Gulseren Mutlu is a financial advisor at Monies Wealth LLC in Austin, TX, with four years of industry experience. She holds a Series 66 designation and has worked in various roles including tax valuation consulting, forensic economics, and serving on the Travis County Appraisal Review Board. Mutlu also maintains an active role as an insurance agent and provides expert testimony and econometric analysis related to financial damages and valuation. Monies Wealth LLC is an independent registered investment adviser offering personalized investment management, financial planning, and consulting services to individuals, families, and high-net-worth clients. The firm uses a structured discovery process and diversified portfolio construction based on fundamental, technical, and cyclical analysis, with regular portfolio reviews and services tailored to client needs.

Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and deeply human. After nearly a decade working in financial services, he saw how many LGBTQ+ clients and allies felt unseen in traditional planning environments — and how powerful it is when people finally feel comfortable talking openly about money and life in the same conversation. Jason is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA), and an Equity Compensation Associate (ECA). His background includes extensive work with clients navigating complex financial lives, especially those with stock compensation and high-growth careers. Over the last ten years, Jason has advised clients through many of life’s biggest financial moments — IPOs and liquidity events, job changes, relocating across states, marriage and family building, buying and selling homes, market volatility, and many other financial transitions. He believes real financial planning goes far beyond spreadsheets; it’s about clarity, values, and confidence during moments that truly matter. At the heart of his work is a simple philosophy: people make their best financial decisions when they feel seen and understood. Jason partners closely with clients to help them make thoughtful choices about investing, taxes, cash flow, career, and life planning so they can live well today while building the future they want. When you work with LGBTQ Wealth Planning, you work directly with Jason — a collaborative thinking partner who explains things clearly, asks good questions, and respects the many forms that family and identity can take.

Eric Ochotnicki is a financial advisor at LCR Financial Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at LCR Asset Management, LLC and Online Trading Academy. LCR Financial Group, LLC provides asset and portfolio management services primarily to individuals and high-net-worth clients, offering access to a range of investment products including stocks, bonds, mutual funds, ETFs, REITs, and options. The firm combines technical and fundamental analysis with modern portfolio theory, incorporating derivatives and hedging strategies, and also publishes an investment newsletter for subscribers.

Neil Kay is a financial advisor with Old Vine Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC, John Hancock Investment Management Distributors LLC, and HARTFORD Funds Distributors, LLC. Outside of advisory work, he serves as managing member of Villa Terra Bella, LLC, a property management company overseeing viticulture activities. Old Vine Capital is an independent registered investment adviser managing approximately $167 million for around 50 clients, including individuals, high-net-worth clients, charitable, and corporate entities. The firm provides tailored portfolio management and financial planning, employing a range of analytical approaches and occasionally recommending alternative investments and third-party managers, while also sponsoring private pooled investment vehicles with fund-of-funds strategies.

Mark Watts is the sole advisor at Onus Financial LLC in Austin, TX. He holds Series 66, Series 65, and Series 63 designations and has seven years of experience in financial advisory. Alongside his advisory role, Watts works full-time as a Product Line Manager at Cirrus Logic Inc., a semiconductor company. Onus Financial LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with an emphasis on individualized objectives and risk tolerance. The firm uses fundamental and cyclical analysis alongside elements of modern portfolio theory to deliver tailored portfolio construction and advice.

John Sigmon is a CFA® charterholder affiliated with Douglas Maria LLC in Austin, TX. He has prior experience at Nuance Investments and Capital Group, totaling over a decade in the industry. His current role at Douglas Maria LLC marks his first year with the independent firm. Douglas Maria LLC provides discretionary asset management services to individuals, high net worth individuals, and institutional clients, tailoring portfolios based on documented client profiles and fundamental analysis. The firm emphasizes individualized portfolio management with discretionary trading authority and maintains custody of assets through Charles Schwab Advisor Services.

Erin Hilton is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She has led Hilton Financial Group, LLC since 2016 as its sole advisor. Outside of her advisory work, she volunteers with the National Alliance for Mental Illness (NAMI) in Austin, Texas. Hilton Financial Group is an independent, fee-only registered investment adviser providing financial planning, coaching, and consulting services to a diverse client base including individuals, families, businesses, and plan participants. The firm emphasizes advisory and educational services without managing assets, focusing on low-cost passive investment recommendations and a structured 16-week financial coaching program.

Jeffrey Morneault is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. He is the principal of Hilltop Planning, LLC, where he has worked since 2024. His prior roles include positions at Optas, LLC, HUB International, and TCG Advisory Services LLC. Before entering the financial industry, he spent ten years with the Austin Independent School District. Hilltop Planning, LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm applies asset-allocation principles and Modern Portfolio Theory using both passive and active investment strategies, offering flexible engagement options including hourly advice and tailored financial plans.

Lewis Weil is the sole advisor at Lewis Weil Co., an independent firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding his current firm, he worked at Money Positive, LLC for nine years and operated Lewis Weil Aquarium Maintenance for three years. He has also been involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary portfolio management to individual and family households, combining written plans with ongoing implementation under one agreement. The firm uses a primarily passive investment approach focused on diversified index mutual funds and ETFs, offering ESG/SRI options and automated rebalancing through its custodial relationship with Betterment.

