Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017, following a brief tenure at AFlac and ten years in education. Guilbeau is also an insurance agent affiliated with Eltekon Insurance Agency, LLC. Eltekon Advisors provides investment advice and planning to individuals—including high-net-worth clients—employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios employing fundamental and technical analysis, independent research, and a combination of public and private market allocations.

Zachariah Wood is a Series 65-licensed advisor at ENZI Wealth with one year of industry experience. His prior roles include positions at Candor and Paycom, as well as work with Northwest Community Church and Texas A&M University. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to manage portfolios, including held-away assets, and offers tax and lending services through affiliated entities and referral arrangements.

Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.

Robert Gouthro is a financial advisor with Empower Wealth Management in Cedar Park, TX. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he worked in education for over a decade and operates Charleston Judo and Jiujitsu LLC, a martial arts business. Empower Wealth Management provides financial planning, portfolio management, and pension consulting to individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers as part of its investment approach. The firm serves approximately 551 clients with a team of eight advisors.

David Lowe is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Austin Wealth Management, LLC since 2021. He has worked at Hill Country Publishing Co., Inc. since 2007. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as a fiduciary for employer retirement plans.

William Wike is a CFP® professional with 13 years of industry experience, currently serving at Austin Asset Management Co. since 2012. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates comprehensive wealth planning with discretionary portfolio management, emphasizing asset allocation and utilizing a CFP®-led Investment Policy Committee to guide its investment approach.

Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.

Carl Stuart is a financial advisor with Stuart Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at GLG (Gerson Lehman Group Inc) and Raymond James Financial Services, Inc. He has operated his own advisory firm since 1997. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, government entities, and corporations. The firm’s long-term, fundamentally driven investment approach emphasizes customized portfolios of low-cost mutual funds and ETFs, with ongoing monitoring and rebalancing conducted through client-designated custodians.

William Kruger is a financial advisor at YCG, LLC in Austin, TX, holding a Series 66 designation with 20 years of industry experience. He has been with YCG since 2012, working within a two-advisor team. YCG provides discretionary portfolio management to individuals, investment advisers, trusts, institutions, and a mutual fund, employing a bottom-up, concentrated equity approach focused on businesses with enduring pricing power and long-term compounding potential. The firm manages over $1.5 billion in discretionary assets and utilizes options and margin strategies as part of its investment process.

Abraham Martinez is a CFP®-designated advisor with Centennial Advisors, LLC, based in Austin, TX, and has four years of industry experience. Prior to joining Centennial Advisors, he worked at Fisher Investments and Fidelity Investments. 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 emphasizes fundamental analysis and long-term strategies, offering each client a tailored Investment Policy Statement and managing accounts primarily on a discretionary basis.

Lindsey Stuart is a financial advisor at Stuart Investment Advisors, Inc. in Austin, TX, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked for the Austin Independent School District for nine years. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, charitable organizations, and corporate entities. The firm employs a long-term, fundamentally driven investment approach, utilizing low-cost, diversified mutual funds and ETFs, and offers ERISA fiduciary services with tailored asset allocation and ongoing client engagement.

Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell in 2024, he operated his own CPA firm, Eric Vordenbaum, CPA, PLLC, since 2013. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm offers investment supervisory services and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, and typically operates on a discretionary basis with documented Investment Policy Statements.

Lindsey Sharpe is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2018. Outside of advising, she volunteers with Imagine College Consulting, providing educational and vocational advice to high school and college students. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and certified divorce financial analysis, using multiple analytical approaches and a documented ERISA fiduciary framework.

Gregory Van Wyk is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Austin Asset since 2010. He holds a Series 63 license and is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation as the primary driver of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Anna Bodine is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Harrell Investment Partners, LLC since 2019 and previously held roles at Raymond James & Associates and Equitable Advisors. Harrell Investment Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured four-step client process and employs a variety of analytical methods to build customized portfolios with a generally long-term orientation, supported by an institutional relationship that provides trading and operational advantages.

Mark Okamoto is a financial advisor at Century Management Financial Advisors in Austin, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2006. 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 solutions across multiple risk profiles and manages its own mutual fund series, combining detailed analysis with a variety of implementation methods.

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.