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.

Derek Ripp is a CFP® professional with 23 years of experience in financial advising. He has been with Austin Wealth Management, LLC since 2015. Austin Wealth Management serves individuals, trusts, estates, and small business retirement plans, offering comprehensive financial planning, discretionary investment management, and sub-advisory services. The firm uses a systematic, research-based investment approach that incorporates diversified model portfolios, fundamental and technical analysis, and modern portfolio theory.

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.

Arnold Van Den Berg is a financial advisor with Century Management Financial Advisors in Austin, TX, holding 27 years of industry experience. He has been associated with Van Den Berg Management I, Inc., doing business as Century Management, since 1974. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment strategies across defined risk profiles using a combination of mutual funds, ETFs, individual stocks, and bonds, and it also manages its own mutual fund series while providing portfolio management for investment companies.

Melissa Fleming is a CFP® with 23 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2022 and previously held roles at Allstate Financial Services and Conway Insurance Agency. Fleming is based in Austin, TX, and holds Series 63 and Series 66 licenses. 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.

John Dixon is a CFP® professional with 24 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., operating as Century Management, since 2001. Based in Austin, TX, he holds Series 63 and Series 65 licenses. 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 services including sub-advisory arrangements and ERISA 3(38) retirement plan services, employing a risk-profile-based investment approach tailored to client objectives.

Michael Hughes is a financial advisor with Vann Equity Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at The Hughes Group Wealth Management Partners LLC and SCF Securities, among others. He is also a self-employed insurance agent and provides insurance marketing and seminar assistance through Magellan Financial. Vann Equity Management LLC is an SEC-registered, mid-sized advisory firm serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and customized investment strategies, including equity selections and ETF allocations, and makes structured use of sub-advisory relationships for real-estate-focused investments while maintaining primary advisory oversight.

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.

Mary Susan Perry is a financial advisor at Whitwell Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Perry joined Whitwell & Co., LLC in 2026 and is based in Bee Cave, TX. Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals, businesses, and retirement plans. The firm serves both retail and institutional clients, using fundamental and technical analysis to build ETF- and stock-based portfolios tailored to client goals and risk profiles.

Douglas Zullo is a CFP® with 23 years of industry experience, currently serving at IronBridge Private Wealth, LLC since 2019. His prior roles include positions at Axa Advisors, LLC and Voya Financial Advisors. He is also involved in insurance sales through Zullo Insurance Strategies, LLC. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm customizes investment strategies based on detailed financial profiles and provides negotiable performance-based fee arrangements for eligible clients.

Guillermo Pestana Muller is a financial advisor at Austin Asset with four years of industry experience. He holds the Series 66 designation and has worked previously at Dimensional Fund Advisors and The Claro Group. His background also includes a five-year period at The University of Texas at Austin. Austin Asset is a discretionary wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes an asset-allocation approach focused on diversification and rebalancing, utilizing institutional share-class mutual funds, and provides specialized services such as expert witness consulting and comprehensive wealth planning.

Mark Olson is a CFP® with 35 years of experience in the financial services industry. He is currently with Cornerstone Planning Group and has held roles at Horizon Wealth Strategies, NYLife Securities LLC, Eagle Strategies LLC, and New York Life Insurance Company. Olson volunteers with the Hill Country Conservancy in Texas and serves on the finance committee, and he is a board member of the St. Martin's Lutheran Church Endowment. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, foundations, and qualified retirement plans. The firm emphasizes fee-only fiduciary services and typically employs passive investment strategies using low-cost mutual funds and ETFs tailored to client goals and risk tolerance.

Philip Matherly is a financial advisor at Ironoak Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Wells Fargo, JP Morgan Securities, and KeyBank. Ironoak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in developing investment strategies and offers a fixed-fee comprehensive planning product with year-long client portal access.

Jack Tamez is a financial advisor with BirdRock Wealth in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with BirdRock Asset Management since 2013. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation, along with financial planning and an hourly-advice option.

Lisa Capriotti is a financial advisor with Empower Wealth Management in Cedar Park, TX. She holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at LPL Financial. Outside the financial industry, she has been involved with Charleston Judo and Jiujitsu since 2020. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies, conducts at least annual account reviews, and offers services supported by third-party sub-advisers.

Brooksher Morgan is a CFP® and holds a Series 65 license with 14 years of industry experience. He currently works at WorthPointe, where he has been since 2013, and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm follows an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

Jane Mepham is a CFP® and holds a Series 65 license with five years of industry experience. She is the sole advisor at Elgon Financial Advisors in Austin, TX, and has previously worked at Blend Financial, Inc. dba Origin Financial and Northwestern Mutual. Outside of her advisory role, she conducts financial coaching workshops and speaking engagements. Elgon Financial Advisors is a fee-only independent firm serving individual clients, including high-net-worth individuals, with investment management, financial planning, retirement plan consulting, and estate-planning support. The firm employs a mix of passive and active strategies with discretionary portfolio management and places a notable emphasis on education through seminars and tailored services.

Benjamin Sullivan is a CFP® professional with 10 years of industry experience, currently serving at Palisades Hudson Asset Management, L.P. in Austin, TX. He has been with Palisades Hudson since 2015. Outside of his advisory role, he is involved in financial planning activities including tax preparation, retirement planning, and estate planning through a separate financial planning business. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing using primarily mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

Morgan Marx is a financial advisor at William Joseph Capital Management, Inc. with over 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked with multiple firms including Schellinger Holding Group LLC and his own practice. Marx is a co-founder and managing partner of Synergy Independent Financial Solutions, LP, where he is involved in insurance product sales. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing third-party sub-advisors and a variety of analytical methods to develop tailored investment strategies.

Kristen Fuhrman is a financial advisor with Vann Equity Management LLC in Austin, TX, holding Series 66 and Series 63 designations and eight years of industry experience. Her prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and bespoke investment strategies, utilizing both quantitative and fundamental analysis, and incorporates sub-advisory relationships for specialized real estate investments.