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to founding Semper Sursum, he spent 11 years at Clearbridge Investments. Semper Sursum Investments LLC offers discretionary investment management primarily through separately managed accounts, using a fundamental, bottom-up process with multi-year horizons and scenario analysis. The firm serves clients globally with varied strategies, including equities, fixed income, derivatives, and specialized exposures such as Bitcoin ETFs and distressed securities, and provides no-cost educational seminars for clients and prospects.

With over 16 years of experience in financial planning and wealth management, I've been able to fine tune my planning process, while elevating the personalized customer service experience. My goal is to help client make sense of complex financial topics in areas such as asset management, tax, insurance and estate planning in order to create strategies for success. I look to optimize a client's overall financial wellbeing. And, I believe that planning goes beyond the portfolio and encompasses so much more!

Raony Zica De Carvalho is a financial advisor at Carvalho Investment Group, LLC in Austin, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Gerson Lehrman Group. Outside of financial services, he serves as a project manager for Conation Technology, LLC, a supplier of refurbished wafer manufacturing equipment. Carvalho Investment Group is a solo registered investment adviser managing approximately $6.2 million for individual households, trusts, estates, and tax-qualified retirement plans. The firm provides tailored asset management, financial planning, and retirement-plan advisory services, utilizing active portfolio management strategies guided by written Investment Policy Statements and ongoing monitoring.

Alibek Tupushev is a Series 65 credentialed financial advisor with 10 years of industry experience, currently operating through American Investment Management Group LLC in Austin, TX. He is also CFO of Beaute Eternelle LLC, a MedSpa and financial management business, and a shareholder and director of SnowLand LLC, an engineering and construction venture focused on an indoor ski resort project. American Investment Management Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs fundamental, technical, and cyclical analysis to develop strategies that emphasize risk quantification and control, offering discretionary portfolio management alongside client education seminars and workshops.

Federico Torre is a financial advisor at Torre Financial with eight years of industry experience. He holds a Series 65 designation and is based in Austin, TX. Federico also serves as Sr. Director of Engineering at Zillow Group and co-founded the software company Savio. Torre Financial provides personalized investment advisory services primarily to individuals, LLCs, and other corporate entities, managing both taxable and tax-qualified accounts. The firm’s investment approach is based on fundamental analysis and tailored asset allocation, with discretionary management and semi-annual portfolio reviews.

Divya Chhibba is the principal advisor at Finpower, an independent financial planning firm based in Austin, TX. She holds a Series 65 designation and has seven years of industry experience. In addition to her financial advisory role, she owns and manages an event planning business, Hosted Events, LLC. Finpower serves individual investors by providing tailored financial planning and investment consultation, focusing on retirement planning, cash-flow and debt analysis, education planning, and one-time portfolio strategy. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, typically recommending diversified, low-cost index mutual funds and ETFs, and operates on a non-discretionary basis without ongoing portfolio management.

Arif Ali is a financial advisor with AA Wealth Strategies LLC in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He has worked at several firms including Brookstone Capital Management and Global Financial Private Capital. In addition to his advisory role, he owns AA CPA Tax Strategies LLC, a tax planning and business advisory firm. AA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses quantitative analysis to develop customized asset allocations and employs a range of investment products and strategies, including higher-risk trading techniques, with ongoing portfolio monitoring and client risk assessment.

Edmund Crawford is the principal advisor at Crawford Advisory Group, LLC in Austin, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. Outside of his advisory role, he owns Lil' Love Apparel, LLC, a non-investment business. Crawford Advisory Group provides comprehensive financial planning and discretionary investment advisory services to individuals, small businesses, corporations, estates, and trusts. The firm combines strategic and tactical asset allocation, using both fundamental and technical analyses, and manages accounts on a discretionary basis with regular reviews and rebalancing.

Brian Heath is a financial advisor with Conviction Wealth Management LLC in Austin, TX. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to founding his firm, he worked at Sax Wealth Advisors, T3 Trading Group, and Maxim Group LLC. Outside of finance, Heath is the CEO of BPH Handyman Services LLC, a handyman business. Conviction Wealth Management LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates modern portfolio theory with quantitative, fundamental, and technical analysis, and offers both discretionary and non-discretionary account management.

Brent Little is a CFP®, PFS™, and Series 65-registered financial advisor with 17 years of industry experience. He is the sole advisor at Theory79 Wealth Design LLC in Austin, TX, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, and Odyssey Wealth Management. Theory79 Wealth Design LLC provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm combines discretionary investment management with financial planning, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios, and may use sub-advisors and turnkey asset management providers in its investment approach.

Douglas Jampol is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Triple Pine Wealth Management LLC in Austin, TX. His prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as brief tenures with the Baltimore Orioles and Retirement Clearinghouse. He is also pursuing a law degree. Triple Pine Wealth Management is a state-registered independent adviser that offers customized portfolio management and financial planning services to individuals, families, trusts, and small business owners. The firm emphasizes long-term, diversified asset allocation with tax-aware rebalancing, direct indexing, and tactical adjustments, while clients retain custody of their assets.