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® with 36 years of industry experience and serves as President of Resource Consulting Group, Inc. He has been with Resource Consulting Group since 1989 and has also worked at OSAIC Wealth, Inc. since 2023. In addition to his advisory role, Robinson manages RCG Finish Well, LLC, a wealth management firm where he oversees business operations and compliance. Resource Consulting Group, Inc. provides personalized, fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm emphasizes a holistic, values-based planning process and offers modular planning, qualified retirement plan consulting, and hourly consultations without managing client assets or charging asset-based fees.

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.

Caden Brown is a financial advisor at Halbert Wealth Management, Inc in Austin, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Charles Schwab & Co., Inc. Outside of finance, he has worked in the restaurant and hospitality industries. Halbert Wealth Management provides investment management and financial planning to individual and institutional clients, offering both discretionary and non-discretionary programs with an active money management approach that includes tactical allocations and risk management strategies.

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.

Thomas Twombly is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc with 41 years of industry experience. He has been with the firm since 1993, having worked with both Lucien, Stirling & Gray Advisory Group, Inc. and its predecessor entity, Lucien, Stirling & Gray Financial Corporation. He holds Series 63 and Series 65 licenses. Lucien, Stirling & Gray Advisory Group Inc provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with a buy-and-hold strategy overseen by an internal Investment Policy Committee, managing approximately $130.9 million in client assets.

Marc Jimenez is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with CAM Investor Solutions and previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, he owns and operates the Full Mate Chess Institute, which focuses on tutoring and promoting chess in the community. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a combination of asset-allocation frameworks and techniques such as technical analysis and dollar-cost averaging to tailor portfolios to client risk tolerances and objectives.

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.

Nicholas Duggan is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Town Lake Capital Management since 2020 and previously worked at Rice University for one year. Town Lake Capital Management provides discretionary investment management primarily to foundations, endowments, family offices, high-net-worth, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research, managing portfolios mainly in publicly traded equities, mutual funds, and ETFs, and also offers unbundled 401(k) consulting including fund recommendations and participant education.

Justin Garcia is a financial advisor at Larson Financial Advisors with a Series 65 designation and one year of industry experience. Before joining Larson Financial Advisors in 2026, he worked at Amazon Web Services for seven years and Velocity Electronics for four years. Larson Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, pension consulting, and participant education. The firm uses a combination of in-house model portfolios, third-party managers, and technical analysis techniques to tailor advice for its clients.

Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.

Alexander Goodwin is a Series 65–licensed advisor at Turner Capital Investments, LLC with three years of industry experience. He previously worked at Legacy Wealth Management, LLC and has been involved with Turner Capital Investments since 2018. Outside of his advisory role, Goodwin serves as a manager for ARX BTC, LLC, a company providing Bitcoin services. Turner Capital Investments offers discretionary investment management to affluent individuals and business entities through a range of actively managed, rule-based strategies focused on stocks and exchange-traded funds. The firm utilizes technical algorithms and momentum signals, including leveraged and inverse ETFs, with an emphasis on documented risk controls and volatility monitoring.

Teresa Jammal is a financial advisor with Carlin Wealth Management Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Prior to her financial services work, she was involved with Pubcrawler of Austin, Emler Swim School, and Top Shelf Events. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes ETF and equity exposure through third-party model portfolios, employs various investment strategies including borrowing and derivatives within separately managed accounts, and executes most trades via block trading.

Jon Lo Presti is a financial advisor with Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, JPMorgan Securities, and independent insurance agency work spanning 15 years. He also serves as president of a family holding company, Decca Group LLC. Decca Private Wealth Management serves individual and high-net-worth clients with tailored portfolio management, retirement plan services, and managed held-away accounts. The firm employs conventional portfolio construction techniques and may use independent sub-advisors, offering personalized client relationship management and quarterly account reviews.

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.

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.

Timothy Sittler is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Planning Works Advisory, Inc. in Austin, TX. His prior experience includes roles at UBS Financial Services Inc., P1 Capital LLC, Waterloo Capital Management, LLC, and Calton & Associates, Inc. He is also a self-employed independent insurance agent. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, global diversification, and fundamental security analysis, managing approximately $178.5 million for around 122 clients.

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.