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.

Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Ankerstar Wealth since 2024. In addition to his advisory role, he has been employed by Round Rock ISD since 2014. Ankerstar Wealth serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and participant account management for defined-contribution plans. The firm employs a range of investment strategies, including derivatives and borrowing within separately managed accounts, and manages approximately $146 million in assets across 309 client relationships.

Jordan Scott is a CFP® professional with seven years of industry experience. He is currently with Centennial Advisors, LLC, a team-based firm in Austin, TX, and has prior experience with Fidelity Investments and Fidelity Brokerage Services LLC. Before entering the financial industry, he worked in various roles including positions at the University of Utah, Overstock.com, and Brio Energy SLC. Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, tailoring each client’s portfolio based on a documented Investment Policy Statement.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Laura Stitt is a CFP® professional with four years of experience in financial advising. She has worked at Austin Asset since 2021 and previously spent four years at SGH Management Company, LLC. Austin Asset is a team-based firm that provides discretionary wealth management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm uses an asset-allocation framework focused on diversification and institutional share-class mutual funds, supported by a ten-member Investment Policy Committee of CFP® practitioners.

John Jones is a CFP® with 13 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he owns Yakin Strategies, LLC, a consulting firm focused on business and RIA operational services, and Boaz Holdings United, LLC, an investment holding company. Precision Wealth Strategies, LLC provides comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” strategy to align asset allocation with clients’ cash-flow needs and risk tolerance, offering a range of plan-level consulting and fiduciary services.

Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm emphasizes an academically grounded investment approach focused on diversification, risk management, and cost-effective returns, managing portfolios on a discretionary basis with a broad mix of investment instruments tailored to client objectives.

Brian Noonan is a financial advisor with Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Meridian in 2019. He serves as a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, where he provides advisory feedback on fund-level decisions without compensation. Meridian Wealth Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, utilizing fundamental analysis, modern portfolio theory, and risk management, with a range of investment instruments and notable use of derivatives and account-level borrowing in separately managed accounts.

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.