Kimmie Mathis Doumis is a financial advisor at Oxbow Advisors, LLC with 23 years of industry experience and holds a Series 65 designation. She has been with Oxbow Advisors since 2011. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a blend of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Scott Honig is a financial advisor at Capital Creek Partners in Austin, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CAZ Investments LP, Crestone Asset Management, LLC, and U.S. Bank. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing individualized wealth management and family-office services. The firm employs a due diligence-driven, holistic investment approach that emphasizes third-party managers, sponsored pooled vehicles, and negotiated private-market access to create tailored portfolios.

Grant Daley is a financial advisor at Eltekon Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Acre Investments and the University of California, Berkeley. Eltekon Advisors provides investment advice and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio management, combining fundamental and technical analysis with independent research and a mix of public and private market allocations.

James Denholm is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Denholm has been with IronBridge Private Wealth since 2017. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, with options for performance-based fee arrangements.

Isaac Thompson is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He currently works at Maslow Wealth Advisors and has prior experience at Moontower Partners and Woods Capital Management. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive and active strategies, tax-aware positioning, and oversight by an internal investment committee.

Brian Elliott is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Thrivent Advisor Network, Primerica Advisors, Lone Star Financial Network, and BBVA entities. Outside of advisory work, he is a partner in a real estate investment group and holds a passive ownership interest in a spouse’s salon business. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, incorporates model portfolios and third-party managers, and offers fractional family-office services through an affiliated entity.

Melanie Johnson is a financial advisor with Beck Capital Management LLC in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She serves as President and Owner of Divorce Financial Solutions, a financial analysis firm specializing in marital assets, and has been involved with Second Saturday as National Director since 2021, focusing on educational initiatives related to divorce. Johnson has worked at Beck Capital Management since 2011. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million for about 449 clients. The firm employs an active, macro-driven investment process centered on sector rotation, using institutional-grade research and a combination of fundamental, technical, and cyclical analysis.

Gabriel Thornhill IV is a CFA® charterholder with 20 years of experience in the financial industry. He has been with MPM Wealth Advisors since 2015 and holds a Series 63 license. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios mainly constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Daniel Snowden is a CFP® professional with six years of experience in financial advising. He has worked at ENZI Wealth since 2021 and previously held positions at Ameriprise Financial Services and Texas A&M University. Outside of finance, he has experience in the food service industry through his time at Mad Taco. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a blend of fundamental analysis, technical charting, and modern portfolio theory, offering both long- and short-term strategies while incorporating held-away account connectivity and fiduciary support services.

Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and third-party managers to deliver tailored strategic advice across public and private asset classes.

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

Charlotte Pace is a financial advisor at Forefront with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Calton & Associates, Inc., Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, assisting in election proceedings. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers customized investment policies, discretionary portfolio management, and specialized planning in retirement, estate, tax, and special-needs areas.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC and has prior experience 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 personalized wealth management to individuals, families, and trusts, offering discretionary investment management alongside comprehensive financial, tax, and estate planning services. The firm emphasizes long-term investing with diversified, primarily passive mutual funds and ETFs, supported by integrated tax professionals and CPAs.

William Martinez is a CFP® with eight years of industry experience and currently serves as an advisor at ENZI Wealth in Austin, TX. His prior experience includes roles at Ameriprise Financial Services and Little Collins, as well as positions within various ENZI-affiliated entities. Martinez is the owner of a podcast called Soup of Wall Street, where he discusses topics related to markets, politics, and general information alongside occasional investment commentary. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage client portfolios and offers services that include monitoring held-away assets through third-party platforms.

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.

Joseph Brandenburg is a CFP® with 13 years of experience in the financial services industry. He currently serves as an advisor at Alongside, LLC, having previously worked at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the president of a homeowners association, where he manages quarterly meetings and maintenance coordination. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.

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.

Eric Negron is a financial advisor at Forefront with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Equity Comp Advisors and Elevated Business Partners. Outside of advisory work, Negron is involved in tax preparation and life insurance through Forefront Tax Partners and Forefront Insurance Partners, and he also participates in IT consulting and financial advisor conference activities. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, periodic client reviews, and coordination with external professionals, while maintaining affiliated businesses in tax and insurance services.

Richard Bennett is a PFS™ credentialed advisor at Maslow Wealth Advisors with 24 years of industry experience. He has been with Durbin Bennett Private Wealth Management, LLC, doing business as Maslow Wealth, since 2014. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process featuring a core passive and satellite active strategy, with oversight by an internal investment committee and participation as a sub-advisor to private and pooled funds.

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.