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.

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.

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.

Henry Golightly is a financial advisor at Douglas Capital Advisors with a Series 65 designation and one year of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, KBR, and McConnell & Jones. Golightly is also the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO services, and accounting. Douglas Capital Advisors offers non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a tax-aware, evidence-based approach focusing on low-fee investments and proactive asset location, with additional services including educational seminars and business valuation.

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.

Issam Bakir is a CFP® with 37 years of experience in the financial services industry. He is currently with TNT Asset Management, LLC, where he has worked since 2010, and previously worked at Next Financial Group Inc. Bakir is also president of TNT Financial Services Inc. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides investment advice and planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a mix of analytical approaches and managing client portfolios primarily through SEI’s Managed Accounts Program.

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.

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.

Tarik Bakir is a CFP® professional with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2018. Prior to joining TNT, he served in the US Army from 2012 to 2018. He is also a licensed life and health insurance agent. TNT Asset Management provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis and manages client portfolios through SEI’s Managed Accounts Program, offering both long- and short-term trading strategies alongside ongoing account reviews and planning consultations.

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.

David Traff is a financial advisor at Bisonwood Financial Management in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Bisonwood since 2006. One of the firm’s principals is involved in angel investing and holds a corporate role related to that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and uses low-cost ETFs alongside fundamental and technical analysis, with flexibility for short-term trading strategies under discretionary authority.

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.