Trevor Bakir is a CFP® with eight years of industry experience, currently serving as a financial advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked at Goodwill Industries Central Texas from 2015 to 2017. He is also the Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management provides investment advice and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical approaches and trading strategies, offering portfolio management and pension consulting services.

Jonathan Billiot is a CFP® with 10 years of experience currently serving at Ark Wealth Management in Austin, TX. He is a co-founder and COO of Snazze Boutique, an online clothing business. Billiot also holds leadership roles in related entities including Ark Insurance Group and Ark Family Office, LLC. Ark Wealth Management provides discretionary portfolio management and financial planning services to individuals, businesses, charitable organizations, and pension/profit-sharing plans, utilizing a combination of quantitative, fundamental, technical, and modern portfolio theory approaches. The firm offers an online Ark Academy program that aligns clients with model portfolios managed and rebalanced by the firm.

Debi Halbert is a financial advisor with Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Pensionmark Financial Group and ProFutures, Inc. dba Vector Signals, in addition to her long tenure at Halbert Wealth Management since 1995. Outside of advisory activities, she manages Theta Research, LLC, an online subscription service providing accounting and bookkeeping services. Halbert Wealth Management provides investment management and financial planning to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, employing tactical allocations, sector rotation, and an actively managed, long/short proprietary strategy known as HWM Alpha Advantage.

Elvin Miller is a CFP® professional with 15 years of experience in financial advising. He has been with Texas Asset Management, formerly known as Texas Invest Wisely and Lake Travis Financial Advisors, since 2006. Miller operates as the sole advisor at the independent firm based in Lakeway, TX. Texas Asset Management provides discretionary investment management, written financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and small businesses. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified portfolios constructed mainly with passively managed, institutional-class mutual funds tailored to each client’s investment policy statement.

Herbert Boyd is a CFP® with 27 years of industry experience and is currently with Beacon Advisors in Austin, TX. His prior experience includes roles at Custos Family Office and J.P. Morgan Private Bank. He serves as a board member for One Chapel, providing financial advice and reviewing financial information. Beacon Advisors offers 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, tailoring portfolios to client objectives and conducting regular account reviews.

Jason Clevlen is a CFP® with 22 years of industry experience, currently serving as an advisor at Lake Hills Wealth Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the founder and member of Lake Hills Masterminds, a professional development organization focused on finance 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 approach using quantitative and technical methods, and it is notable for its rules-based use of derivatives within client accounts.

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.