Dallas Griffin is a financial advisor with Somos Financial Partners LLC in Austin, TX, holding the CFA® designation and a Series 63 license. He has 13 years of industry experience, including a long tenure at Piper Sandler from 2009 to 2022. Outside of advisory work, he is involved with Rigid Constructors and Daylight Energy, LLC. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, typically pursuing long-term trading strategies while acting as a fiduciary for retirement accounts.

Samuel Lee is a financial advisor at SVRN Asset Management, LLC in Austin, TX, holding a Series 65 credential with 10 years of industry experience. He has been with SVRN Asset Management since 2015. In addition to his advisory role, Lee serves as Managing Member and Chief Compliance Officer at Militia Investments, LLC, an SEC-registered investment adviser. SVRN Asset Management serves high net worth individuals, families, and trusts with discretionary and non-discretionary asset management, financial planning, and related advisory services. The firm employs a factor-based investment process that combines passive benchmark allocation with active tilts and customizes portfolios based on clients’ risk, tax, and liquidity profiles.

Brian Jackson is a CFP® with five years of industry experience, currently serving as an advisor at Vectis Capital since 2026. His prior roles include positions at MCM Wealth and Robinhood Financial, LLC. Vectis Capital provides portfolio management and financial planning services primarily for ultra-high-net-worth individuals and families, offering family office services alongside a comprehensive investment approach that integrates quantitative, fundamental, technical, and economic analysis. The firm manages approximately $126 million in assets and coordinates closely with clients’ tax, estate, and trust professionals.

Scott Zodin is a financial advisor at Keel Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-founder and board member of Texas Crop Science, an agricultural technology company. Keel Wealth Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management and fixed-income consulting. The firm manages client accounts on a discretionary basis and emphasizes transparency by not offering proprietary products or engaging in principal trading.

Garrett Beauvais is a financial advisor at MarketTrend Advisors, Ltd. in Austin, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with MarketTrend Advisors and Lansing Investments, LLC since 2005. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm offers discretionary portfolio management using a combination of technical and fundamental analysis, with strategies that include tactical and trend-following approaches implemented through ETFs, mutual funds, and individual securities.

Juan Briceno is a financial advisor at Pomifer Capital Partners LLC with five years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Morgan Stanley, Sigma Ventures, and Brownsville Business Corporation. Outside of his advisory role, Briceno serves as a managing member of Heraclitus Capital Management, LLC, which manages a special purpose fund, and is involved with Bridge Funding Global as a selection committee member. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, specializing in private equity, venture capital, and other alternative investments. The firm focuses on bottom-up manager selection and extensive due diligence, offering advisory and consulting services without discretionary portfolio management or asset custody.

Althea Maravelas is a Series 66 licensed financial advisor at GCB Private Wealth with five years of industry experience. She previously worked at Morgan Stanley and has operated her own business, 9 DESIGN Group, LLC, since 2000. GCB Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and pension consulting services without a stated account minimum.

Philip Dorr is a financial advisor at Water Valley Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Water Valley Investment Advisors since 1998. Water Valley Investment Advisors provides portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, offering discretionary and non-discretionary management along with retirement plan fiduciary services. The firm’s investment approach focuses on fundamental analysis and long-term trading, with regular account reviews and use of mutual funds and ETFs.

Akhsheiy Tangutur is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Schwab and Lovins Trosclair PLLC. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform. The firm offers automated suitability scores to guide investment decisions while clients retain final authority over trades.

Lawrence Dove is a financial advisor at Core Partners in Austin, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Core Investment Group and SagePoint Financial. In addition to his advisory role, he is appointed as an insurance broker for life and health insurance products. Core Partners serves individuals, foundations, small businesses, and pension and profit-sharing plans by offering financial planning, portfolio management, retirement plan advisory, and business consulting. The firm primarily uses third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

Theodore Leclair is a financial advisor with 19 years of industry experience, currently practicing at 994 Group since 2018. He holds the Series 63 designation and has prior experience at Natixis Global Associates. Leclair serves as a Rear Admiral in the United States Navy Reserve and is a partner at Saltwater Leadership, a leadership and consulting firm. 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 and maintains sub-advisory relationships for specialized strategies.

