Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.

Robert Gouthro is a financial advisor with Empower Wealth Management in Cedar Park, TX. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he worked in education for over a decade and operates Charleston Judo and Jiujitsu LLC, a martial arts business. Empower Wealth Management provides financial planning, portfolio management, and pension consulting to individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers as part of its investment approach. The firm serves approximately 551 clients with a team of eight advisors.

William Wike is a CFP® professional with 13 years of industry experience, currently serving at Austin Asset Management Co. since 2012. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates comprehensive wealth planning with discretionary portfolio management, emphasizing asset allocation and utilizing a CFP®-led Investment Policy Committee to guide its investment approach.

Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.

Abraham Martinez is a CFP® professional at Centennial Advisors, LLC in Austin, TX, with four years of industry experience. He previously worked at Fisher Investments, Fidelity Investments, and J.P. Morgan Securities LLC. Centennial Advisors, LLC provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm emphasizes fundamental analysis and long-term strategies, tailoring Investment Policy Statements to each client’s goals and risk tolerance.

Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell in 2024, he operated his own CPA firm, Eric Vordenbaum, CPA, PLLC, since 2013. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm offers investment supervisory services and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, and typically operates on a discretionary basis with documented Investment Policy Statements.

Lindsey Sharpe is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2018. In addition to her advisory role, she volunteers with Imagine College Consulting, providing educational and vocational advice to students. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering tailored asset management and financial planning services. The firm uses Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analyses, and provides specialized services including retirement plan consulting, business valuation, college planning, and divorce financial consulting.

Gregory Van Wyk is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Austin Asset since 2010. He holds a Series 63 license and is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation as the primary driver of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Laura Martin is a Series 65-licensed financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX, with 11 years of industry experience. She has been with Richard P. Slaughter Associates, Inc. since 2013. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses active asset management combined with comprehensive financial planning and employs a range of investment strategies including fundamental and technical analysis, manager selection, options writing, and short sales.

Yuanyuan Che is a CFP® professional with seven years of industry experience, currently serving at Austin Asset since 2022. Prior to joining Austin Asset, she worked at The Connemara Group, LLC from 2017 to 2022 and Blue Ocean Global Wealth, LLC from 2016 to 2017. Austin Asset provides discretionary wealth management, comprehensive financial and wealth planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm’s investment approach emphasizes asset allocation, diversification, and use of institutional share-class mutual funds, supported by an Investment Policy Committee comprised of ten CERTIFIED FINANCIAL PLANNER™ practitioners.

Buddie Ballard is a CFA® charterholder with 38 years of industry experience, currently serving as an advisor at Alpha Capital Management since 2002. He holds the Series 63 and Series 65 licenses and is based in Austin, TX. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Sophia Di Gesualdo is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Core Publishing, and Goodwill Industries of Dallas. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm emphasizes diversification, risk management, and cost-conscious returns through an academically grounded investment approach and offers family-office style services coordinated with clients’ CPAs and attorneys.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, Newman is involved with The Austin Stone Community Church in Cedar Park, TX, where he serves as a musician. IronOak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm provides both limited 3(21) and full 3(38) fiduciary services for qualified retirement plans and employs a tailored investment approach supported by fundamental, technical, charting, and cyclical analysis.

Jeremy Mocek is a CFP® professional with 11 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2023, and previously held roles at Academy Capital Management, Cetera Advisor Networks, Lovett and Associates, and Ambassador Advisors, LLC. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs an active asset management strategy combined with comprehensive financial planning, utilizing both fundamental and technical analysis alongside specialized investment techniques.

Michael Turner Jr. is a CFA® charterholder with 29 years of industry experience and has been with Alpha Capital Management in Austin, TX, for 24 years. He holds a Series 63 license and is a minority shareholder in ZEBO, LLC, a coffee shop in Austin. Alpha Capital Management is a team of six advisors managing approximately $871 million in client assets, primarily serving individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a quantitative, optimization-based investment approach focused on downside protection and offers both discretionary and non-discretionary portfolio management.

Kari Lambert is a financial advisor at Pacifica Capital Investments with 17 years of industry experience. She holds a Series 65 credential and has been with Pacifica Capital Investments since 2003. In addition to her advisory role, she serves as CEO and investor of Pacifica Capital Real Estate in Leander, TX, focusing on private real estate investments since 2020. Pacifica Capital Investments manages approximately $747.6 million for individuals, retirement plans, charities, and corporations, employing a concentrated, industry-focused equity approach. The firm also sponsors multiple real estate investment ventures and manages both discretionary individual accounts and pooled vehicles.

Kevin Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1989. He is based in Austin, TX, and holds a Series 63 license. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios and separately managed accounts with a proprietary manager selection process and serves as investment manager and general partner to several private investment funds.

Michael Hughes is a financial advisor at Vann Equity Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Hughes Group Wealth Management Partners LLC and Megellan Financial. Outside of his advisory role, he is a self-employed insurance agent specializing in fixed insurance and annuity sales. Vann Equity Management LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment approaches, utilizing sub-advisory relationships for specialized real estate investments while providing comprehensive portfolio management and financial planning services.

Edward Budd is a CFP® professional with four years of experience in wealth management. He is currently with Meridian Wealth Advisors, LLC, having joined the firm in 2026. His prior roles include positions at Oxbow Advisors, LLC, CWM, LLC, Carson Group, and Regions Bank. Meridian Wealth Advisors, LLC provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with an active use of derivatives and lending strategies uncommon among peers.

Terry Ellis is a financial advisor at Greenbelt Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior work includes roles at Evolve Securities, Inc., AFS Investment Advisors, Inc., and Transamerica Financial Advisors, Inc. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm focuses on non-discretionary asset management, financial planning, and retirement-plan advisory services, operating with a small team that uses a variety of analytical approaches.