Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. His career includes roles at Apple Inc. as a data scientist since 2019, and previous positions at Bridgefront Capital LLC and Worldquant LLC. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC provides discretionary investment management primarily to pooled vehicles and qualified institutional clients, as well as advisory services to high-net-worth individuals. The firm employs a hybrid investment approach combining fundamental and quantitative analysis, using machine-learning models to identify momentum and mean-reversion signals in a long-short, market-neutral strategy.

Michael Orf is a CFP® with 13 years of industry experience and the sole advisor at ORF Capital Management in Austin, TX, where he has worked since 2005. He holds a Series 65 license and focuses on financial planning and portfolio management. ORF Capital Management serves individual and family clients, primarily from middle America, using a globally diversified, largely passive investment approach that emphasizes low-cost index funds and tailored portfolios managed on a discretionary basis. The firm operates on a fee-only basis with hourly or flat-rate billing and manages approximately $18.2 million across about 15 clients.

Robert Laughlin is a financial advisor at Integra Asset Advisors, L.C. in Austin, TX, holding a Series 66 credential with 23 years of industry experience. He has been with Integra Asset Advisors since 2005. Integra Asset Advisors is an independent firm providing discretionary portfolio management and comprehensive wealth services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses an active, personalized investment process incorporating charting, fundamental, technical, and quantitative analysis, and offers tailored business advisory and consulting services alongside its investment management.

Max Mueller is a financial advisor at Mueller Wealth Advisors in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. Outside of advising, he manages Scytale Consulting LLC, a business consulting firm, and Deling City, LLC, which focuses on business technology software. Mueller Wealth Advisors serves individuals, high-net-worth clients, and closely held businesses, providing asset management and financial planning with an emphasis on strategic asset allocation and coordinated business succession planning.

Logan Jackson is a financial advisor at Xenith Capital in Austin, TX, holding the Series 66 designation and bringing 10 years of industry experience. His career includes roles at Ray Capital Advisors, Raymond James, Wells Fargo, and First Command, along with service in the Virginia National Guard for eight years. Xenith Capital offers discretionary asset management and portfolio advisory services primarily to affluent and high-net-worth individuals and families, using a combination of fundamental, technical, and charting analysis. The firm manages a concentrated client base and employs strategies including long-term holdings, short-term trades, and options, with no use of alternative investments or performance-based fees.

Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.

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.

Alex Bossert is the principal advisor at Bossert Capital LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Granite House Capital Management and KBAB 1960 Investments LLC. Outside of advising, he manages a small rental property business. Bossert Capital provides discretionary asset management to individuals, high-net-worth investors, and business entities, focusing on fundamental analysis and concentrated investments in undervalued securities with a multi-year horizon. The firm employs a distinctive investment approach that includes the use of derivatives and a formal performance-based incentive fee for qualified clients.

Manuel Ramirez Jr. is a financial advisor with Versai Wealth Management LLC in Cedar Park, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to founding Versai Wealth Management in 2018, he worked at B.B. Graham & Co. and Per Stirling Capital Management, LLC. He is also an independent licensed insurance agent. Versai Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a variety of analytical approaches and offers discretionary account management that can include the use of derivatives and options strategies tailored to client goals and risk tolerance.

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.

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.