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® professional with 37 years of experience in financial advisory services. He is president of Resource Consulting Group, Inc., where he has worked since 1989, and also serves as managing member of RCG Finish Well, LLC, his wealth management firm. Prior to this, he was associated with Fsc Securities Corporation from 1989 to 2023. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses, focusing on a values-based planning process with written evaluations and tailored asset allocation guidance. The firm does not manage client assets directly and offers modular planning and qualified retirement plan consulting using fixed or hourly fees instead of percentage-based asset management charges.

Yunny Dang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Symphony Retirement Partners LLC. Prior to joining Symphony, she spent two decades at Lincoln Financial Advisors and briefly worked at Osaic Wealth, Inc. Outside of advising, she is a licensed insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, and volunteers as a poll worker during elections in Austin, TX. Symphony Retirement Partners LLC advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm combines fundamental analysis, technical methods, and modern portfolio theory to implement both long- and short-term strategies, with a predominance of client-directed accounts.

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.

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 III is a financial advisor with Douglas Capital Advisors holding a Series 65 credential and one year of industry experience. He has previously held roles at Archer Investment Corporation, Avantax Insurance Agency, and Avantax Advisory Services. Outside of advising, he is the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO, and accounting services. Douglas Capital Advisors offers investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm employs a planning-first, evidence-based approach that prioritizes tax efficiency and low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management and consulting services.

Marc Jimenez is a CFP® and CFA® with 23 years of experience in financial advising. He is currently with CAM Investor Solutions and has previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, Jimenez owns and operates the Full Mate Chess Institute, a business focused on competing, tutoring, and promoting chess in the community. CAM Investor Solutions provides investment advisory and financial planning services to individuals, corporations, and retirement plans, offering tailored portfolios that incorporate a variety of strategies and access to private investment opportunities. The firm manages approximately $155 million and integrates technology, including artificial intelligence components, in its service delivery.

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.

Issam Bakir is a financial advisor at TNT Asset Management, LLC with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Bakir has been with TNT Asset Management since 2010 and previously worked at Next Financial Group Inc. He serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm emphasizes long-term investing with model portfolios tailored to different risk profiles and frequently utilizes SEI-managed models and third-party managers.

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.

Ryan Maas is a financial advisor at ATX Financial Planning, LLC in Austin, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at NetApp and IBM. Outside of his financial career, he is involved with the Lone Star Curling Club. ATX Financial Planning provides discretionary investment management and financial planning to individuals and high-net-worth clients, offering ERISA plan services as a fiduciary. The firm employs a mix of fundamental and technical analysis and uses structured-outcome ETFs, commodities, and selective international exposure, alongside proprietary strategies for qualified clients managed under performance-based fee arrangements.