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® with six years of industry experience, currently serving at Origin Investment Advisory LLC. She has held roles at Blend Financial, Inc. dba Origin Financial since 2021 and Elgon Financial Advisors LLC since 2020, with prior experience at Northwestern Mutual. Jane also engages in contract work as a public speaker focused on financial coaching and workshops. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a rules-based investment approach integrating Modern Portfolio Theory and behavioral finance, supported by an AI-driven advisory platform and systematic compliance processes.

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.

Juan Santamaria is a CFP® certificant with six years of industry experience, currently serving as an advisor at Austin Wealth Management, LLC. His prior roles include positions at Kestra Investment Services LLC, J.P. Morgan Securities LLC, Citigroup Global Markets Inc, Charles Schwab & Co., Inc., and TD Ameritrade. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and qualified retirement plans for small businesses. The firm employs a systematic, research-informed approach to portfolio construction and offers both retail and institutional services, including ERISA fiduciary roles and sub-advisory services.

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.

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. with four years of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Outside of advisory work, 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 provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers ERISA-focused retirement-plan services, business valuation, cash management partnerships, and insurance solutions.

Ian Kloc is a CFP® professional with four years of industry experience, currently serving at Boyce & Associates Wealth Consulting, Inc. Prior to joining Boyce & Associates, he worked at Watkins Insurance Group and True Light Pools. Boyce & Associates Wealth Consulting provides asset management and financial planning services for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a combination of tailored asset allocation and multiple analytical approaches and offers specialized ERISA-focused retirement plan advisory services.