Peter Markovich is a CFP® with 15 years of experience in the financial services industry. He is currently with 994 Group and has previously worked at MJR Financial LLC and Kestra Financial Services. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a blend of Fundamental Analysis and Modern Portfolio Theory to create diversified portfolios using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside relationships with third-party money managers.

Ryan Barden is a financial advisor at Barden Capital Management, Inc. in Austin, TX, with 16 years of industry experience and securities licenses Series 63 and Series 65. He has been with Barden Capital Management since 2006. Barden Capital Management provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. The firm utilizes a tailored investment approach that combines quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that. I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds. Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I'm that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

Sonya Leszczynski is a financial advisor at Black Dog Financial Ltd. in Austin, TX, holding a Series 66 designation with 18 years of industry experience. She has worked at Black Dog Financial since 2012 and was self-employed from 2007 to 2018. Black Dog Financial Ltd. provides personalized financial planning and discretionary investment management primarily to individual, corporate, and small business clients. The firm employs a top-down investment approach combining technical and fundamental analysis and does not sell commission products or act as custodian for client assets.

Audrey Soza is a financial advisor at Beacon Advisors with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Securities, LLC and Custos Family Office. 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, employing a combination of long-term, tactical, and value-oriented strategies tailored to clients’ objectives and risk tolerance.

James Garvin is a CFP® and Series 66 credentialed financial advisor at SeedSafe Financial LLC with eight years of industry experience. His work history includes roles at SeedSafe Financial, Garvin Planning Co., and Edward Jones. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and technology industry employees. The firm generally employs a passive investment approach with diversified portfolios of low-cost index mutual funds and ETFs, alongside educational seminars and optional tax return preparation.

Lorri Winkcompleck is a financial advisor at GAP Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with GAP Financial since 2017. Outside of her advisory work, she is involved with Austin Ridge Church. GAP Financial Services offers investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and plan sponsors. The firm utilizes passive asset-allocation strategies with index mutual funds and ETFs, complemented by an active options-writing program, and provides multiple planning delivery models and retirement plan services.

Today’s modern wealth builders understand they need someone to represent their best interests in a non-commission based fiduciary role, someone who also has access to the institutional level products and a massive research database. For the past 26 years, Jarrod Winkcompleck has offered clients both. Jarrod started his working life as an investment advisor with a national brokerage firm before becoming a Certified Financial Planner (CFP®), assisting our nation’s veterans as a Senior Financial Planner for USAA. In addition to this professional designation, Jarrod has qualified for and then earned six more highly valued professional designations: Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), Cash Balance Consultant (CBC®), Certified Health Savings Advisor (CHSA®), and Chartered Advisor for Senior Living (CASL®). As his professional career advanced, he served as Director of Business Development and Senior Planner for one of Texas’ largest and most profitable Registered Investment Advisors. In recent years, he also acted as Partner and Senior Advisor to a specialized private wealth management firm before founding Gap Financial Services, a firm birthed from his desire to bring honesty and integrity to all clients seeking to build their financial legacies. In 2019, he accepted an appointment from the Texas Lt. Governor to serve on the Texas Prepaid Higher Education Tuition Board, a group of experts dedicated to managing the Texas Tuition Promise Fund and Texas 529 Savings Plan. He graduated from the University of Texas at Arlington with a BBA in Finance. Jarrod has been married for twenty-nine years and has one high-school aged daughter.

I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life. My mission is to cut through the crap and meet you where you are. I offer you online, automated ways to manage your money with flexible financial planning. I work with tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth. I help my clients learn more about stock option/RSU strategies, IPO and acquisition stock sale strategies, real estate investment analysis, business strategy and other financial planning topics. In my off-time, I enjoy mentoring startups through Techstars and helping small business owners think more about their operations and financial metrics. I am originally from Dallas, Texas and I graduated from the University of Texas at Austin with a degree in the Business Honors Program and Accounting with a Masters in Professional Accounting. Before founding SeedSafe Financial, I was a Director of the Investment Team for Lighter Capital, a financial advisor at Merriman Wealth Management, and headed the tax department for Dimensional Fund Advisors.

Rachael is a Partner and Director of Financial Planning at Peltoma Capital Partners. She splits time between Austin, TX and Park City, UT with her husband, daughter, and Australian Shepherd. With over a decade of financial experience, Rachael is passionate about leveraging financial planning to help people reclaim life’s most valuable asset—time—and using it to construct lives of meaning, happiness, and fulfillment. Before finding her niche at Peltoma in 2023, Rachael honed her investment expertise as a Regional Director at Dimensional Fund Advisors, a leading global investment manager renowned for applying empirical research to real-world investment portfolios. In that role, she oversaw billions of dollars in assets and consulted to many of the nation’s top performing financial advisory firms on asset allocation and evidence-based investing principles. As a result of that experience, she sought to build the type of advisory firm that she would like to be a client of. An avid traveler, Rachael is passionate about empowering others to experience the world more deeply. Having ventured through 38 countries (and counting), she champions the myriad benefits of sabbaticals, remote work experiences, and long term travel opportunities. Rachael graduated magna cum laude from The University of Texas at Austin, earning her Bachelor's degree in Finance. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, she is committed to serving clients as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.

