, tailoring allocations and advice to client objectives, and is notable for advising other investment-adviser clients and providing participant-level educational services.

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**

Justin Jacobs is a financial advisor with Avondale Wealth Management LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, BBVA Compass Investment Solutions, and Merrill. Outside of advising, Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and incorporates mutual funds, ETFs, and listed equities, with potential allocations to alternative investments for qualified clients.

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.

Michael Charles is a financial advisor at Live Oak Investment Partners in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of investment advisory, he serves as an independent official for high school swimming and diving meets and holds several community roles in Georgetown, TX, including vice chair of the Housing Advisory Board and secretary for the Planning and Zoning Commission. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm combines qualitative and quantitative research with internal analysis, emphasizing risk management and net-of-costs return measurement, and it is known for advising other investment advisers and providing participant-level educational services for retirement plans.

Isabella Hambleton is a financial advisor at II Technology, LLC in Austin, Texas, 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. II Technology provides discretionary asset management and systematic risk-management solutions primarily to individual and high-net-worth clients, as well as to registered investment advisers and investment companies, including ETFs. The firm employs a proprietary quantitative research methodology and an Active Risk Management Overlay Regimen to manage risk and investment strategies, often implementing these through the ARMOR Core ETF.

Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.

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.

Clay Carter is a financial advisor with Blue Waters Advisory Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Blue Waters since 2012. Outside of advisory services, he is appointed with various insurance carriers to broker life, health disability, and non-registered group annuities. Blue Waters Advisory Group provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified, tax-aware portfolios with a focus on consistency of returns and drawdown risk.

Ryan Redfern is a financial advisor with Rgb Capital Group in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 21 years of industry experience. He has worked at Shadowridge Asset Management since 2012 and joined Rgb Capital Group in 2024. Outside of advising, he serves as chairman of the National Association of Active Investment Managers, is a partner in a music publishing and licensing firm, and treasurer of the Interfaith Arts Council, a nonprofit organization. Rgb Capital Group is a state-registered investment adviser serving individuals, charitable organizations, and business entities with approximately $86 million in discretionary assets. The firm focuses on capital preservation and active risk management through diversified strategies employing mutual funds and ETFs, offering both asset-based and performance-based fee arrangements.

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.

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.

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.