Anthony Guzman is a CFP® with five years of industry experience, currently serving at Pioneer Wealth Management Group since 2020. His prior roles include work at Lucien, Stirling & Gray and Dallas Independent School District. Outside of advisory work, he is involved with Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily using ETFs and mutual funds. The firm offers a range of engagement models, including subscription advisory services and consulting for workplace retirement plans.

Gwen Henson is a Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides 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 plan and offers negotiable performance-based fee arrangements for eligible clients.

Jeffrey Lucado is a CFA® and CIC credentialed financial advisor with 23 years of experience. He has been with Terry McDaniel & Company in Austin, TX since 1992. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and constructs portfolios tailored to each client’s financial and tax situation, managing approximately $1.78 billion in assets across seven advisors.

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.

Michael Miller is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments and Petty Group LLP. Miller serves as an uncompensated advisory board member for Treaty Oak Equity LLC, where he provides strategic guidance and network connections. 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 third-party managers and offering tailored advice across public and private asset classes.

Sarah Villalobos is a CFP® with 26 years of industry experience. She is currently with Alongside, LLC and has previously worked at firms including Charles Schwab and VM Wealth Partners. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.

Jordan Quinonez is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Maslow Wealth Advisors, where he has been since 2023, following roles at Charles Schwab, TD Ameritrade, and other financial firms. Quinonez has also worked in academic settings, including San Diego State University and Sciences Po. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process combining passive and active strategies and is notable for its role as a sub-advisor to private and insurance-dedicated funds.

Thomas Crain is a financial advisor at Oxbow Advisors, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Oxbow Advisors since 2012. Outside of his advisory role, Crain is a part owner and founder of Cornerstone Merger and Acquisitions Advisors, where he assists private business owners with selling their companies. 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 employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various strategies including dividend growth and multi-cap approaches.

Rafael Kronenberg is a financial advisor at EntreWealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Kronenberg also has experience in the technology sector with Shoshana Technologies. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management guided by client-specific Investment Policy Statements. The firm employs a variety of analytical approaches and specializes in long-term trading strategies while referring financial planning and related services to an affiliated consulting entity.

John Crain is a financial advisor at Cohen Capital with a Series 66 designation and two years of industry experience. He previously worked at Raymond James & Associates and Orleans Capital/Energy Opportunities Capital Management. Outside of advising, he has ownership interests in family businesses, including R. Lacy Services Incorporated and Sabine Investment Partners, LLC, a family office investment company. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, while retaining discretion for shorter-term trading and may engage third-party managers to implement client strategies.

Craig Slaubaugh is a CFP®-designated advisor at EntreWealth with 10 years of industry experience. His prior roles include positions at The Coury Firm, Waldron Private Wealth, and HBKS Wealth Advisors. EntreWealth serves individuals, businesses, and pension and profit-sharing plans, managing portfolios with client-specific Investment Policy Statements and employing various analytical approaches within a long-term trading strategy. The firm sponsors pooled investment vehicles and provides discretionary and non-discretionary portfolio management.

Ralph Lebkuecher is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Capital Analysts, K.W. Gutshall & Associates, and Lincoln Investment Planning, Inc. He serves as an elder and Stewardship Chair at Wimberley Presbyterian Church, where he coordinates budgeting and encourages community contributions. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a variety of investment strategies and offers solutions such as direct portfolio management, sub-advisory arrangements, and third-party managed programs.

William Gray III is a financial advisor at Howard Financial Services, Ltd. in Austin, TX, holding Series 65 and Series 66 designations with 15 years of industry experience. He has been with Howard Financial Services since 2012. Howard Financial Services provides investment management and financial planning for high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis and offers discretionary portfolio management alongside private investment offerings through its HFS Capital Partners division.

Jonesy Chauvot is a financial advisor with Hill Investment Group in Austin, TX, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining the firm, Jonesy worked at Dimensional Fund Advisors for six years and spent time as a nanny. Outside of finance, Jonesy owns and operates a photography business specializing in graduation and engagement photos. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm follows a long-term, rules-based investment approach primarily using diversified mutual funds and ETFs and manages proprietary ETFs alongside offering specialty strategies and access to various financial solutions.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. 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 a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Jonas Mioen Dahlstrom is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding Series 66 and Series 63 designations with six years of industry experience. His prior roles include positions at 49 Wealth Management and Purshe Kaplan Sterling Investments. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a range of investment strategies based on macroeconomic, fundamental, technical, and sector analysis, managing client portfolios on a discretionary basis.

Paul Lueb Jr. is a CFP® professional with 18 years of experience at Maslow Wealth Advisors in Austin, TX. He has been with the firm since 2008. Outside of his advisory role, he manages investment interests in a whiskey distillery through 13-4 Whiskey D LLC and provides information to passive investors in related entities. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services, serving individuals, trusts, estates, foundations, pension plans, and organizations. The firm employs a documented Investment Policy Statement-driven approach, combining passive core strategies with active satellite allocations, and oversees client portfolios that include public and private equities, fixed income, real assets, and alternatives.

Jeffrey Socha is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Ark Financial Group and Central Wealth Management. He is also the owner of Socha Consulting, which provides investment advising, financial planning, tax planning, and business consulting. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a multi-strategy investment process focused on long-term trading and provides both discretionary and non-discretionary management through a nine-person advisory team.

Rebekah Havlinek is a CFP® professional with four years of industry experience, currently serving as an advisor at Hampton Rock Wealth Management. She previously worked at Dimensional Fund Advisors and has experience in educational roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, trusts, pension plans, and charitable entities. The firm employs proprietary model sleeves and combines fundamental, quantitative, and modern-portfolio theory analyses to tailor portfolios while also offering family-office administrative services and estate-planning support.

Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.