Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis within a defined investment universe and offers additional services such as business financial modeling and educational seminars.

Adam Hull is a financial advisor at Brookline Wealth, LLC in Austin, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Redbud Advisors, AdvicePeriod, RPG Family Wealth Advisory, and Ram Financial Group. Brookline Wealth provides wealth advisory oversight and discretionary portfolio management for high-net-worth individuals, families, and business entities, offering integrated planning services such as accounting oversight, trust advisory, estate and wealth transfer planning, philanthropy, and concentrated-wealth strategies. The firm emphasizes tailored family governance and operates with a fixed advisory fee model.

David Haselwood is a financial advisor at Fort Point Capital Partners LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Trilogy, Inc., JFL Capital Management, Lyon Street Capital, and Prytime Medical Devices. Outside of his advisory work, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active risk controls, and tax-aware strategies, and it sponsors a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

David Martinez is a CFP® with 32 years of industry experience, currently serving at ENZI Wealth in Austin, TX. Before joining ENZI Wealth, he spent 16 years at Ameriprise Financial Services, Inc. He is also the managing partner of ENZI Tax, LLC, a tax preparation and accounting business. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage portfolios and extends services to held-away assets using a third-party platform.

Milad Taghehchian is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX since 2004. Outside of his advisory role, he is the owner of Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, as well as pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and offers flexible engagement models including subscription advisory services and wealth-planning options.

Gerald Shaw Jr. is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Forefront Wealth Partners and also affiliated with Calton & Associates. Shaw owns and operates Seminole Tax Pros, LLC, providing tax preparation and consulting services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial and estate planning, and integrates related businesses such as tax and insurance services.

Terry McDaniel is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company since 1985. The firm provides discretionary investment management of stock and bond portfolios for individuals, retirement accounts, trusts, estates, and charitable organizations. Terry McDaniel & Company serves clients through a team of seven advisors, managing approximately $1.78 billion in assets with a focus on bottom-up fundamental research and individualized portfolio structuring based on income, assets, insurance, tax, and family considerations.

Matthew Jachimiak is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding the CFA® designation and a Series 65 license. He has 22 years of industry experience, including 12 years with Maslow Wealth Advisors. He serves as an external board member for Christopher Investment Company, providing insight into investment management for family offices. Maslow Wealth Advisors offers investment advisory services and financial planning to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies across public and private markets, and acts as a sub-advisor to private funds.

Kimmie Mathis Doumis is a financial advisor at Oxbow Advisors, LLC with 23 years of industry experience and holds a Series 65 designation. She has been with Oxbow Advisors since 2011. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a blend of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Scott Honig is a financial advisor at Capital Creek Partners in Austin, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CAZ Investments LP, Crestone Asset Management, LLC, and U.S. Bank. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing individualized wealth management and family-office services. The firm employs a due diligence-driven, holistic investment approach that emphasizes third-party managers, sponsored pooled vehicles, and negotiated private-market access to create tailored portfolios.

Grant Daley is a financial advisor at Eltekon Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Acre Investments and the University of California, Berkeley. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management and a range of services including family-office and real estate advisory. The firm employs a team-based approach, utilizing both fundamental and technical analysis alongside public and private market allocations.

James Denholm is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Denholm has been with IronBridge Private Wealth since 2017. IronBridge Private Wealth offers discretionary and non-discretionary 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 Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, with options for performance-based fee arrangements.

Isaac Thompson is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He currently works at Maslow Wealth Advisors and has prior experience at Moontower Partners and Woods Capital Management. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive and active strategies, tax-aware positioning, and oversight by an internal investment committee.

Brian Elliott is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Thrivent Advisor Network, Primerica Advisors, Lone Star Financial Network, and BBVA entities. Outside of advisory work, he is a partner in a real estate investment group and holds a passive ownership interest in a spouse’s salon business. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, incorporates model portfolios and third-party managers, and offers fractional family-office services through an affiliated entity.

Melanie Johnson is a financial advisor with Beck Capital Management LLC in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She serves as President and Owner of Divorce Financial Solutions, a financial analysis firm specializing in marital assets, and has been involved with Second Saturday as National Director since 2021, focusing on educational initiatives related to divorce. Johnson has worked at Beck Capital Management since 2011. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million for about 449 clients. The firm employs an active, macro-driven investment process centered on sector rotation, using institutional-grade research and a combination of fundamental, technical, and cyclical analysis.

Gabriel Thornhill IV is a CFA® charterholder with 20 years of experience in the financial industry. He has been with MPM Wealth Advisors since 2015 and holds a Series 63 license. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios mainly constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Jack Kazickas is a financial advisor at CFM Wealth Partners LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining CFM Wealth Partners, he worked at Freedom Power and Ten-X Commercial. CFM Wealth Partners LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual securities, and select private investments while emphasizing ongoing client communication and internal due diligence.

Daniel Snowden is a CFP® professional with six years of experience in financial advising. He has worked at ENZI Wealth since 2021 and previously held positions at Ameriprise Financial Services and Texas A&M University. Outside of finance, he has experience in the food service industry through his time at Mad Taco. 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 blend of fundamental analysis, technical charting, and modern portfolio theory, offering both long- and short-term strategies while incorporating held-away account connectivity and fiduciary support services.

Alexander Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Dimensional Fund Advisors for eight years and Raymond James and Associates for four years. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, combining fundamental analysis, modern portfolio theory, and risk management, with a team of nine advisors managing approximately $1.45 billion.