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Thomas K
CFA®, Series 63
Cedar Park, TX
Boyce & Associates Wealth Consulting, Inc.
Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019, following 15 years as a self-employed advisor. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm combines tailored asset allocation with multiple analytical approaches and offers services including portfolio management, financial planning, and ERISA-focused retirement-plan advisory.
Jaden V
Series 65
Leander, TX
Ankerstar Wealth, LLC
Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Prior to joining the firm, Verrico spent three years at the University of Texas. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary and non-discretionary account management, utilizing a range of investment strategies including derivatives and margin trading, and serves approximately 309 client relationships with $146 million in regulatory assets under management.
Henry L
CFP®
Cedar Park, TX
Empower Wealth Management
Henry Lande is a CFP® professional with five years of industry experience, currently serving at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. He is also involved with an affiliated insurance and tax services firm that provides insurance product solutions to clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting primarily to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers while providing tailored asset allocation and investment strategies supported by regular account reviews.
William T
CFP®, Series 66
Cedar Park, TX
Empower Wealth Management
William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. Empower Wealth Management offers 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 and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.
Mariah H
Series 63, Series 65
Georgetown, TX
REAP Financial Group, LLC
Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.
Raymond B
Austin, TX
Alpha Capital Management
Raymond Bergman is a financial advisor at Alpha Capital Management in Austin, TX, with 19 years of industry experience. He has been with Alpha Capital Management since 2009, working as part of a six-advisor team. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets and employs a quantitative investment approach focused on downside protection and disciplined asset allocation.
Steven A
CFP®, Series 65
Leander, TX
Ankerstar Wealth, LLC
Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.
John R
Series 63, Series 66
Cedar Park, TX
Financial Management Network Inc
John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.
Adrian B
CFP®
Austin, TX
Alpha Capital Management
Adrian Burczewski is a CFP® professional with four years of industry experience, currently serving at Alpha Capital Management in Austin, TX. He has been with the firm since 2015. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets across about 427 client relationships and employs a six-advisor team. Their investment process integrates quantitative methods and optimization models, emphasizing downside protection and disciplined asset allocation.
Sharon C
Series 63, Series 65
Liberty Hill, TX
RPG Family Wealth Advisory, LLC
Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at Freedom Financial LLC, First Heartland Capital Inc, and Transamerica Financial Advisors, Inc. She serves on the board of the Liberty Hill Voters Association as treasurer. RPG Family Wealth Advisory is part of Risk Paradigm Group, which provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individuals, and institutional clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with risk controls to manage allocations across various asset classes.
Alexandra B
CFP®
Austin, TX
Austin Asset
Alexandra Bequette is a CFP® professional with eight years of experience in financial advising, currently with Austin Asset since 2018. She previously worked at Triad Financial Advisors and spent five years at the University of Missouri. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation through a CFP-led Investment Policy Committee that integrates planning with portfolio construction.
Gabrielle H
Series 65
Austin, TX
Alpha Capital Management
Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with two years of industry experience. She has worked at Alpha Capital Management since 2023 following a decade as a student. Alpha Capital Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a quantitative, optimization-based investment process focused on downside protection and offers portfolios that may include small- and mid-cap equities and various fixed-income instruments.
Kevin W
Series 65
Austin, TX
Centennial Advisors, LLC
Kevin Wade is a financial advisor at Centennial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Centennial Advisors since 2018, following two years at Centennial Wealth Advisory, LLC. Outside of his advisory role, he serves as an official for high school sports with the Texas Association of Sports Officials. Centennial Advisors provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients' goals and risk tolerance while offering discretionary management and access to a range of investment products.
Juan G
Series 63
Austin, TX
57 West Capital Advisors, Inc.
Juan Garces is a financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 2002. He holds a Series 63 designation and acts as president and controlling shareholder of 57 West Capital Holdings, Inc., where he oversees business activities, asset allocation, and strategy. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients. The firm emphasizes long-term equity ownership using a proprietary selection and valuation process and maintains an international orientation with offshore affiliates and a notable non-U.S. client presence.
Lafe B
CFP®, Series 65
Austin, TX
Richard P. Slaughter Associates, Inc.
Lafe Blobaum is a CFP® professional at Richard P. Slaughter Associates, Inc. in Austin, TX, with six years of industry experience. He has been with Richard P. Slaughter Associates since 2019 and previously worked as a self-employed advisor and in the media production industry. 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 other businesses. The firm uses active asset management combined with comprehensive financial planning and a range of strategies including fundamental and technical analysis, manager selection, and options writing.
Jeffrey R
Series 65
Austin, TX
Centennial Advisors, LLC
Jeffrey Rossmann II is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 65 credential. He has one year of industry experience and prior work history including positions at Eddie V's and Onward Roofing. Outside of his advisory role, he is also licensed as an insurance agent with CA Financial, an insurance agency affiliated with his firm. 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 client goals and risk tolerance while offering access to a range of investment products and discretionary portfolio management.
Christopher L
Series 65
Austin, TX
Centennial Advisors, LLC
Christopher Larson is a financial advisor at Centennial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Centennial Advisors since 2023. Prior to that, he operated his own advisory practice and has experience with Texas State University, Austin Aquarium, and ASEA Global. 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, with individualized Investment Policy Statements and discretionary account management.
Rachel R
Series 65
Round Rock, TX
Oath Planning, LLC
Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.
Jessica F
CFP®, Series 63, Series 65
Austin, TX
Austin Asset
Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.
Harry H
CFP®, Series 63
Austin, TX
FMP Wealth Advisers
Harry Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1987. He serves as a director and chairman of the board for Brookshire Brothers Ltd, a grocery store chain, where he participates in corporate oversight including financial and compensation committees. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, utilizing model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process.
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