Sophia Daigle is a CFP® professional with 13 years of industry experience, currently serving clients at Gen Y Planning in Austin, TX. Her prior experience includes roles at Ellevest, Inc. and operating Sophia Bera LLC, where she conducts speaking engagements and seminars on general financial planning topics. She also works as a freelance author, editor, and speaker outside of her advisory duties. Gen Y Planning serves individual clients, families, trusts, and retirement plans, managing approximately $53.7 million in assets across about 90 client relationships. The firm employs a passive, index-based investment approach grounded in Modern Portfolio Theory, utilizing a third-party platform for discretionary portfolio management and offers both fixed-fee and hourly financial planning options.

Robert Berger is the principal of Founder Family Financial, LLC in Austin, TX, with 15 years of industry experience and a Series 66 designation. He founded the firm in 2014 and serves as the sole advisor. Outside of his advisory work, Berger is involved with the YMCA as treasurer and incoming president. Founder Family Financial, LLC provides wealth management, investment management, family office, and financial planning services to individuals, family offices, trusts, estates, and pooled investment vehicles. The firm manages over $321 million in discretionary assets and offers personalized portfolio management and planning tailored to client objectives, including strategies that incorporate margin and derivatives.

Walter Thomas is a financial advisor at GoalFusion Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked in roles including tax consulting and nonprofit ministry. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $199 million across about 295 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset allocation and periodic rebalancing to align portfolios with clients’ objectives and risk tolerances.

Gloria Park is a financial advisor at Nest Financial LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. She has been with Nest Financial and its related entities since 2015 and previously worked at Sagepoint Financial, Inc. She also owns and operates a retail apparel business in San Antonio, TX. Nest Financial serves individual clients, pension plans, and nonprofit organizations by providing asset management, financial planning, and estate-planning services, utilizing a blend of fundamental and technical investment strategies tailored to client needs.

Misty Cherniss is a CFP® and Series 66 licensed advisor with six years of industry experience. She currently works at SeedSafe Financial LLC and has held prior roles at TSG Advice Partners, Clarity Financial Planners, and First Command Financial Planning. She previously owned Cherniss Planning LLC, though she is no longer active in that business. SeedSafe Financial provides investment management and financial planning to individual and high-net-worth clients, focusing on entrepreneurs, executives, and technology employees. The firm employs a passive investment approach with diversified portfolios primarily composed of low-cost index mutual funds and ETFs, offering comprehensive planning and discretionary portfolio management tailored to client needs.

Jordyn Middlebrooks is an Investment Adviser Representative at Obran Capital Advisors LLC with two years of industry experience. She holds a Series 65 credential and operates Reimagine Wealth LLC, a Texas-based financial coaching and consulting business. Jordyn has prior experience at Saltbox Financial LLC and other financial and technology firms. Obran Capital Advisors LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, incorporates values-based screening, and offers customized solutions including private impact investments and educational seminars.

Emily Teague is a CFP® professional currently with Peltoma Capital Partners, where she has worked since 2025. She has two years of overall industry experience, including three years at Dimensional Fund Advisors and prior roles related to Washington and Lee University. Peltoma Capital Partners serves individuals, corporations, and business entities with wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm uses a fee-only model and combines passive and active investment strategies guided by Modern Portfolio Theory, offering tailored portfolios and socially responsible options upon request.

Jeffrey Munjack is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with JDM Financial Group LLC since 2002. In addition to his advisory role, he is active as an insurance agent through various insurance agencies. JDM Financial Group serves high-net-worth individuals, corporations, and other financial institutions with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes asset allocation using mutual funds and ETFs, integrates fundamental and behavioral finance analyses, and offers both wrap and non-wrap advisory programs.

Nia Saville is a CFP®-certified financial advisor with three years of industry experience, currently practicing at Gen Y Planning in Austin, TX. Her work history includes roles at Securities America, Inc. and various independent contracting and advisory positions prior to joining Gen Y Planning. Gen Y Planning serves individual clients, families, trusts, and retirement plans, managing approximately $53.7 million in assets across two advisors. The firm emphasizes a passive, index-based investment approach grounded in Modern Portfolio Theory, using a third-party platform for discretionary portfolio management and offering both fixed-fee and hourly financial planning options.

Mitchell Herr is a financial advisor at Custos Family Office LLC in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining Custos Family Office in 2018. Outside of his advisory role, he serves on the advisory board of Fisher59, a beer distribution company, where he reviews logistics and corporate financials. Custos Family Office provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $730 million across a team of six advisors and employs a risk-focused investment approach that includes diversified strategies and the use of derivatives for risk management.