Preeti Narayan is a CFP® professional with seven years of industry experience. She currently works at Austin Asset and previously held roles at CFM Wealth Partners LLC and Plante Moran Financial Advisors. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary driver of portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee that guides investment philosophy and implementation.

Adam Todd is a CFP® professional with 23 years of experience in financial advising. He has been with Financial Management Professionals, Inc. since 1997. Based in Austin, TX, he holds the Series 63 designation. 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 utilizes model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis with ERISA fiduciary responsibilities for retirement accounts.

Sean Pfeiffer is a financial advisor at Boyce & Associates Wealth Consulting, Inc. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, he serves as President and Broker for Downtown Buzz Inc d/b/a Reference Insurance, a non-investment related insurance agency. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering customized asset management and financial planning. The firm incorporates Modern Portfolio Theory and various analytical approaches in its investment process and provides specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis.

Ian Kloc is a CFP® professional with four years of industry experience, currently with Boyce & Associates Wealth Consulting, Inc. He previously worked at Watkins Insurance Group and has experience in both financial services and other sectors, including retail and pool services. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations by providing asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis. The firm’s investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, offering tailored portfolios managed on a discretionary or non-discretionary basis.

Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian since 2018, following a four-year tenure at Raymond James & Associates. Outside of her advisory role, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services, serving individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with active use of derivatives and customized strategies for a relatively small client base.

Jeremy Aston is a CFA® charterholder with three years of industry experience. He is currently with Centennial Advisors, LLC, where he has worked since 2022. Prior to that, he was employed at Bridgepoint Consulting and was self-employed for brief periods, and he spent 12 years at the Teacher Retirement System of Texas. Centennial Advisors, LLC 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 clients’ goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Darren Anderson is a CFA® charterholder with seven years of experience in the financial industry. He has been with Alpha Capital Management in Austin, TX since 2016. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm combines quantitative methods and optimization models with an emphasis on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Sasa Savkovic is a financial advisor at Coyle Capital, LLC with one year of industry experience. Prior to joining Coyle Capital, he worked at Charles Schwab for three years and spent nine years at Pappas Restaurants, Inc. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.

Leah Newman is a financial advisor at REAP Financial Group, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Allied Wealth Management and REAP Group, LLC. In addition to her advisory role, she is an insurance agent involved in life insurance sales and fixed annuities through Reap Insurance Group, LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented by selected sub-advisors while maintaining oversight and reallocation responsibilities.

Jack Cowling is a CFA® charterholder with 12 years of industry experience. He has worked at Austin Asset since 2024 and previously held roles at Waterway Wealth Management, L.L.C. and Altruvista LLC. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary wealth management and comprehensive planning services. The firm focuses on asset allocation as the primary driver of portfolio risk and return, integrating planning and portfolio construction through a CFP™-led Investment Policy Committee that guides investment philosophy and implementation.

Timothy Nabers is a financial advisor at FMP Wealth Advisers with 24 years of industry experience. He holds the Series 66 designation and has worked at Financial Management Professionals, Inc. since 2018, following a 13-year tenure at Raymond James & Associates. Nabers serves as a director on the board of Citizens National Bank in Brownwood, TX. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts based on a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Tanner Banister is a CFP® with eight years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. He has previously worked at Kestra Investment Services, Calton & Associates, Waterloo Capital Management, LPL Financial, and AXA Advisors. 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 active asset management combined with comprehensive financial planning and offers a range of investment strategies including options and derivatives management.

William Hehman is a CERTIFIED FINANCIAL PLANNER™ with 24 years of industry experience. He has been with Austin Asset Management Co. since 2007. Austin Asset serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary factor in portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee.

Steven Hill is a financial advisor with Union Capital Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Union Capital Company since 2009. Outside of his advisory role, Hill is involved as a member and manager in several storage businesses, including Affordable Boat and RV Storage and related entities. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary services, operating as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Liam Toohey is a CFP® professional with five years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. He has been with the firm since 2020 and has prior experience including roles in media and education. 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 active asset management combined with comprehensive financial planning and offers a range of strategies including fundamental and technical analysis, options writing, and manager selection.

Jacqueline Gordon is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. Her career includes prior roles at Fidelity Investments and its Institutional Services Company. 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 discretionary, model-driven portfolio management with a focus on long-term strategies and risk management, utilizing a range of investment tools including derivatives and private placement consulting.

Daniel Griego is a financial advisor with Success Wealth Management LLC in Cedar Park, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining the firm in 2022, he served in the Texas Army National Guard for 17 years and currently serves as a Master Sergeant in the U.S. Army Reserve. He is also an insurance agent with American Senior Benefits of Texas. Success Wealth Management LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm employs Modern Portfolio Theory to customize asset allocations based on clients’ goals, time horizons, and risk tolerances, conducting quarterly reviews and utilizing technology for operational support.

John Solyman is a financial advisor at Empower Wealth Management in Cedar Park, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including VALIC Financial Advisors, Inc. and Foundation Investment Advisors LLC. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm uses model-based investment strategies and sub-advisers to implement portfolios, providing tailored asset allocation and ongoing account reviews.

Jonathan Davison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Austin Asset Management Co. since 2014. He holds the Series 66 designation and is based in Austin, TX. Austin Asset serves individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the key driver of portfolio risk and return, and employs a CFP-led Investment Policy Committee to guide investment strategy and portfolio implementation.

Michael Batsell is a financial advisor at Mader & Shannon Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2010. Outside of his advisory role, he spends a significant portion of his time selling and marketing insurance products as a sole proprietor. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and offers specialized services including expert witness testimony and sub-advisory management.