Ian Tennant is a Chartered Financial Consultant (ChFC®) and holds a Series 65 license with 13 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX, since 2012. Tennant serves as the treasurer for the Chamonix Owners Association and is a 50% owner of Cyntennial Ventures LLC, an investment vehicle for personal private equity interests with no current business activities. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, along with pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, offering factor-based and ESG-focused options, and incorporates multiple non-traditional engagement models including subscription advisory services and various wealth-planning fee structures.

Michael Brewer is a CFA® charterholder with 11 years of industry experience, currently serving at WealthPlan Investment Management LLC since 2024. His prior roles include positions at WealthSource Partners, LLC and SurePath Wealth Management, LLC. In addition to his advisory work, he is president and owner of Adviser Growth Experts, a consulting business that assists financial advisors with firm acquisitions, expansions, and sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a diverse range of investment vehicles.

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, with Series 65 credentials and one year of industry experience. Prior to joining Hampton Rock, she worked at Alvarez and Marsal and Kroll. She also spent five years at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities with a range of services including discretionary and non-discretionary asset management, consultative financial planning, pension consulting, and family-office administrative support.

Dana Croswhite is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Oxbow Advisors, LLC since 2015, where he serves as a financial advisor. Oxbow Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars to individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various investment strategies.

Austin Delery is a CFP® professional with nine years of experience in financial advising. He currently works at EntreWealth and has prior experience at Carson Wealth Management LLC among other firms. Outside of advisory roles, he is involved with The Olivier Group LLC, where he assists advisors with research, reporting, and daily operations. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing long-term trading strategies and a variety of analytical methods while adhering to client-specific investment policies.

Chad Rixse is a financial advisor at Forefront with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Calton & Associates and WELLS FARGO Advisors. Outside of advisory work, he contributes as an AI chatbot trainer for Remotasks. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and utilizes third-party managers while maintaining affiliated businesses including tax and insurance services.

Braxton King is an advisor at EntreWealth with Series 63 and Series 65 credentials and two years of industry experience. He has worked at firms including Bank of America and Merrill. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering portfolio management and custom Investment Policy Statements. The firm utilizes a range of analytical approaches and focuses on long-term trading strategies while referring clients seeking financial planning or related services to affiliated consulting entities.

Joseph Zaghrini is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential. He has approximately one year of industry experience, including time at Maslow Wealth Advisors and prior roles at firms such as WOLF and Beyond Finance. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing, tax-aware positioning, and net returns.

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.

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.

Matthew Swarbrick is a financial advisor at Alongside, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and serves as president of an LLC that supports his former firm’s business operations. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, often using model portfolios and third-party managers while overseeing their alignment with client objectives.

Dianne Wade is a financial advisor with Maslow Wealth Advisors in Austin, TX. She holds a Series 65 credential and has six years of industry experience. Before joining Maslow Wealth Advisors, she worked at Magnify Capital and Enclave Advisors, LLC. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process emphasizing a core passive and satellite active mix, tax-aware positioning, and portfolio rebalancing, and it serves as an investment sub-advisor to several pooled and insurance-dedicated funds.

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.

Michael Quigley is a financial advisor at Beck Capital Management LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at James Wendlandt and Northwestern Mutual, as well as brief work outside financial services. Beck Capital Management LLC manages discretionary portfolios and offers integrated financial planning and asset management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a macro-driven investment process using institutional-grade research and a diversified product mix, including alternative and privately subscribed investments.

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.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Justin Simmons is a financial advisor with Beck Capital Management LLC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Beck Capital since 2009 and is also involved with RBI Austin Charity. Simmons operates a personal insurance agency as a sole proprietor, selling fixed insurance and annuities. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million in assets. The firm employs an active, macro-driven investment process with sector rotation and integrates financial planning into its advisory services.

Courtney Bechtol is a financial advisor at Oxbow Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Oxbow Advisors since 2011. Outside of her advisory role, she serves as treasurer for Foster Angels of South Texas, a nonprofit focused on improving the lives of children in foster care. Oxbow Advisors provides discretionary portfolio management, financial planning, corporate retirement consulting, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm’s investment process incorporates fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, liquidity, and tax considerations.

Christopher Happ is a financial advisor with Capital Creek Partners in Austin, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at One Day Capital. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management, family-office services, and access to both public and private investments. The firm uses a due diligence-driven, holistic investment approach that incorporates third-party managers, pooled vehicles, and negotiated private-market opportunities.

Cesar Adame is a Series 65 licensed financial advisor with two years of industry experience. He is currently with VCI Wealth Management LLC and previously worked at FEFA Asset Management LLC. Prior to his financial services career, he operated a kitchen and bath remodeling business for 14 years. Additionally, Adame is an insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs, and offers estate-planning assistance through third-party providers.