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.

Robert Gauntt is a financial advisor at Capital Creek Partners in Austin, TX, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at the Teachers Retirement System of Texas, The University of Texas, and Citigroup. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that relies on third-party managers and negotiated private-market access to create tailored portfolios.

Pamela Janysek is a financial advisor at Capital Creek Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing tailored wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach, focusing on third-party managers and private-market opportunities.

Ann Nowell is a financial advisor with Richard P. Slaughter Associates, Inc. in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She has been with the firm since 2004. 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 combines active asset management with comprehensive planning, employing fundamental and technical analysis, manager selection, and a range of investment strategies including options and short selling.

Kevin Tiernan is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Dimensional Fund Advisors LP for seven years before joining Maslow Wealth Advisors, where he has been since 2022. Outside of advising, he is an equity owner of a software company and is involved in overseeing its sales initiatives. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, trusts, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing and tax-aware positioning, and it serves as a sub-advisor to certain private funds.

Kacie Swartz is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a registered investment adviser managing approximately $164.6 million for about 152 clients through a five-advisor team. The firm offers discretionary asset management and financial planning services, using a combination of fundamental and technical analysis across various asset types and incorporates client ESG preferences into portfolios.

Dilda Dalvi is a financial advisor with Harrell Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior experience includes roles at SP Securities LLC, Cantella & Co., Inc., Live Oak Investment Partners, LLC, and Raymond James Financial Services. She also serves as a FINRA Dispute Resolution Arbitrator, reviewing and deciding on cases outside of trading hours. Harrell Investment Partners manages approximately $662 million for individual investors, high-net-worth clients, and charitable organizations, offering discretionary and non-discretionary investment management along with financial planning and retirement rollover services. The firm follows a four-step client process and employs a range of analytical methods with a long-term investment orientation.

Miguel Kane is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at dbt Labs, Ignite Media / GrowthLane, Paycom, CrowdStrike Holdings, Inc., PricewaterhouseCooper (PwC), EAE Business School, and Texas A&M University. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and institutions. The firm employs a top-down investment process combining passive and active strategies, offers access to private deals and pooled funds, and serves as a sub-advisor to private funds, incorporating these positions into client assets under management without separate advisory fees.

John Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. He has been with the firm since 1998. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and structures portfolios individually based on clients’ financial situations, managing approximately $1.78 billion in assets across seven advisors.

Alfred Frey III is a CFP® and PFS™ with 24 years of industry experience, currently serving at Maslow Wealth Advisors. He previously worked at ML & R Wealth Management, LLC and Maxwell Locke & Ritter LLP for over two decades. In addition to his advisory role, he is the owner of Fred Frey CPA, LLC, providing tax compliance services. Maslow Wealth Advisors offers investment advisory services, financial planning, and consulting to a broad client base including high-net-worth individuals, institutions, and foundations. The firm employs a top-down investment approach combining passive and active strategies, with oversight from an internal investment committee, and is known for acting as a sub-advisor to private funds integrated into client portfolios.

Dewitte Derks is an advisor at 57 West Capital Advisors, Inc. in Austin, TX. He has prior experience working with Symphony Mediation and Symphony Builders. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm manages concentrated portfolios of individual company shares and employs a long-term, buy-and-hold equity strategy, using a proprietary selection process and selectively employing options and margin.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Zachariah Wood is a Series 65-licensed advisor at ENZI Wealth with one year of industry experience. His prior roles include positions at Candor and Paycom, as well as work with Northwest Community Church and Texas A&M University. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to manage portfolios, including held-away assets, and offers tax and lending services through affiliated entities and referral arrangements.

David Lowe is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Austin Wealth Management, LLC since 2021. He has worked at Hill Country Publishing Co., Inc. since 2007. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as a fiduciary for employer retirement plans.

William Wike is a CFP® professional with 13 years of industry experience, currently serving at Austin Asset Management Co. since 2012. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates comprehensive wealth planning with discretionary portfolio management, emphasizing asset allocation and utilizing a CFP®-led Investment Policy Committee to guide its investment approach.

Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.

Carl Stuart is a financial advisor with Stuart Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at GLG (Gerson Lehman Group Inc) and Raymond James Financial Services, Inc. He has operated his own advisory firm since 1997. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, government entities, and corporations. The firm’s long-term, fundamentally driven investment approach emphasizes customized portfolios of low-cost mutual funds and ETFs, with ongoing monitoring and rebalancing conducted through client-designated custodians.

Elizabeth Richards is a CFP®-certified financial advisor with 13 years of industry experience. She has worked with Maslow Wealth Advisors since 2016 and previously held positions at Kestra Advisory and Kestra Investment Services. Richards is based in Austin, TX. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a disciplined, top-down investment process combining passive core strategies with active satellite management and serves as a sub-advisor to private and insurance-dedicated funds.