Michael Miller is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments and Petty Group LLP. Miller serves as an uncompensated advisory board member for Treaty Oak Equity LLC, where he provides strategic guidance and network connections. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging third-party managers and offering tailored advice across public and private asset classes.

Sarah Villalobos is a CFP® with 26 years of industry experience. She is currently with Alongside, LLC and has previously worked at firms including Charles Schwab and VM Wealth Partners. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.

Jordan Quinonez is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Maslow Wealth Advisors, where he has been since 2023, following roles at Charles Schwab, TD Ameritrade, and other financial firms. Quinonez has also worked in academic settings, including San Diego State University and Sciences Po. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process combining passive and active strategies and is notable for its role as a sub-advisor to private and insurance-dedicated funds.

Thomas Crain is a financial advisor at Oxbow Advisors, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Oxbow Advisors since 2012. Outside of his advisory role, Crain is a part owner and founder of Cornerstone Merger and Acquisitions Advisors, where he assists private business owners with selling their companies. 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 employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various strategies including dividend growth and multi-cap approaches.

John Crain is a financial advisor at Cohen Capital with a Series 66 designation and two years of industry experience. He previously worked at Raymond James & Associates and Orleans Capital/Energy Opportunities Capital Management. Outside of advising, he has ownership interests in family businesses, including R. Lacy Services Incorporated and Sabine Investment Partners, LLC, a family office investment company. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, while retaining discretion for shorter-term trading and may engage third-party managers to implement client strategies.

Ralph Lebkuecher is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Capital Analysts, K.W. Gutshall & Associates, and Lincoln Investment Planning, Inc. He serves as an elder and Stewardship Chair at Wimberley Presbyterian Church, where he coordinates budgeting and encourages community contributions. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a variety of investment strategies and offers solutions such as direct portfolio management, sub-advisory arrangements, and third-party managed programs.

William Gray III is a financial advisor at Howard Financial Services, Ltd. in Austin, TX, holding Series 65 and Series 66 designations with 15 years of industry experience. He has been with Howard Financial Services since 2012. Howard Financial Services provides investment management and financial planning for high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis and offers discretionary portfolio management alongside private investment offerings through its HFS Capital Partners division.

Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.

Mason Ning is a Series 65-licensed advisor at BirdRock Wealth in Austin, TX, with no prior industry experience. His background includes roles at Accenture Federal Services and Ernst & Young, as well as academic experience at Virginia Tech University. BirdRock Wealth serves individual, institutional, and wrap-fee program clients, offering discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation. The firm combines quantitative and qualitative research in its investment approach and provides financial planning alongside an hourly advice option.

Carlos Cardenas is a financial advisor at Austin Wealth Management, LLC with one year of industry experience. He previously worked at White Tiger Capital, LLC for five years and has been involved with Alamo Fine Art for nine years. Outside of his advisory role, Cardenas serves as a property manager for a real estate business based in San Antonio, TX. Austin Wealth Management, LLC offers comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm applies a systematic, research-informed approach to portfolio construction and also serves institutional clients through ERISA fiduciary roles and sub-advisory services.

Sophie Brooks Ames is a CFP® with 13 years of industry experience and is currently affiliated with Meridian Wealth Advisors, LLC in Austin, TX. She has worked at Meridian Wealth Advisors since 2019, with prior experience at Northern Lights Distributors, LLC and Sage Advisory Services, Ltd Co. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes discretionary, model-driven portfolio management focused on long-term strategies and risk management, offering a distinctive combination of sizable assets under management and customized client service.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Jonas Mioen Dahlstrom is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding Series 66 and Series 63 designations with six years of industry experience. His prior roles include positions at 49 Wealth Management and Purshe Kaplan Sterling Investments. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a range of investment strategies based on macroeconomic, fundamental, technical, and sector analysis, managing client portfolios on a discretionary basis.

Paul Lueb Jr. is a CFP® professional with 18 years of experience at Maslow Wealth Advisors in Austin, TX. He has been with the firm since 2008. Outside of his advisory role, he manages investment interests in a whiskey distillery through 13-4 Whiskey D LLC and provides information to passive investors in related entities. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services, serving individuals, trusts, estates, foundations, pension plans, and organizations. The firm employs a documented Investment Policy Statement-driven approach, combining passive core strategies with active satellite allocations, and oversees client portfolios that include public and private equities, fixed income, real assets, and alternatives.

Rebekah Havlinek is a CFP® professional with four years of industry experience, currently serving as an advisor at Hampton Rock Wealth Management. She previously worked at Dimensional Fund Advisors and has experience in educational roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, trusts, pension plans, and charitable entities. The firm employs proprietary model sleeves and combines fundamental, quantitative, and modern-portfolio theory analyses to tailor portfolios while also offering family-office administrative services and estate-planning support.

Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.

Matthew Adams is a financial advisor at Capital Creek Partners in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at CAZ Investments LP, U.S. Bank, and IBM. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management and family-office services with access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that uses third-party managers and negotiated private-market access to tailor portfolios for its clients.

Joseph Waitkevich is a financial advisor with Claro Advisors Inc. in Austin, TX, holding a Series 65 license and five years of industry experience. Before joining Claro Advisors in 2026, he worked at Concord Wealth Partners, Coppertree, LLC, and held roles at Fairfield University and country clubs. He serves as treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing business. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach complemented by tactical reallocations and uses proprietary strategies, AI tools, and offers pooled-vehicle investments and specialized overlay services.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

James Alders is a CFP® professional with nine years of industry experience. He is currently affiliated with Forefront Wealth Partners and Principatus Wealth, where he serves as founder and financial planner. He also acts as an executor for his father-in-law's trust and holds a treasurer position. Forefront Wealth Partners is a team-based adviser serving individual, high-net-worth, business, and corporate clients with customized investment management and comprehensive financial planning services, including estate and tax coordination.