April Busby is a CFP® and PFS™ with four years of industry experience, currently serving at Pioneer Wealth Management Group since 2021. Prior to joining Pioneer, she worked at Karisha and spent several years at The Long Center for the Performing Arts and The University of Texas at Austin. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily constructed using ETFs and mutual funds. The firm provides a range of engagement options including subscription advisory services and consulting for workplace retirement plans.

Barry Brauchi is a CFP® and Series 66 designated advisor with 22 years of industry experience. He is currently with Oxbow Advisors, LLC in Austin, TX, where he has worked since 2016 alongside his role at Herndon Plant Oakley Ltd. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm’s investment process focuses on undervalued equities and asset allocation using macroeconomic, fundamental, technical, and sector analysis, employing a range of strategies including Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.

Lauren Podnos is a financial advisor with Wealth Care LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her work history includes roles at HB Wealth Management, Schnall Advisory Services, TIAA-CREF, and Learnvest Planning Services. Wealth Care LLC provides confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm employs a strategic asset-allocation, core-and-satellite approach focused on passively managed index funds and ETFs with selective active management, managing approximately $668 million in assets with a compact advisory team.

David Featherston is a financial advisor at Shadowridge Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Whitley and Siddons, Inc. since 2022. Outside of advising, he also works as a CPA Consultant in Austin, TX. 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, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to implement various investment strategies and offers services such as direct portfolio management, fixed-fee financial plans, and sub-advisory arrangements.

James Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, with 31 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he writes fixed life insurance, equity-indexed annuities, long-term care insurance, and fixed annuities through various insurance companies. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment approach that utilizes sector rotation and combines fundamental, technical, and cyclical analysis, offering integrated financial planning and asset management across a broad range of securities.

Robert Harrell is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.

Alexandra Russell is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 credentials with nine years of industry experience. She previously worked at UBS from 2015 to 2019 before joining Maslow Wealth in 2021. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process incorporating both passive and active strategies, emphasizing tax-aware positioning and rebalancing, and is notable for its role as a sub-advisor to private funds included in client assets under management.

James Brilliant is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1987. 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 tailored investment solutions across multiple risk profiles using a combination of mutual funds, ETFs, stocks, and bonds.

Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.

Carter Bajoit is an advisor at Eltekon Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Eltekon Advisors, he was briefly employed at Traditions Club and has a background as a student through 2020. Eltekon Advisors serves individuals, employee benefit plans, trusts, and corporate clients by providing investment advice and planning, discretionary portfolio management, and a range of financial planning and real estate advisory services. The firm employs a team-based investment-office approach, utilizing fundamental and technical analysis along with public and private market allocations.

Preston Weaver is a CFP® professional with five years of industry experience, currently serving at Dew Wealth Management since 2022. His prior roles include positions at Ironoak Wealth LLC and Rembrandt Financial Group, among others. He also serves as treasurer for a homeowners association in Austin, managing the association's finances. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with other client professionals as part of its comprehensive service approach.

Arnold Van Den Berg is a financial advisor with Century Management Financial Advisors in Austin, TX, holding 27 years of industry experience. He has been associated with Van Den Berg Management I, Inc., doing business as Century Management, since 1974. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment strategies across defined risk profiles using a combination of mutual funds, ETFs, individual stocks, and bonds, and it also manages its own mutual fund series while providing portfolio management for investment companies.

Daniel Martinez is a financial advisor at ENZI Wealth in Austin, TX, holding a Series 65 designation. He has been with the firm since 2022 and has no prior industry experience. Before joining ENZI Wealth, his work history includes roles at several country clubs and time as a student. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a variety of analytical methods and strategies, including active management of held-away retirement accounts through a connectivity platform.

Melissa Fleming is a CFP® with 23 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2022 and previously held roles at Allstate Financial Services and Conway Insurance Agency. Fleming is based in Austin, TX, and holds Series 63 and Series 66 licenses. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.

Chance Finucane is a CFA® charterholder and financial advisor at Oxbow Advisors, LLC in Austin, TX, with seven years of industry experience. He has worked at Oxbow Advisors since 2017 and previously at Institutional Capital, LLC from 2011 to 2017. 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, long-term growth, multi-cap, and income-focused approaches.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, Ltd. based in Austin, TX. He has been with the firm since 2014, serving as an advisor for five years. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program and employs fundamental and technical analysis across various asset classes, maintaining policies on discretionary authority and AI tool use.

John Dixon is a CFP® professional with 24 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., operating as Century Management, since 2001. Based in Austin, TX, he holds Series 63 and Series 65 licenses. 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 services including sub-advisory arrangements and ERISA 3(38) retirement plan services, employing a risk-profile-based investment approach tailored to client objectives.

James Diorio Jr. is a Series 65 licensed advisor at Blue Square Asset Management, LLC with one year of experience at the firm. He is also the CEO of TradeCraft Capital, a separate entity, where he spends approximately ten hours per week. His prior experience includes roles at Porphyry, LLC and Dial800. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and monitoring for private funds. The firm employs a proprietary Dynamic Cash Allocation® process to manage exposures across multiple asset classes and provides specialized digital asset strategies through its affiliated entities.

John Martin is a CFP® with 22 years of industry experience, currently serving as an advisor at DAI Wealth, LLC. His prior roles include positions at DAI Securities, LLC, SAGEPOINT FINANCIAL, and National Planning Holdings. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutional clients, and various organizations. The firm combines advisor-led customization with third-party model platforms and provides a range of investment management and advisory services.

Andrew Stewart is a financial advisor at Sarasin Asset Management Limited with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sarasin since 2015. In addition to his advisory role, Stewart serves as a consultant for an international trust company, focusing on marketing and professional intermediaries. Sarasin Asset Management Limited provides discretionary investment management primarily for high-net-worth individuals, charities, and similar entities. The firm emphasizes long-term thematic investing, dynamic asset allocation, and active credit analysis within a global investment strategy.