James Karnes is a financial advisor with Texas Asset Management in Lakeway, TX, holding the PFS™ designation and 24 years of industry experience. He is also a CPA at the accounting firm Brodnax & Karnes, P.C., where he has worked since 2000. Karnes has been with Texas Asset Management and its predecessor firms since 1999. Texas Asset Management is an independent, single-adviser registered investment adviser serving individuals, high-net-worth clients, trusts, qualified retirement plans, and small businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified portfolios constructed mainly with institutional-class, passively managed mutual funds tailored to each client’s investment policy.

Sreekanth Nagarajan is a financial advisor at AyurAsset LLC in Austin, TX, holding a Series 65 credential and beginning his industry experience in 2025. He previously worked at Affinity Answers Corporation for 20 years. He is also involved with Ayur Impact LLC. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a discretionary investment management approach focused on a single, defined strategy called “Global Hidden Compounders,” which targets undervalued small- and micro-cap companies for long-term, concentrated portfolios.

Dallan Maas is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with ATX Financial Planning, LLC and previously worked at U.S. Capital Wealth Advisors, LLC, Commonwealth Financial Network, and Austin Financial Partners. Maas is also involved in family farming through Maas Farming Corporation and operates a related sole proprietorship that manages agricultural leasing and marketing. ATX Financial Planning provides discretionary investment management and financial planning to individuals and high-net-worth clients, including ERISA plan services as fiduciary. The firm’s investment approach integrates fundamental and technical analysis and utilizes a range of strategies including structured-outcome ETFs, commodities, and selective use of leveraged and inverse funds for qualified clients.

Spencer Wright is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Halbert Wealth Management since 1999 and previously spent three years at Pensionmark Financial Group. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while also supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, offering both discretionary and non-discretionary programs, including a proprietary long/short strategy known as HWM Alpha Advantage.

Marie Freemyer is a CFP® professional with 12 years of experience in the financial services industry. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of her advisory role, she manages several long-term and vacation residential rental properties in Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wrap asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs proprietary asset-allocation models and operates a wrap fee program, managing approximately $409 million in assets for about 667 clients.

Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of advising, Carlin is the president and CEO of Monaco Car Club, an exotic car share business, and serves as treasurer for the Down Syndrome Association of Central Texas as well as a board member for Parkside Mueller. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and financial planning consulting, focusing on ETF and equity exposure using third-party model portfolios. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, and utilizes borrowing and derivatives within separately managed accounts, practices that are uncommon among similar firms.

Christopher Vasquez is a financial advisor with Lucien Stirling & Gray Advisory Group Inc in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Vasquez has been with Lucien, Stirling & Gray since 2014, including a prior role at Lucien, Stirling & Gray Financial Corporation. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a focus on intermediate- to long-term buy-and-hold strategies and emphasizes selecting the least expensive mutual fund share classes available to clients.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Coffelt is an advisor at Empiric Advisors, Inc. in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Texas Capital, Inc. since 2001 and First Austin Capital Management, Inc. since 1987. He is also president of Empiric Advisors, Inc., which manages the Empiric Core Equity Funds. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts, serving individual and high-net-worth clients with long-only equity strategies. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

Lee Yeow David Teo is a financial advisor at Real Advisers LLC RIA Series with three years of industry experience. He holds a Series 65 designation and has worked at Analog Capital Partners LLC since 2021 and Merlion Investments, LLC since 2014. Outside of his advisory role, he owns a real estate investing company focused on single-family homes and participates as a limited partner in syndicated commercial real estate deals. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors. The firm specializes in real estate-focused investments using a long-only, value-oriented, bottom-up approach that combines fundamental and technical analysis.

Eswar Menon is a financial advisor at Empiric Institutional in Austin, TX, holding a Series 65 license with 18 years of industry experience. He worked at Harper Capital Management, LLC from 2018 to 2024 and was self-employed from 2016 to 2018. He serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises India-based Sameeksha Capital in a research and recommendation capacity. Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth individuals, and institutional clients. The firm employs proprietary, quantitatively driven equity strategies incorporating fundamental analysis, a QEV scoring process, and a qualitative overlay, typically managing concentrated portfolios with long expected holding periods.

Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018 and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. In addition to his advisory role, he is also an insurance agent involved in selling insurance on a limited basis. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with quantitative, fundamental, technical, and Modern Portfolio Theory analysis, offering ongoing portfolio monitoring and rebalancing tailored to client objectives.

Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Brian Halbert is a Series 66 licensed financial advisor with 12 years of industry experience. He is the managing partner of Brian Halbert & Associates, LLC, a separate business where he provides managerial duties. Halbert previously worked at Merrill and Pensionmark Financial Group before joining Halbert Wealth Management, Inc. in 2025. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities. The firm supports other advisers by identifying and referring investment strategies and emphasizes active money management and risk management through various tactical approaches and proprietary strategies.

Clayton Ripley is a financial advisor at Town Lake Capital Management with 16 years of industry experience. He holds a Series 65 designation and has held management roles at Holt Wind Resources and BGCP Holdings I GP, LLC, among others. Outside of his advisory work, he serves as a manager at Holt Wind Resources and oversees family investment activities through Ripley Family Investments LLC. Town Lake Capital Management provides discretionary investment management to foundations, endowments, family offices, high-net-worth individuals, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research and manages portfolios primarily in publicly traded equities, mutual funds, and ETFs.

Shane Morrow is a CFP® professional with 21 years of experience in financial advising. He is the principal at IronBridge Wealth Counsel, LLC, where he has worked since 2016, and has prior experience with firms including Lincoln Financial Advisors and SagePoint Financial, Inc. Outside of his advisory role, he consults on technology products for Helicon Capital Partners. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profit organizations, corporations, and other business entities. The firm focuses on fee-for-service planning and paraplanning, employing methods such as fundamental analysis and modern portfolio theory, and operates without managing client investment accounts or exercising investment discretion.

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.