Darren Anderson is a CFA® charterholder with seven years of experience in the financial industry. He has been with Alpha Capital Management in Austin, TX since 2016. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm combines quantitative methods and optimization models with an emphasis on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Timothy Nabers is a financial advisor at FMP Wealth Advisers with 24 years of industry experience. He holds the Series 66 designation and has worked at Financial Management Professionals, Inc. since 2018, following a 13-year tenure at Raymond James & Associates. Nabers serves as a director on the board of Citizens National Bank in Brownwood, TX. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts based on a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Tanner Banister is a CFP® with eight years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. He has previously worked at Kestra Investment Services, Calton & Associates, Waterloo Capital Management, LPL Financial, and AXA Advisors. 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 including options and derivatives management.

Max Mangum is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 designation and five years of industry experience. He serves as CEO of Terra Primera, a startup specializing in carbon emissions measuring technology, and is a board member of BAT Investments, Inc., a holding company for Capital Bank of Texas. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management alongside financial planning, family-office, retirement-plan consulting, and real estate advisory services. The firm employs a team-based investment approach that incorporates fundamental and technical analysis, independent research, and a mix of public and private market allocations.

William Hehman is a CERTIFIED FINANCIAL PLANNER™ with 24 years of industry experience. He has been with Austin Asset Management Co. since 2007. Austin Asset serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary factor in portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee.

Edward Moody is a Series 66 licensed advisor with CFM Wealth Partners LLC in Austin, TX, bringing 22 years of industry experience. He previously worked at Stephens Inc for seven years before joining CFM Wealth Partners in 2019. He serves as Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a nonprofit hospital foundation. CFM Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and select individual securities, combining fundamental and technical analysis with ongoing client communication and internal research.

Steven Hill is a financial advisor with Union Capital Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Union Capital Company since 2009. Outside of his advisory role, Hill is involved as a member and manager in several storage businesses, including Affordable Boat and RV Storage and related entities. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary services, operating as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Liam Toohey is a CFP® professional with five years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. He has been with the firm since 2020 and has prior experience including roles in media and education. 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 strategies including fundamental and technical analysis, options writing, and manager selection.

Jacqueline Gordon is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. Her career includes prior roles at Fidelity Investments and its Institutional Services Company. 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 discretionary, model-driven portfolio management with a focus on long-term strategies and risk management, utilizing a range of investment tools including derivatives and private placement consulting.

Daniel Griego is a financial advisor with Success Wealth Management LLC in Cedar Park, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining the firm in 2022, he served in the Texas Army National Guard for 17 years and currently serves as a Master Sergeant in the U.S. Army Reserve. He is also an insurance agent with American Senior Benefits of Texas. Success Wealth Management LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm employs Modern Portfolio Theory to customize asset allocations based on clients’ goals, time horizons, and risk tolerances, conducting quarterly reviews and utilizing technology for operational support.

John Solyman is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Agia, Gradient Advisors LLC, and Foundation Investment Advisors LLC. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes third-party model portfolios and sub-advisers while maintaining tailored asset allocation and ongoing account review.

Robert Gauntt is a financial advisor at Capital Creek Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Creek Partners since 2019, following an 11-year tenure at Avalon Advisors, LLC. Mr. Gauntt serves on the Board of The University of Texas Investment Management Company and participates in its Compensation and Risk Committees; he is also an advisory board member for Treaty Oak Equity LLC and a General Partner at Capstar Ventures LP. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing wealth management, family-office services, and access to public and private investments. The firm’s approach emphasizes due diligence and utilizes third-party managers and private-market access to create tailored portfolios for a select number of family clients.

Jonathan Davison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Austin Asset Management Co. since 2014. He holds the Series 66 designation and is based in Austin, TX. Austin Asset serves individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the key driver of portfolio risk and return, and employs a CFP-led Investment Policy Committee to guide investment strategy and portfolio implementation.

Michael Batsell is a financial advisor at Mader & Shannon Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2010. Outside of his advisory role, he spends a significant portion of his time selling and marketing insurance products as a sole proprietor. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and offers specialized services including expert witness testimony and sub-advisory management.

Rachel Van Den Berg is a financial advisor at Century Management Financial Advisors with Series 65 credentials and eight years of experience. Before entering financial advising, she spent six years in full-time education. She serves as treasurer for the Coalition for Queer Art Therapies, a nonprofit organization supporting art therapists. Century Management Financial Advisors offers investment management, financial planning, retirement-plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages portfolios based on risk-based strategies and employs fundamental research along with third-party data, overseeing both mutual funds and separately managed accounts.

Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Ankerstar Wealth since 2024. In addition to his advisory role, he has been employed by Round Rock ISD since 2014. Ankerstar Wealth serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and participant account management for defined-contribution plans. The firm employs a range of investment strategies, including derivatives and borrowing within separately managed accounts, and manages approximately $146 million in assets across 309 client relationships.

Jordan Scott is a CFP® professional with seven years of industry experience. He is currently with Centennial Advisors, LLC, a team-based firm in Austin, TX, and has prior experience with Fidelity Investments and Fidelity Brokerage Services LLC. Before entering the financial industry, he worked in various roles including positions at the University of Utah, Overstock.com, and Brio Energy SLC. 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’s investment approach emphasizes fundamental analysis and long-term strategies, tailoring each client’s portfolio based on a documented Investment Policy Statement.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Laura Stitt is a CFP® professional with four years of experience in financial advising. She has worked at Austin Asset since 2021 and previously spent four years at SGH Management Company, LLC. Austin Asset is a team-based firm that provides discretionary wealth management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm uses an asset-allocation framework focused on diversification and institutional share-class mutual funds, supported by a ten-member Investment Policy Committee of CFP® practitioners.

Mark Mangum is a financial advisor with Eltekon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held various roles across affiliated entities, including Eltekon Insurance Agency and Eltekon Holdings, where he remains a member. Mangum serves as a board member of Prime Bank. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market investments.