Anthony Taylor is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Oakwell Private Wealth Management since 2020. Prior to his advisory role, he worked at Cintas and attended Texas State University. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to various investment products through affiliates. The firm employs a discretionary investment approach guided by Investment Policy Statements and integrates fundamental, technical, and cyclical analysis in its portfolio management.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is principal at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, and has held roles at BKA Business Consulting, LLC and Integrated Wealth Strategies. Outside of his advisory work, Boyce owns and partners in several businesses including a liquidation resale business, a co-working facility, and a media enterprise. 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 integrates multiple analytical approaches and offers specialized services such as business valuation, certified divorce financial analyst consulting, and ERISA-focused retirement plan advisory.

David Walker is a financial advisor at Austin Asset with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and TD Ameritrade in various roles. Austin Asset is a team of 13 advisors providing 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 focuses on an asset-allocation framework emphasizing diversification and institutional share-class mutual funds, supported by a monthly Investment Policy Committee comprised entirely of CERTIFIED FINANCIAL PLANNER™ practitioners.

Alexis Garza is a CFP® professional with six years of industry experience, currently serving at Austin Asset since 2023. Prior to this, Garza worked at Charles Schwab and TD Ameritrade. Garza is a council member of the CFP Board, contributing as a subject matter expert to the development and administration of the CFP® exam. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Trevor Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Rps Retirement Plan Advisors and Keen Wealth Advisors, as well as public sector roles with the State of Kansas and educational institutions. 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 active asset management combined with comprehensive financial planning and offers a range of investment strategies and educational programming.

James Sherrard is a CFP®, CFA®, and Series 65 licensed financial advisor with 14 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc. and has held roles at the firm since 2015, in addition to prior experience at Strategic Investment Management. 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 active asset management combined with comprehensive planning, utilizing a range of strategies including fundamental and technical analysis, options writing, and manager selection across discretionary and nondiscretionary accounts.

Jamie Ileks is a CFP® professional with 13 years of experience at Austin Asset, where he has worked since 2007. He is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary wealth management, comprehensive wealth planning, and consulting services. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Daniel Mesta is a CFP® professional at Centennial Advisors, LLC in Austin, TX, with one year of industry experience. Prior to joining the firm, he worked in customer service roles at Chick-fil-A and Great American Cookies. Centennial Advisors 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 investment strategies, delivering personalized Investment Policy Statements and discretionary account management.

Marcus Hafner Jr. is a financial advisor at McNally Financial Services Corporation with eight years of industry experience. He holds a Series 66 designation and has worked at McNally Financial since 2019, following prior roles at Axa Advisors, LLC, Golfsmith International, and a brief period of unemployment. Outside of advising, he works as a corporate finance contractor focusing on financial modeling and forecasting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses, offering tailored, diversified portfolios using fundamental analysis. The firm operates as a nine-advisor team across six offices and manages approximately $25 million for around 142 clients.

Christopher Hundl is a financial advisor at REAP Financial Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and Financial Integrated Solutions, LLC. In addition to his advisory role, Hundl is an insurance agent with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. REAP Financial Group, LLC provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented through selected sub-advisors while maintaining oversight and reallocation authority.

Elizabeth Torres is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 66 designation with 17 years of industry experience. She has worked at Centennial Advisors since 2018 and previously at Centennial Wealth Advisory LLC, Global Financial Private Capital, LLC, and Capstar Financial LLC. Centennial Advisors 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 discretionary portfolio management and access to a range of investment products.

Christian Hudspeth is a CFP® professional with five years of experience at FMP Wealth Advisers in Austin, TX. His previous roles include positions at Jackson Hewitt Tax Service, self-employment, and World First USA. FMP Wealth Advisers is a fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services.

Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. 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 through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BKA Wealth Consulting, Park Avenue Securities, and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. 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 offers a range of services including portfolio management, financial planning, certified divorce financial analyst consulting, and college planning, employing multiple analytical approaches and maintaining specialized ERISA fiduciary capabilities.

Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.

Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. 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 employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.

Christopher Heerlein is a financial advisor with REAP Financial Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent affiliated with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Additionally, he serves as a director at Marigold Incorporated Cell, Inc., offering insurance products, and is involved in research and education on renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using selected sub-advisors and offers a range of services including cash flow and tax planning, insurance reviews, and retirement and estate planning, with an educational approach to client decision-making.

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

Sebastian Caicedo is a Series 65-licensed financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, with four years of industry experience. Prior to joining 57 West Capital Advisors, he worked at Inversiones Caicedo Posada, Marsh, XyZ Estrategias, and Universidad de Los Andes. He is also a partner involved in management and board decisions at a family agricultural business in Colombia. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients, focusing on long-term equity ownership through a proprietary selection and valuation process. The firm serves high-net-worth clients with diversified portfolios typically held for several years, maintaining an international orientation and offering detailed monthly performance evaluations.