Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, holding Series 63 and Series 65 credentials with 31 years of industry experience. She previously worked at Northwest Asset Management and spent 25 years at Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse clientele including individuals, families, and businesses. The firm employs a strategic asset-allocation approach using diversified mutual funds and ETFs, incorporates modern portfolio theory alongside fundamental and cyclical analysis, and offers ESG/SIS options when requested.

Scott Bussy is a financial advisor with Bearing Financial Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Bearing Financial Advisors since 2002 and previously spent three years at Calton & Associates, Inc. Outside of his advisory role, he is an insurance agent involved in managing general agency activities. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, family partnerships, trusts, and small-business retirement plans. The firm employs multiple factor-driven equity models and integrates both fundamental and technical analysis in its diversified investment approach.

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.

Christopher Vasquez is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc. in Austin, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Lucien, Stirling & Gray Advisory Group since 2014. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on mutual-fund-based asset allocation models and prefers intermediate- to long-term buy-and-hold strategies, emphasizing cost-efficient mutual fund share class selection.

David Pizzi is a financial advisor at EliteGate Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining EliteGate, he worked at First Republic Bank and was involved with two private companies, Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth provides discretionary wealth management and financial planning services to individuals and high-net-worth clients, using model portfolios primarily composed of low-cost mutual funds, ETFs, individual equities, and bonds. The firm follows a fiduciary duty and a primarily long-term investment approach informed by fundamental and cyclical analysis.

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 Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

Hasan Iqbal is a CFA® charterholder with one year of experience at Elitegate Wealth, LLC. Prior to joining Elitegate, he worked for 15 years at MCB Bank Limited. He also serves as a substitute teacher with the Pflugerville Independent School District. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients, using model portfolios focused on low-cost mutual funds, ETFs, individual equities, and bonds. The firm operates as a fiduciary with a long-term investment approach informed by fundamental and cyclical analysis.

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.

Jordan Benold is a CFP® professional with six years of industry experience. He has worked at Benold Financial Planning since 2019 and previously at the Federal National Mortgage Association from 2015 to 2019. Benold Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts on a discretionary basis through customized plans or model allocations tailored to clients’ goals and risk tolerance.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

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.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

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.

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.