Elizabeth Torres is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 66 designation with 17 years of industry experience. She has worked at Centennial Advisors since 2018 and previously at Centennial Wealth Advisory LLC, Global Financial Private Capital, LLC, and Capstar Financial LLC. Centennial Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BKA Wealth Consulting, Park Avenue Securities, and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. Boyce & Associates Wealth Consulting provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, certified divorce financial analyst consulting, and college planning, employing multiple analytical approaches and maintaining specialized ERISA fiduciary capabilities.

Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.

Christopher Heerlein is a financial advisor with REAP Financial Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent affiliated with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Additionally, he serves as a director at Marigold Incorporated Cell, Inc., offering insurance products, and is involved in research and education on renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using selected sub-advisors and offers a range of services including cash flow and tax planning, insurance reviews, and retirement and estate planning, with an educational approach to client decision-making.

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

Sebastian Caicedo is a Series 65-licensed financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, with four years of industry experience. Prior to joining 57 West Capital Advisors, he worked at Inversiones Caicedo Posada, Marsh, XyZ Estrategias, and Universidad de Los Andes. He is also a partner involved in management and board decisions at a family agricultural business in Colombia. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients, focusing on long-term equity ownership through a proprietary selection and valuation process. The firm serves high-net-worth clients with diversified portfolios typically held for several years, maintaining an international orientation and offering detailed monthly performance evaluations.

Michael Reese is a CFP® with 15 years of industry experience, currently serving at Centennial Advisors, LLC since 2018. He previously worked at Centennial Wealth Advisory, LLC for 17 years and operates Michael D. Reese Consulting, a firm that assists independent financial advisors. He is also CEO of The MKR Group, LLC, the holding company of Centennial Advisors and his consulting firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm’s investment approach focuses on fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary management and access to various investment vehicles.

John Mc Glothlin III is a CFP® with eight years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. His background also includes a role at the Kelly School of Business, Indiana University. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach involving equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

Joseph Berkel is a financial advisor with McNally Financial Services Corporation, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with McNally Financial Services Corporation since 2003. Outside of advising, he is an independent insurance agent and is involved in sports officiating. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses fundamental analysis to build diversified portfolios across various asset classes and combines advisory, broker-dealer, and insurance activities.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. 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 emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

Barbara Traylor Smith is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 19 years of industry experience. She has worked at Foundations Investment Advisors since 2019 and previously held positions at WealthSource Partners, LLC and Avant Garde Advisors LLC. Outside of her advisory role, she is the president and owner of Retirement Outfitters, LLC, an insurance agency. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering tailored advice through a network of affiliated offices and investment adviser representatives.

Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.