Michael Hughes is a financial advisor at Vann Equity Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Hughes Group Wealth Management Partners LLC and Megellan Financial. Outside of his advisory role, he is a self-employed insurance agent specializing in fixed insurance and annuity sales. Vann Equity Management LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment approaches, utilizing sub-advisory relationships for specialized real estate investments while providing comprehensive portfolio management and financial planning services.

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.

Terry Ellis is a financial advisor at Greenbelt Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior work includes roles at Evolve Securities, Inc., AFS Investment Advisors, Inc., and Transamerica Financial Advisors, Inc. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm focuses on non-discretionary asset management, financial planning, and retirement-plan advisory services, operating with a small team that uses a variety of analytical approaches.

Mary Susan Perry is a financial advisor with Whitwell Advisors in Bee Cave, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and Dixon Hughes Goodman Wealth Advisors. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries, employing discretionary portfolio management with defined strategies focused on ETFs and selective individual equities tailored to client objectives and risk tolerance.

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 with Ironoak Wealth in Cedar Park, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank and Clearing, JP Morgan Securities and Chase Bank, and Key Investment Services. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm offers tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and distinguishes itself by providing both ERISA 3(21) and 3(38) fiduciary plan services and a fixed-fee comprehensive planning product without an account minimum.

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, holding Series 65 and Series 66 licenses and one year of industry experience. She previously worked at LPL Financial and 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 and maintains ongoing portfolio supervision, while delegating trading and administrative functions to sub-advisers.

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.

Kristen Fuhrman is a financial advisor at Vann Equity Management LLC in Austin, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions 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 six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and other institutional clients. The firm employs a combination of model-based and bespoke investment strategies, utilizing both quantitative and fundamental analysis, and maintains specialized sub-advisory relationships for 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. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, 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 serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering customized asset management and financial planning. The firm incorporates Modern Portfolio Theory and various analytical approaches in its investment process and provides specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis.

Ian Kloc is a CFP® professional with four years of industry experience, currently with Boyce & Associates Wealth Consulting, Inc. He previously worked at Watkins Insurance Group and has experience in both financial services and other sectors, including retail and pool services. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations by providing asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis. The firm’s investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, offering tailored portfolios managed on a discretionary or non-discretionary basis.

Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian since 2018, following a four-year tenure at Raymond James & Associates. Outside of her advisory role, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services, serving individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with active use of derivatives and customized strategies for a relatively small client base.

Jeremy Aston is a CFA® charterholder with three years of industry experience. He is currently with Centennial Advisors, LLC, where he has worked since 2022. Prior to that, he was employed at Bridgepoint Consulting and was self-employed for brief periods, and he spent 12 years at the Teacher Retirement System of Texas. 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 clients’ goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.