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.

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including SII Investments, Inc. and My Legacy Advisors, LLC. In addition to his advisory work, he is a certified public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process centered on client discovery and employs model-driven strategies, third-party manager selections, and a combination of fundamental and technical analysis.

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® with nine years of industry experience, currently serving as an advisor at TNT Asset Management, LLC. His background includes prior service in the US Army and earlier roles at TNT Asset Management and OSAIC Services, Inc. He is also a licensed life and health insurance agent. TNT Asset Management advises individuals and various institutional clients, providing portfolio management, financial planning, and pension consulting services. The firm emphasizes long-term investing through tailored model portfolios and utilizes a mix of fundamental, technical, and charting analysis.

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.

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.

Christopher Larochelle is a CFP® with 20 years of industry experience. He is currently affiliated with RIA Wealth Advisors, LLC and has previously worked at Arkadios Capital, RIA Advisors, DFPG Investments, Inc., and Integrated Advisors Network LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a strategic asset allocation approach with passive index and ETF funds as core holdings, adding active managers selectively and maintaining global diversification to manage market risk.

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.

Clay Carter is a financial advisor with Blue Waters Advisory Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Blue Waters since 2012. Outside of advisory services, he is appointed with various insurance carriers to broker life, health disability, and non-registered group annuities. Blue Waters Advisory Group provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified, tax-aware portfolios with a focus on consistency of returns and drawdown risk.

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 credential and one year of industry experience. Prior to joining Avondale Wealth Management, he held roles at EF Education First and with the Detroit Tigers. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and non-profit relationships. The firm employs a dynamic, top-down multi-asset allocation approach through model portfolios and typically manages investment accounts on a discretionary basis.

John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.