Don Lansing is a Series 65-licensed financial advisor with MarketTrend Advisors, Ltd. in Austin, TX, where he has worked since 2004. He has 22 years of industry experience and is also the managing partner of Lansing Investments, LLC, a Texas-registered investment advisory firm. MarketTrend Advisors serves individual clients, high-net-worth individuals, small businesses, pensions, trusts, and charitable organizations with discretionary portfolio management across multiple strategies. The firm combines technical and fundamental analysis to identify market trends and employs tactical, trend-following, and higher-frequency trading approaches, utilizing ETFs, mutual funds, closed-end funds, and sometimes margin or options.

Susan Geist is a financial advisor with Rising Femme Wealth in Austin, TX. She holds a Series 65 designation and has experience at Rising Femme Wealth, McAllister and Quinn, Susan Geist Coaching, and the U.S. Economic Development Administration. Rising Femme Wealth is a fee-only registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a primarily passive, long-term investment approach based on Modern Portfolio Theory, while offering tailored plans, discretionary portfolio management, and socially responsible investing options.

Douglas Arnest is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Barden Capital Management, Inc. in Austin, TX, and has worked at 360 Financial, LLC since 2014, where he also serves as founder and CEO. Outside of his advisory role, he is involved with Delta Settlements as a settlement planner, providing planning services related to structured settlement annuities. Barden Capital Management offers investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. The firm employs a tailored investment process that integrates quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

Bailee Beauchamp is a financial advisor at Real Wealth Planning with eight years of industry experience. She holds a Series 66 designation and previously worked at Dimensional Fund Advisors for eight years before joining Real Estate Wealth Planning in 2023. Real Wealth Planning serves individual clients, high-net-worth households, nonprofit organizations, and employer plan sponsors. The firm offers comprehensive financial planning with integrated investment management, primarily using passive, systematic strategies based on academic research, and provides additional services such as employee benefit plan advisory and business-owner consulting.

Chukwuchebem Orakwue is a financial advisor at Xantos Labs, LLC with seven years of industry experience. He holds a Series 65 designation and worked at Samsung Austin Research Center for three years prior to joining Xantos Labs. Xantos Labs provides discretionary investment management and general consulting to individuals, pension and profit-sharing plans, trusts, foundations, and other entities through separately managed accounts. The firm operates exclusively online, using proprietary quantitative models to drive automated trading decisions for U.S.-listed global equity securities, and is notable for its single-advisor structure, bundled wrap-fee program, and emphasis on digital distribution channels.

Robert Hoyt is a financial advisor at Vectis Capital in Austin, TX, holding a Series 65 designation with 11 years of industry experience. His prior roles include positions at MCM Wealth and Blue Hall Capital, as well as six years at Allied Health Professionals, LLC. Vectis Capital provides discretionary and non-discretionary portfolio management and financial planning primarily for ultra-high-net-worth individuals and families. The firm emphasizes family office services and employs a multi-faceted investment approach that incorporates quantitative, fundamental, technical, and economic analysis.

Bradley Bolnick is a financial advisor at Gcb Private Wealth in Austin, TX, holding a Series 66 designation with 17 years of industry experience. He has previously worked with Private Portfolio Partners and LPL Financial and has been an insurance agent since 2014. Outside of financial services, Bolnick has worked as an actor in commercials, TV shows, theatre, and movies. GCB Private Wealth serves individual and institutional clients, offering fee-based advisory services, discretionary portfolio management, and retirement plan consulting. The firm employs a tactical asset allocation approach using a broad range of investment tools and provides 3(21) pension consulting and participant education without a stated account minimum.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.

Christi Van Rite is a financial advisor at White River Investments with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Raymond James & Associates, and U.S. Capital Wealth Advisors. Outside of advisory work, she is the managing member of BY DEV CO, LLC, a real estate development company involved in project coordination and budgeting. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and wealth/family office services. The firm combines tailored investment strategies with behavioral financial counseling and ESG screening, providing family office-style services despite its small size.