Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates, Inc. and Cantella & Co., Inc. Outside of her advisory role, she is involved in insurance sales for non-securities products and fixed annuities. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multifaceted investment process with an emphasis on risk management and net-of-costs return measurement, and is notable for advising other investment advisers and offering participant-level educational services for retirement plans.

Eric Barden is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Barden Capital Management, Inc. since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to customize investment strategies across equity, fixed-income, and ETF models.

Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. 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 and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.

Heather Dean is a financial advisor at Custos Family Office LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Kestra Investment Services, LLC, Sii Investments, and Griffin Financial Group. Custos Family Office manages approximately $346.6 million for individuals, high-net-worth clients, charitable organizations, foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and oversight of third-party money managers, with an investment approach focused on risk management and balance across clients’ entire balance sheets.

Reed Johnson is a financial advisor at Carlin Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 designation and is based in Austin, TX. Prior to joining Carlin Wealth Management Group, he was a full-time student for ten years. Carlin Wealth Management Group, LLC is an SEC-registered adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning consulting. The firm emphasizes ETF and equity exposure through third-party model portfolios and employs strategies including asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches.

Richard Kranz is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is affiliated with Portfolio Management, LLC in Austin, Texas, where he has worked since 1992. Portfolio Management, LLC provides discretionary investment management services to a diverse client base, including individuals, trusts, pension plans, and institutions. The firm employs a long-term, asset-allocation approach focused on diversification and fundamental analysis, managing approximately $144.4 million across about 115 client relationships.

Kirsten Tollefson is the principal advisor at Tollefson and Company Investment Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led her firm since 2010. Tollefson and Company provides portfolio management and investment advisory services primarily to high-net-worth individuals, corporations, trusts, and retirement plans, focusing on a relatively small and concentrated client base. The firm emphasizes formal research, internal supervision, and compliance in its advisory approach.

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. He has been with Integrated Wealth Strategies since 2013. Outside of advisory work, he has served as an analyst in a non-investment-related capacity within the firm. Integrated Wealth Strategies serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business owners with comprehensive financial planning and discretionary portfolio management. The firm employs a written investment policy statement for each client and combines asset allocation, fundamental, technical, and cyclical analysis with modern portfolio theory in portfolio construction and monitoring.

Kwabena Andoh Baidoo is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hightower Advisors, Durbin Bennett Private Wealth Management, The Vanguard Group, and Yelp, Inc. Baidoo’s background includes a diverse range of roles spanning finance and technology sectors. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis to manage concentrated portfolios and sponsors special purpose pooled vehicles and private funds integrated into client advisory strategies.

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 in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JFL Capital Management, Trilogy, Inc., and Lyon Street Capital. Outside of finance, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, tax-aware strategies, and active use of derivatives, while sponsoring and managing private fund vehicles for its clients.

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.

Laurent Boumaza is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Oakwell Private Wealth Management since 2015 and previously worked at Purshe Kaplan Sterling Investments. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, with discretionary account management and the use of third-party portfolio managers when appropriate.

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.

Reagan Helfand is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Fort Advisors. Outside of finance, he is involved with Pure Barre and Deep Roots Salon in Cedar Park, TX. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis, along with various trading strategies, and may allocate assets to third-party managers while maintaining regular portfolio monitoring.