Anthony Buzbee Jr. is a financial advisor with Somos Financial Partners LLC in Austin, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Somos Financial Partners, he worked at Cresa and New Regional Planning. Somos Financial Partners LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and selection-of-adviser services. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, focusing on long-term trading strategies and maintaining client-specific investment policy statements.

Itay Vinik is a financial advisor with Vectis Capital in Austin, TX, holding a Series 65 license and bringing 13 years of industry experience. He previously worked at Equilibrium Ventures, LLC and Ace of Swords, LP, among other firms. Outside of his advisory role, Mr. Vinik manages multi-family real estate properties in Texas under his personal capacity with a Texas real estate license. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with additional family office services. The firm employs a multi-faceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, and actively participates in private fund activities.

Hariharan Jayakumar is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at Silo Financial since 2022. Outside of financial advising, Jayakumar operates a YouTube channel called "Logically Answered," which features business and technology content and has garnered 500,000 subscribers. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform that offers suitability scores and allows clients to trade NASDAQ/NYSE equities, ETFs, and fixed income instruments. The firm supports a large client base with a non-discretionary robo-advisory model that does not rely on traditional percentage-of-assets fees.

Mark Tracy is a CFP® with 12 years of industry experience, currently serving as an advisor at KM Capital Management, Ltd. in Austin, TX. He has been with the firm since 2005. KM Capital Management serves a select group of primarily high-net-worth individuals through discretionary and non-discretionary portfolio management, and also acts as sub-advisor to a private investment fund. The firm focuses on wealth preservation and risk management using diversified, cost-efficient strategies and provides additional administrative services such as bill-pay and bookkeeping.

Benedict Johnson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with GAP Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, First Command Financial Services, and USAA Financial Advisors. GAP Financial Services offers investment management, financial planning, and retirement plan consulting for individuals and plan sponsors. The firm employs primarily passive asset-allocation strategies supplemented by an active options-writing program and provides multiple planning delivery models, including fixed-fee and ongoing retainer arrangements.

Benjamin Yeung is a CFP® with three years of industry experience, currently serving as a financial advisor at Seaborn Financial, LLC. He previously worked at Fai Wealth Management and has been self-employed since 2009. Outside of finance, Yeung founded BZY, LLC, which provides tutoring services in STEM subjects to high school and college students. Seaborn Financial serves individual and high-net-worth clients as well as employer plan sponsors, offering investment management, comprehensive financial planning, and pension consulting. The firm primarily uses a passive investment approach focused on index funds and ETFs, integrating planning with portfolio management and providing educational seminars and employer pension consulting.

Brinley Le Donne is a Certified Financial Planner® at Portfolio Management, LLC with seven years of industry experience. She has been with Portfolio Management, LLC since 2016. The firm provides discretionary investment management to individuals, trusts, retirement plans, and other institutions, offering custom portfolios and model portfolios while managing approximately $151.9 million across about 111 client relationships.

Rebecca Whites is a financial advisor at Real Wealth Planning with eight years of industry experience and a Series 66 designation. Her previous roles include positions at Dimensional Fund Advisors and Ark Wealth Management, LLC. She is also affiliated with The Well Community Church. Real Wealth Planning serves individuals, employer plan sponsors, nonprofit organizations, and business owners, focusing on comprehensive financial planning and integrated investment management. The firm employs a passive, systematic investment approach using index mutual funds and ETFs, and offers specialized services including employee benefit plan consulting and nonprofit advisory work.

Cary Laudadio is a CFP® with 26 years of industry experience, currently serving as an advisor at GoalFusion Wealth Management since 2020. Prior to this, he spent 15 years at Ameriprise Financial Services, Inc. in Austin, TX. GoalFusion Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages approximately $199 million across nearly 300 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset-allocation and rebalancing strategies.

Morgen Rochard is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Origin Wealth Advisers. He has worked at Origin Wealth Advisers since 2014. Origin Wealth Advisers provides comprehensive financial planning and discretionary portfolio management for individuals and families, including high-net-worth and business-owner clients. The firm employs a strategic asset-allocation approach guided by individualized investment policies, integrating life-planning techniques with traditional financial analysis, and operates as a fee-only fiduciary.

William Sheldon Jr. is a financial advisor at MDRN Wealth LLC in Austin, TX. He holds Series 65 and Series 66 licenses and has professional experience at Mercer Advisors and Seneca Financial Advisors before founding MDRN Wealth. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions for held-away accounts and employs a diversified investment approach combining fundamental analysis, modern portfolio theory, and a range of instruments including derivatives and private placements.

Matthew Mccreary is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Darrow Wealth Management since 2022 and previously spent seven years at Dimensional Fund Advisors. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm manages roughly $392 million in discretionary assets using proprietary global asset allocation models and primarily invests in low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Luis Guardia is a CFP® professional with 13 years of experience, currently serving as an advisor at Tuyyo Planning Group since 2018. He has worked as a professional soccer referee for organizations including the United States Soccer Federation and the NCAA Big 12 since the mid-1990s. Guardia also engages in insurance sales through a separate business activity. Tuyyo Planning Group is a small advisory firm managing approximately $68.7 million for around 84 clients, including individuals, high-net-worth households, and members of the LGBTQ community. The firm provides comprehensive and modular financial planning, along with discretionary and non-discretionary portfolio management. Its investment approach follows a written policy statement and relies primarily on Modern Portfolio Theory and passive indexing strategies using ETFs and no-load mutual funds.

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.

Alexander Smith is a CFP® and Series 65-registered financial advisor at SeedSafe Financial LLC in Austin, TX, with four years of industry experience. Prior to his current role at SeedSafe Financial, he worked at Amazon for several years. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and employees in the technology sector. The firm employs a passive investment approach focused on diversified portfolios of low-cost index funds and ETFs, offering comprehensive planning, discretionary portfolio management, tax return preparation, and educational seminars.

Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.

Richard Girard is a financial advisor with Core Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Core Investment Group, LLC since 2014 and at SagePoint Financial from 2015 to 2019. In addition to his advisory role, he is appointed with outside carriers for brokering life and health insurance products. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm employs third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

Rubin Miller is a CFA charterholder with 11 years of industry experience. He is currently an advisor at Peltoma Capital Partners and previously worked at Perspective Wealth Partners and Dimensional Fund Advisors. Miller operates an investment-related blog, www.fortunesandfrictions.com. Peltoma Capital Partners serves individuals, high-net-worth clients, corporations, and business entities with wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm employs a fee-only model, combining passive and active strategies guided by Modern Portfolio Theory, and offers tailored portfolios including ESG options.

Sean Mcdougle is a CFP® with 14 years of industry experience, currently affiliated with Nest Financial LLC in Austin, TX. He has held roles at Union Capital Company, 360 Wealth Management LLC, LPL Financial, and Lewin Wealth / Merit Wealth Advisors. His credentials include the Series 63 license. Nest Financial LLC serves individual clients—including high-net-worth households—pension plans, and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate-planning package services. The firm manages approximately $45 million in client assets and utilizes a blend of fundamental and technical investment approaches tailored to clients’ specific needs.

Joseph Alotta is a CFP® with 28 years of industry experience, currently serving at Open Door Investment Advisors, Inc. in Austin, TX, where he has worked since 2015. He holds a Series 65 license and is part of a two-advisor team. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans, managing approximately $36.8 million across about 50 client relationships. The firm employs a conservative, long-term buy-and-hold equity strategy focused on individual companies, with discretionary asset management and a fee-only structure that includes complimentary financial planning.