David Featherston is a financial advisor at Shadowridge Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Whitley and Siddons, Inc. since 2022. Outside of advising, he also works as a CPA Consultant in Austin, TX. 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, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to implement various investment strategies and offers services such as direct portfolio management, fixed-fee financial plans, and sub-advisory arrangements.

Manisha Gupta is a CFP® professional at Austin Wealth Management, LLC with four years of industry experience. She has been with Austin Wealth Management since 2020 and previously worked in education with Round Rock Independent School District. Austin Wealth Management provides financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm employs a systematic, research-informed investment approach and serves both retail and institutional clients, including taking ERISA fiduciary roles for employer plans.

Laura Martin is a Series 65-licensed financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX, with 11 years of industry experience. She has been with Richard P. Slaughter Associates, Inc. since 2013. 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 uses active asset management combined with comprehensive financial planning and employs a range of investment strategies including fundamental and technical analysis, manager selection, options writing, and short sales.

Yuanyuan Che is a CFP® professional with seven years of industry experience, currently serving at Austin Asset since 2022. Prior to joining Austin Asset, she worked at The Connemara Group, LLC from 2017 to 2022 and Blue Ocean Global Wealth, LLC from 2016 to 2017. Austin Asset provides discretionary wealth management, comprehensive financial and wealth planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm’s investment approach emphasizes asset allocation, diversification, and use of institutional share-class mutual funds, supported by an Investment Policy Committee comprised of ten CERTIFIED FINANCIAL PLANNER™ practitioners.

Robert Harrell is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.

James Brilliant is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1987. 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 tailored investment solutions across multiple risk profiles using a combination of mutual funds, ETFs, stocks, and bonds.

Buddie Ballard is a CFA® charterholder with 38 years of industry experience, currently serving as an advisor at Alpha Capital Management since 2002. He holds the Series 63 and Series 65 licenses and is based in Austin, TX. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.

Sophia Di Gesualdo is a financial advisor at Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation with three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank, N.A., and J.P. Morgan Securities since 2022, as well as prior positions with Core Publishing, The Hall Agency, Goodwill Industries of Dallas, the Dallas Mavericks, and Southern Methodist University. Enclave Advisors serves individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm uses an academically grounded investment approach focused on diversification and risk management, managing portfolios with a broad mix of instruments tailored to client objectives and risk tolerance.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Ornamental Iron Fence Supply. Outside of his advisory role, he is involved as a musician at The Austin Stone Community Church. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and offers ERISA plan services, coordinating with sub-advisors and third-party managers while maintaining oversight.

Carter Bajoit is an advisor at Eltekon Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Eltekon Advisors, he was briefly employed at Traditions Club and has a background as a student through 2020. Eltekon Advisors serves individuals, employee benefit plans, trusts, and corporate clients by providing investment advice and planning, discretionary portfolio management, and a range of financial planning and real estate advisory services. The firm employs a team-based investment-office approach, utilizing fundamental and technical analysis along with public and private market allocations.

Jeremy Mocek is a CFP® professional with 11 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2023, and previously held roles at Academy Capital Management, Cetera Advisor Networks, Lovett and Associates, and Ambassador Advisors, LLC. 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 an active asset management strategy combined with comprehensive financial planning, utilizing both fundamental and technical analysis alongside specialized investment techniques.

Michael Turner Jr. is a CFA® charterholder with 29 years of industry experience and has been with Alpha Capital Management in Austin, TX, for 24 years. He holds a Series 63 license and is a minority shareholder in ZEBO, LLC, a coffee shop in Austin. Alpha Capital Management is a team of six advisors managing approximately $871 million in client assets, primarily serving individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a quantitative, optimization-based investment approach focused on downside protection and offers both discretionary and non-discretionary portfolio management.

Sara Glakas is a financial advisor at Black Barn Financial, LLC with 13 years of industry experience and holds a Series 65 designation. She has been with Black Barn Financial since 2015. Outside of advising, she co-hosts an educational podcast focused on women and money and serves on the Board of Directors for YWCA Greater Austin. Black Barn Financial is a five-advisor registered investment adviser managing approximately $164.6 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary asset management along with financial planning and consulting services, utilizing a combination of fundamental and technical analysis across a variety of investment vehicles and integrates client ESG preferences into portfolios.

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 the financial services industry. He has been with Austin Wealth Management, LLC since 2015 and previously worked at Wealth Management Corporation, Kestra Investment Services, and other firms. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including ERISA fiduciary roles and sub-advisory services.

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.

Daniel Martinez is a financial advisor at ENZI Wealth in Austin, TX, holding a Series 65 designation. He has been with the firm since 2022 and has no prior industry experience. Before joining ENZI Wealth, his work history includes roles at several country clubs and time as a student. 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 variety of analytical methods and strategies, including active management of held-away retirement accounts through a connectivity platform.

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.