Justin Fort is a CFP® with 14 years of industry experience and is affiliated with Fort Advisors Inc in Austin, TX. He has held advisory roles at Fort Advisors since 2019 and at Fort Wealth Management since 2014. In addition to his advisory work, he is a principal and agent at Amicord LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, while also conducting due diligence and monitoring for private investment fund opportunities. The firm employs multiple investment methods and commonly recommends third-party money managers, acting as the primary adviser for clients’ portfolios.

Vicki Aycock is an advisor at Austin Money Management Corporation with one year of industry experience. She has been involved with Tarrytown United Methodist Church for over 30 years. Austin Money Management Corporation provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm uses a tactical asset-allocation approach with customized portfolio management, primarily recommending exchange-traded funds and mutual funds, and offers a range of retirement-plan services and advisory products.

Ryan Redfern is a financial advisor with Rgb Capital Group in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 21 years of industry experience. He has worked at Shadowridge Asset Management since 2012 and joined Rgb Capital Group in 2024. Outside of advising, he serves as chairman of the National Association of Active Investment Managers, is a partner in a music publishing and licensing firm, and treasurer of the Interfaith Arts Council, a nonprofit organization. Rgb Capital Group is a state-registered investment adviser serving individuals, charitable organizations, and business entities with approximately $86 million in discretionary assets. The firm focuses on capital preservation and active risk management through diversified strategies employing mutual funds and ETFs, offering both asset-based and performance-based fee arrangements.

Aaron Haase is a financial advisor at Avondale Wealth Management LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at EF Education First and with the Detroit Tigers. Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high-net-worth clients, employing an active, top-down investment process through model portfolios with varying risk levels. The firm manages approximately $327 million across about 200 client relationships and offers distinctive services such as performance-based fee arrangements and specialized solutions for custody-constrained clients.

Jack Switzer is a financial advisor at Planning Works Advisory, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Planning Works Advisory, he worked at J.B. Hunt Transport, Pam Transport Inc., and Fastenal Company. He is also an employee of Planning Works, Inc., a related entity that provides accounting and tax services. 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 approach to build globally diversified portfolios tailored to client risk profiles, utilizing mutual funds, ETFs, and a range of trading strategies.

Erik Cohen is a financial advisor with Outrunner Capital, LLC in Austin, TX, holding a Series 65 license and 13 years of industry experience. He previously worked at Brown Advisory for eight years before joining Outrunner Capital and then Kestrel Group, where he serves on the board and chairs several committees. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm manages concentrated large accounts using both fundamental and technical analysis and sponsors special purpose pooled vehicles and private fund advisory services.

Scott Hamilton is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He has been with Hamilton Financial Planning LLC since 2013, where he is a managing member. Outside of financial advising, he serves as president of T-N-T Real Estate Investments. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation, and third-party money manager recommendations. The firm applies fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services directly into its offerings.

Willyn Wahl is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding a Series 65 designation with 20 years of industry experience. He has been with LBJ Family Wealth Advisors since 2003. Wahl also serves as vice president and controller for various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized Investment Policy Statements and manages diversified portfolios that include marketable securities as well as alternative investments such as private equity and real estate.

Raymond Massey is a financial advisor at ATX Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has a background that includes roles at Legacy One Financial Advisors and Commonwealth Financial Network. Massey is also an attorney with his own law practice focused primarily on estate planning and is involved in coaching attorneys through his Legalorian LLC ventures. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and retirement-plan advisory services, managing approximately $140 million across 150 client relationships. The firm employs a mix of long- and short-term investment strategies, including equities, structured-outcome ETFs, commodities, and cryptocurrency-tracking ETFs, and offers proprietary leveraged strategies with performance-based fees for qualified clients.

Trevin Harris is a Series 65-licensed financial advisor with Avondale Wealth Management LLC, based in West Lake Hills, TX, with two years of industry experience. Prior to joining Avondale, he worked at Whitley Penn and held various roles at Texas Tech University. Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high-net-worth clients, implementing an active, top-down investment approach through model portfolios and dynamic asset allocation. The firm manages approximately $327 million across about 200 client relationships with a small advisory team.

Bryan Bourgeois is a financial advisor at Shorebreak Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shorebreak Capital since 2016. In addition to his advisory roles, he is active as a commercial real estate broker and is involved with Blue Ventures, LLC, a company focused on medical equipment patenting, design, production, and marketing. Shorebreak Capital provides fee-based financial planning and portfolio management services to a diverse client base, including individual investors, trusts, estates, retirement plans, charitable organizations, and closely held businesses. The firm employs a risk-calibrated model approach with actively managed portfolios that utilize a range of investment vehicles and frequently adjust to market conditions.

Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.

Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.

Simone Vannoy is a financial advisor at Vannoy Advisory Group, Inc. in Austin, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Vannoy Advisory Group since 2008. Vannoy Advisory Group serves individuals, high-net-worth clients, families, and other entities with financial planning and discretionary investment management. The firm uses a long-term, buy-and-hold strategy focused on diversified, low-cost funds and provides customized plans along with ongoing client communication through an online portal and regular reviews.

Kenneth Connally is a financial advisor at KConnally Strategies, LLC, holding a Series 65 credential with one year of industry experience. He has worked at SitusAMC Holdings since 2020 and has operated as a sole proprietor tax preparer since 1993. Connally also serves as president and accountant for the Lone Mesa Road Maintenance Fund. KConnally Strategies provides discretionary and non-discretionary asset management and financial consulting services to individual clients without a formal account minimum. The firm employs fundamental and technical analysis, uses a range of investment strategies, and frequently appoints sub-advisors to manage client portfolios while maintaining overall client relationship responsibility.

Roland Wiederaenders is the sole advisor at Real Advisers LLC RIA Series in Austin, TX, holding five years of industry experience. He also owns and practices law at Wiederaenders Law Firm, PLLC, where he focuses on securities and investment management-related legal issues. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors, with a focus on real estate-related securities and privately offered real estate funds. The firm follows a long-only, value-oriented, bottom-up investment approach and offers both managed accounts and private funds with diversified, illiquid positions.

William Snyder is a financial advisor at KConnally Strategies, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked at several firms including Ernst & Young Investment Advisers LLP, Kestra Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as an operations manager for Lend-Creek, a non-investment-related business. KConnally Strategies offers discretionary and non-discretionary asset management and financial consulting tailored to individual clients, with an investment approach that includes fundamental and technical analysis, option strategies, and tax-aware rebalancing. The firm retains the authority to appoint sub-advisors and provides periodic account reviews, emphasizing documented client goals and risk tolerances.

Kathryn Moreno is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Bearing Financial Advisors, LLC since 2014 and previously at Calton & Associates, Inc. from 2016 to 2019. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and manages several factor-driven equity models while integrating tax-aware strategies and active versus passive considerations.

Paul Courtney is a CFA® charterholder with nine years of industry experience. He is a managing member at SpringTide Partners, where he has worked since 2017, and previously worked at Foster Bridge Partners and Harmonic Capital. SpringTide Partners offers investment research and discretionary portfolio management primarily for individual and high-net-worth clients, also providing research services to other advisers and institutions. The firm employs both fundamental and technical analysis, with a focus on customized investment programs and ongoing risk monitoring.

David Bull is a financial advisor at Ark Wealth Management in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several related firms, including Oakwell Private Wealth Management. Outside of his advisory role, he owns and operates Ark Insurance Group and Ark Family Office, which provide insurance and family office consulting services. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension or profit-sharing plans. The firm offers discretionary portfolio management using a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, supported by client-specific investment policy statements and an online model portfolio program called Ark Academy.