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.

Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.

Eric Dolin is a financial advisor at Forefront with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Wealth Management and Rembrandt Financial Group. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, using customized portfolios and a multi-advisor structure across numerous offices.

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.

Natalie Picha is a financial advisor at RHP Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. Outside of her advisory role, she is a 60% owner of Darrell Picha Creative, a branding and creative consulting business, and volunteers as a financial education instructor for Women’s Wealth Now. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, and businesses, offering wealth management services with a focus on diversified, tax-aware asset allocation and behavioral considerations.

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.

Michael Berger is a financial advisor at Optas, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optas since 2019, following roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical approaches and integrates investment management with in-house tax preparation and estate-planning support, managing approximately $741 million in discretionary assets as of the end of 2024.

Dilda Dalvi is a financial advisor with Harrell Investment Partners, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Live Oak Investment Partners, Cantella & Co., Inc., and Raymond James Financial Services in various capacities. Dalvi also serves as a FINRA position/dispute resolution arbitrator, reviewing cases and making decisions on disputes. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a comprehensive client process and combines multiple analytical approaches to build portfolios primarily intended for the long term, with ongoing monitoring and periodic formal reviews.

Scott O'Brien is a CFP® with 17 years of experience in financial advising. He has been with WorthPointe, LLC since 2013 and previously worked at Constitution Wealth LLC from 2023 to 2025. WorthPointe provides discretionary portfolio management and financial consulting services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios implemented mainly through mutual funds and ETFs.

Marc Hixson is a financial advisor at FMP Wealth Advisers in Austin, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with Financial Management Professionals, Inc. since 1998. FMP Wealth Advisers provides financial planning and investment management services 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, operating on a fee-only basis and serving approximately 700 clients with around $1.13 billion in assets under management.

Sean Tuohy is a financial advisor at Caldwell Sutter Capital, Inc. in Austin, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked for SWBC Investment Company and SWBC Investment Services LLC for nine years. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

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.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017, following a brief tenure at AFlac and ten years in education. Guilbeau is also an insurance agent affiliated with Eltekon Insurance Agency, LLC. Eltekon Advisors provides investment advice and planning to individuals—including high-net-worth clients—employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios employing fundamental and technical analysis, independent research, and a combination of public and private market allocations.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

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.

Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.

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.