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.

Barbara Johnson is a financial advisor at Capstar Financial Services LLC in Austin, TX, holding Series 65 and Series 66 licenses with six years of industry experience. She has been with Capstar Financial Services since 2015. Capstar Financial Services offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, managing approximately $208 million across 376 client relationships. The firm combines modern portfolio theory with technical analysis and employs both long-term and short-term trading strategies, while also providing periodic educational seminars and workshops for clients.

Suzette Porter is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding a Series 65 designation and 16 years of industry experience. Her prior work includes roles at Fidelity Bank and Global Financial Private Capital, LLC. She serves as a finance committee member and volunteer at Live Austin Church. Capstar Financial Services LLC provides portfolio management, financial planning, and third-party manager selection for individual, high-net-worth, and small business clients. The firm uses both modern portfolio theory and technical analysis to construct portfolios and offers client education through seminars and workshops.

Roger Brooks is a financial advisor with Strategic Investment Management in Round Rock, TX, holding a Series 63 designation and 22 years of industry experience. He has been with Strategic Investment Management since 2014. Strategic Investment Management serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate clients by providing discretionary portfolio management and comprehensive financial advice. The firm employs active asset management with a focus on fundamental analysis, managing portfolios on a discretionary basis within the parameters set by an affiliated investment committee.

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.

Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.

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.

Kathryn Moreno is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Bearing Financial Advisors, LLC since 2014 and previously at Calton & Associates, Inc. from 2016 to 2019. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and manages several factor-driven equity models while integrating tax-aware strategies and active versus passive considerations.

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 with Davis & Wehrle, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Davis & Wehrle since 2006. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. 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.