Terence Murphy is a financial advisor at Black Dog Financial Ltd. in Austin, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Black Dog Financial Ltd. since 2012. Outside of his financial advisory role, he is a managing member of Tec Diving Instructor, LLC, where he provides scuba instruction. Black Dog Financial Ltd. offers personalized financial planning and discretionary investment management to individuals and small business clients, focusing on a fee-based structure without commission products. Their investment process incorporates a top-down market outlook combined with technical and fundamental analysis tailored to each client’s goals.

Richard Funk is a CFP® with 22 years of industry experience, currently serving as an advisor at Brazos Capital since 2017. His prior experience includes six years at Brazos Capital of Raymond James. Outside of advisory work, he is a business owner of Broadway Assisted Living in Galveston, TX. Brazos Capital is a registered investment adviser serving individuals, including high-net-worth clients, and small institutions. The firm offers portfolio management, financial planning, and consulting services, with a family office offering that includes private portfolio management, customized lending, estate and trust oversight, and integrated tax planning.

Brendan Pheasant is a CFP® and ChFC® with 18 years of industry experience. He is currently with Tuyyo Planning Group and has previously worked at Kahler Financial Group, NorthStar Resource Group, Securian Financial Services Inc., and C.R.I Securities LLC. Tuyyo Planning Group is a small, supported advisory firm serving individuals and high-net-worth households, including members of the LGBTQ community. The firm provides comprehensive and modular financial planning, discretionary and non-discretionary portfolio management, and works with third-party money managers using a passive indexing investment approach primarily with ETFs and no-load mutual funds.

Karolina Golabek is a financial advisor with Wealth Innovation in Austin, TX, holding a Series 65 designation and one year of industry experience. Her background includes roles at HelioVolta, Esoteric Advisors, and SKY Facial Plastic Surgery. Outside of investment advising, she operates as a sole proprietor providing administrative and operational support services to various companies in the legal and solar sectors. Wealth Innovation offers investment advisory and portfolio management services primarily to high net-worth individuals. The firm utilizes fundamental and technical analysis, modern-portfolio theory, and tactical adjustments to construct tailored, discretionary investment plans for a small client base.

Lewis Leavitt IV is an advisor at Somos Financial Partners LLC with Series 65 and Series 63 licenses. He has seven years of experience in private credit investing, previously working at AllianceBernstein Private Credit Investors, and is also a partner at CrowdOut Capital. Somos Financial Partners LLC provides discretionary portfolio management and selection-of-adviser services to individual and high-net-worth clients, employing a variety of analysis methods and requiring clients to use a designated custodian.

Peter Teneriello is a financial advisor at Pomifer Capital Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Sapient Capital, Stifel, and the Texas Municipal Retirement System. He serves on the Investment Committee of the Catholic Foundation - Diocese of Austin, a nonprofit organization supporting Catholic ministries and schools in Central Texas. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and other alternative investments. The firm emphasizes bottom-up manager selection, extensive due diligence, and ongoing portfolio monitoring.

Joseph Montanaro Jr. is a CFP® professional with 23 years of experience in financial services, currently serving at GAP Financial Services since 2026. His prior roles include five years with USAA Military Affairs and several years within other USAA financial planning and investment services divisions. 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 primarily passive asset-allocation strategies supplemented by an options-writing program and provides a range of planning models and retirement plan solutions.

Eric Barden is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Barden Capital Management, Inc. since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to customize investment strategies across equity, fixed-income, and ETF models.

Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.

Heather Dean is a financial advisor at Custos Family Office LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Kestra Investment Services, LLC, Sii Investments, and Griffin Financial Group. Custos Family Office manages approximately $346.6 million for individuals, high-net-worth clients, charitable organizations, foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and oversight of third-party money managers, with an investment approach focused on risk management and balance across clients’ entire balance sheets.

Richard Kranz is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is affiliated with Portfolio Management, LLC in Austin, Texas, where he has worked since 1992. Portfolio Management, LLC provides discretionary investment management services to a diverse client base, including individuals, trusts, pension plans, and institutions. The firm employs a long-term, asset-allocation approach focused on diversification and fundamental analysis, managing approximately $144.4 million across about 115 client relationships.

Kirsten Tollefson is the principal advisor at Tollefson and Company Investment Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led her firm since 2010. Tollefson and Company provides portfolio management and investment advisory services primarily to high-net-worth individuals, corporations, trusts, and retirement plans, focusing on a relatively small and concentrated client base. The firm emphasizes formal research, internal supervision, and compliance in its advisory approach.

Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis within a defined investment universe and offers additional services such as business financial modeling and educational seminars.

David Haselwood is a financial advisor at Fort Point Capital Partners LLC in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JFL Capital Management, Trilogy, Inc., and Lyon Street Capital. Outside of finance, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, tax-aware strategies, and active use of derivatives, while sponsoring and managing private fund vehicles for its clients.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC, where he has worked since 2025, and previously held roles at Secfi Advisory Limited, Secfi Securities, LLC, and Dimensional Fund Advisors. Outside of his advisory work, he manages residential rental properties in Austin, Texas. Geometric Wealth Advisors provides wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm follows a long-term, broadly diversified investment approach and maintains a national presence with ten offices.

James Kull is a CFP® and CFA® with 23 years of industry experience. He has been with Cypress Wealth Management, LLC since 2007. Outside of his advisory role, he serves on the boards of several political action committees and nonprofit organizations focused on governance and policy, and he also works as a solo practitioner attorney. Cypress Point Wealth Management primarily serves high-net-worth individuals and families, offering financial planning, discretionary portfolio management, and private fund administration. The firm employs a long-term, low-turnover investment approach centered on broad diversification, tax efficiency, and the use of both traditional and alternative investment vehicles.

Trisha Adame is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management LLC. Outside of her advisory role, she is a licensed insurance agent through FEFA Advisors LLC and sells insurance products. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, emphasizing equities and ETFs tailored to client risk profiles.

Alexander Kochanasz is a CFP® professional with one year of industry experience. He is currently with Gannett Wealth Advisors and previously worked at Sound Advisory LLC, CFGI, and KPMG. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation services primarily for individual and high-net-worth clients. The firm’s approach combines passive and active investment strategies based on Modern Portfolio Theory and offers specialized services including bitcoin custody and integrated tax preparation.

Victoria Burress is a CFP®-certified financial advisor at Greenup Wealth with eight years of industry experience. She previously worked at Austin Asset and Charles Schwab before joining Greenup Street Wealth Management in 2025. Greenup Street Wealth Management provides portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm employs diverse analytical methods and a range of investment strategies, including long-term and short-term approaches, and offers services such as tax-efficient asset location and access to third-party advisers.