Craig Larson is the principal of Larson Financial Advisors in Bloomington, MN, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Larson Financial Services, Inc., doing business as Larson Financial Advisors, since 1996. Larson is also an independent insurance agent through Tax Advantaged Retirement Consultants, LLC, holding the CLU and LUTCF designations. Larson Financial Advisors provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, and other entities. The firm serves both individual investors and plan sponsors, using technical analysis alongside fundamental and cyclical strategies, managing approximately $99 million in assets for around 155 households.

Lauren Fischer is a CFP® with three years of industry experience, currently serving as a financial advisor at Grace Capital Management, LLC. Her prior roles include positions at Financial Gravity Family Office Services, Ark Financial, Artemis Capital Management, and SALI Fund Services. Outside of her advisory work, she provides independent financial coaching through Huntress Wealth, offering non-advisory coaching sessions. Grace Capital Management, LLC serves individual and high-net-worth clients, trusts, pension plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs both fundamental and technical investment analysis, offers discretionary and non-discretionary management, and utilizes various strategies including options and margin, while managing approximately $142 million in client assets.

I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Neil Vannoy is a CFP® professional with 19 years of industry experience, serving as an advisor at Vannoy Advisory Group, Inc. since 2007. He holds Series 63, 65, and 66 licenses and is based in Austin, TX. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds, ETFs, and ETNs, supported by client communication tools like an online dashboard and secure document vault.

Rajesh Tummala is a financial advisor at Deep Think Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Nokia Corporation for 19 years. Outside of his advisory role, he is the managing member of Bright Feather Holdings, a family investment management entity. Deep Think Investments offers 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.

Daniel Caswell is a financial advisor with Integrated Wealth Strategies, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Lion Street since 2013, where he is a part owner and sells fixed insurance products. Outside of advisory work, he is involved in leasing office space and subletting to an attorney. Integrated Wealth Strategies serves a diverse client base including individuals, high-net-worth households, trusts, and business owners, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, providing discretionary trading and oversight along with third-party manager recommendations.

Juan Creixell is a financial advisor at Beacon Advisors with 20 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Outside of his advisory role, he serves as a director for SilverBox Engaged Corp, a SPAC-focused acquisitions company, and volunteers as a board member and finance committee member for nonprofit organizations including St. Louise House and Seton Ascension Texas. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, using a combination of long-term, tactical, and value-oriented strategies tailored to client objectives and risk tolerance.

Renee Harvey is a financial advisor with Planning Works Advisory, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Planning Works Advisory in 2022, she spent eight years with Calton & Associates, Inc. She serves as a volunteer advisor for the Chi Omega Fraternity – Iota Chapter in Austin and is also engaged as an independent insurance agent and an independent sales representative for a nutrition supplement business. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm uses a modern portfolio theory-based investment approach, employing diversified portfolios primarily through mutual funds and ETFs, tailored to client risk profiles and objectives.

Hal Dobbs is a CFP® professional with over 21 years of experience in financial advising. He has worked at Watercolor Financial since 2023 and previously spent three years at Northwest Asset Management and sixteen years at Lucien, Stirling & Gray Advisory Group, Inc. in various roles. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 client relationships, employing a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Robyn Krahn is a financial advisor with Resource Consulting Group, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., FSC Securities Corporation, and LPL Financial, LLC. She is also a senior wealth manager at RCG Finish Well, LLC, an investment-related LLC. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers a holistic, values-based planning process with written evaluations and investment policy statements, focusing on strategic and tactical asset allocation while clients retain custody and decision-making authority.

Mikiel Featherston is a financial advisor with Planning Works Advisory, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Waterloo Capital Management, Calton & Associates, Inc., and Smart Money Group, LLC. He is also an independent insurance agent and operates a consulting firm focused on business financial management, transition, and employee benefit consulting. Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement plan services. The firm employs a modern portfolio theory-based investment approach that utilizes mutual funds, ETFs, fundamental security analysis, and market trend evaluation, tailoring portfolios to client risk profiles and objectives.

David Robinson is a CFP® professional with 37 years of experience in financial advisory services. He is president of Resource Consulting Group, Inc., where he has worked since 1989, and also serves as managing member of RCG Finish Well, LLC, his wealth management firm. Prior to this, he was associated with Fsc Securities Corporation from 1989 to 2023. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses, focusing on a values-based planning process with written evaluations and tailored asset allocation guidance. The firm does not manage client assets directly and offers modular planning and qualified retirement plan consulting using fixed or hourly fees instead of percentage-based asset management charges.

Yunny Dang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Symphony Retirement Partners LLC. Prior to joining Symphony, she spent two decades at Lincoln Financial Advisors and briefly worked at Osaic Wealth, Inc. Outside of advising, she is a licensed insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, and volunteers as a poll worker during elections in Austin, TX. Symphony Retirement Partners LLC advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm combines fundamental analysis, technical methods, and modern portfolio theory to implement both long- and short-term strategies, with a predominance of client-directed accounts.

John Brodnax is a CFP® professional with 24 years of experience, serving as the sole advisor at Texas Asset Management. He has practiced law since 1994 at the Law Office of John W. Brodnax and is a CPA at Brodnax & Karnes, P.C. Texas Asset Management is an independent, single-adviser registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth individuals, trusts, qualified retirement plans, and small businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on asset allocation and diversified portfolios primarily composed of institutional-class, passively managed mutual funds tailored to client investment policy statements.

Stephen Benold is a CFP® professional with 19 years of experience at Benold Financial Planning in Georgetown, TX. He is also employed part time as the medical director of the Williamson County Juvenile Justice Center, where he provides medical care and administrative duties. Benold Financial Planning offers ongoing portfolio management and financial planning 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 primarily on a discretionary basis with customized plans tailored to client goals and risk tolerance.

Matthew Goff is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at firms such as New York Life Insurance and Camino Real Financial Strategies. He is also involved with Networthy Publishing, LLC. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of analytic methods and offers client-specific model portfolios managed through its online Ark Academy program.

Lei Duan is a CFP® and Series 65-licensed financial advisor at Open Door Investment Advisors, Inc. with one year of industry experience. Prior to joining Open Door, Lei worked at KPMG and Maxwell Locke & Ritter, LLP, where she served as an independent contractor managing financial due diligence projects. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans with a conservative, long-term buy-and-hold equity strategy focused on individual equities supported by fundamental and technical analysis. The firm manages approximately $36.8 million for about 50 client relationships through a two-advisor team.

Thomas Twombly is a financial advisor at Lucien Stirling & Gray Advisory Group Inc in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Lucien, Stirling & Gray Advisory Group since 1993 and was previously with Lucien, Stirling & Gray Financial Corporation for 24 years. 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 intermediate- to long-term buy-and-hold strategies, emphasizing cost efficiency and periodic reviews of mutual fund share classes.

Brooks Slaughter is a CFP® professional with 33 years of experience in financial advising. He is the sole advisor at Strategic Investment Management in Austin, TX, where he has worked since 2003. His prior work includes roles at Richard P. Slaughter Associates, Inc. and RPS Retirement Plan Advisors. Strategic Investment Management provides discretionary portfolio management and comprehensive financial advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamentally driven, active investment approach tailored to each client’s risk tolerance, time horizon, and goals.

Jack Marino is a CFP® with 21 years of experience in the financial industry. He has worked at Lake Hills Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, Marino is the founder and CEO of Fin & Forest, LLC, where he serves as a fractional CFO, and he also founded Lake Hills Masterminds, LLC, a professional development organization focused on general management and group facilitation. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management process using model portfolios and a systematic overlay driven by economic and technical indicators, including the use of derivatives in certain accounts.