Greg Skinner is a financial advisor at Financial Celebrations Advisory with Series 63 and Series 66 licenses and 36 years of industry experience. He previously worked at National Planning Corp for 15 years and LPL Financial for 9 years. Financial Celebrations Advisory provides asset management and investment consulting services to individuals, trusts, pension plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios that emphasize ETFs and mutual funds, employing both short- and long-term trading strategies.

Satyadeep Tummala is a financial advisor at Deep Think Investments with a Series 65 credential and seven years of industry experience. Prior to joining the firm, he worked at the University of Oregon for seven years. He is a passive partner in Bright Feather Holdings, LLC, which manages family assets. Deep Think Investments provides discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.

Tarik Bakir is a CFP® with nine years of industry experience, currently serving as an advisor at TNT Asset Management, LLC. His background includes prior service in the US Army and earlier roles at TNT Asset Management and OSAIC Services, Inc. He is also a licensed life and health insurance agent. TNT Asset Management advises individuals and various institutional clients, providing portfolio management, financial planning, and pension consulting services. The firm emphasizes long-term investing through tailored model portfolios and utilizes a mix of fundamental, technical, and charting analysis.

Kory Labarga is a financial advisor at Financial Celebrations Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for ten years. Outside of his advisory work, Labarga is an author involved in writing and publishing novelettes. Financial Celebrations Advisory offers asset management and investment consulting services to individuals, trusts, pension plans, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing, focusing on ETFs, mutual funds, and both short- and long-term trading strategies.

Justin Fort is a CFP® with 14 years of industry experience and is affiliated with Fort Advisors Inc in Austin, TX. He has held advisory roles at Fort Advisors since 2019 and at Fort Wealth Management since 2014. In addition to his advisory work, he is a principal and agent at Amicord LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, while also conducting due diligence and monitoring for private investment fund opportunities. The firm employs multiple investment methods and commonly recommends third-party money managers, acting as the primary adviser for clients’ portfolios.

Bryan Hasling is a CFP® professional with 11 years of experience in financial advising. He is currently with Modern Financial Planning, where he has worked since 2023. Prior to this, he was with Lodestar Private Asset Management LLC from 2020 to 2023 and JW Harrison Financial Advisors from 2014 to 2020. Bryan holds a minority ownership stake in Lodestar Private Asset Management, which he plans to divest by the end of 2023. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Christopher Larochelle is a CFP® with 20 years of industry experience. He is currently affiliated with RIA Wealth Advisors, LLC and has previously worked at Arkadios Capital, RIA Advisors, DFPG Investments, Inc., and Integrated Advisors Network LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a strategic asset allocation approach with passive index and ETF funds as core holdings, adding active managers selectively and maintaining global diversification to manage market risk.

Ethan Kok is a CFP® and Series 65-licensed advisor with five years of industry experience, currently practicing at Sage Wealth Planning. Prior to joining Sage Wealth Planning in 2021, he spent five years at Dow Chemical Company. Outside of his advisory role, he invests personal capital in small multi-unit real estate buildings and assists in property management. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs primarily passive, risk-based, diversified portfolios with occasional active management and serves clients without a minimum account size requirement.

Michael Troxell is a Series 65 licensed advisor with Modern Financial Planning in Georgetown, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Wetherby Asset Management. In addition to his advisory role, he operates a separate tax preparation business as a sole proprietor. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a long-term, passive investment approach grounded in Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.

Scott Goeke is a financial advisor at Growth Horizons Wealth Management LLC in Georgetown, TX. He holds a Series 65 designation and joined the firm in 2026. Prior to entering the financial services industry, his work experience includes roles at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-specific investment approach that combines asset allocation, passive and active strategies, and third-party models with tax-aware rebalancing.

Julia Lorenz Olson is a CFP® and Series 65-registered advisor with one year of experience, currently serving clients at Solstice Wealth in Austin, TX. She previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm uses a primarily passive investment approach built with index mutual funds and ETFs, offering tailored portfolios and continuous advice while clients or outside managers retain final trading authority.

Philip Olson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Solstice Wealth in Austin, TX. His prior work includes roles at The Art of Finance, LLC, Ameritas Investment Company, LLC, and New England Securities. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offering tailored portfolios and ongoing planning across retirement, tax, estate, cash-flow, and insurance topics, with most assets managed on a non-discretionary basis.

Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.

William Snyder is a financial advisor at KConnally Strategies, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked at several firms including Ernst & Young Investment Advisers LLP, Kestra Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as an operations manager for Lend-Creek, a non-investment-related business. KConnally Strategies offers discretionary and non-discretionary asset management and financial consulting tailored to individual clients, with an investment approach that includes fundamental and technical analysis, option strategies, and tax-aware rebalancing. The firm retains the authority to appoint sub-advisors and provides periodic account reviews, emphasizing documented client goals and risk tolerances.

Paul Courtney is a CFA® charterholder with nine years of industry experience. He has worked at SpringTide Partners since 2017 and previously spent time at Foster Bridge Partners and Harmonic Capital, LLC. He serves as a managing member of SpringTide Partners. SpringTide Partners provides investment advisory services to individual clients, including high-net-worth households, as well as other investment advisers, institutional investors, and similar entities. The firm emphasizes tailored portfolios, active risk management, and combines fundamental and technical analysis within strategic and tactical asset-allocation frameworks.

Kevin Davis is a financial advisor at Davis & Wehrle, LLC with 27 years of industry experience. He has held positions at Cetera Wealth Services, LLC and LPL Financial before joining Davis & Wehrle in 2006. He holds Series 63 and Series 65 licenses. 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 fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.

Jack Boyd is a financial advisor at Boyd Financial Strategies, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at TJX Companies and Boyd Marine Service. Outside of his advisory role, he is involved in insurance sales and service, assisting clients with fixed rate annuity products. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts, typically with assets ranging from $500,000 to $20 million. The firm provides comprehensive financial planning and investment management using a risk-conscious, top-down approach that integrates fundamental, technical, and charting analysis.

David Bull is a financial advisor at Ark Wealth Management in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several related firms, including Oakwell Private Wealth Management. Outside of his advisory role, he owns and operates Ark Insurance Group and Ark Family Office, which provide insurance and family office consulting services. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension or profit-sharing plans. The firm offers discretionary portfolio management using a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, supported by client-specific investment policy statements and an online model portfolio program called Ark Academy.

Scott Brischke is a CFP® with 27 years of experience in the financial services industry. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of his advisory role, he serves as CFO of Roof Joker, a residential roofing business in Leander, Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wrap asset management, financial planning, and related consulting services. The firm uses proprietary asset-allocation models and a wrap fee program to manage approximately $409 million in assets for about 667 clients.