Trisha Adame is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management LLC. Outside of her advisory role, she is a licensed insurance agent through FEFA Advisors LLC and sells insurance products. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, emphasizing equities and ETFs tailored to client risk profiles.

Richard Bennett is a PFS™ credentialed advisor with 25 years of experience, currently serving at Maslow Wealth Advisors since 2014. He is based in Austin, TX. Bennett holds passive investments in local investment companies but has no active management roles outside his advisory work. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, and other entities. The firm employs a top-down investment process with a core-satellite approach, emphasizes tax-aware positioning and rebalancing, and serves as sub-advisor to private and insurance-dedicated funds included in client assets under management.

Stephen Levy is a financial advisor at Birdrock Wealth in Austin, TX, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Bird Rock Asset Management since 2006. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, and retirement plans. The firm employs a value-oriented, bottom-up investment approach focused on equity strategies and tactical ETF-based asset allocation, offering both discretionary portfolio management and financial planning services.

Alexander Kochanasz is a CFP® professional with one year of industry experience, currently with Gannett Wealth Advisors in Austin, TX. His prior experience includes six years at CFGI and two years at KPMG. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, employing a blend of passive and active investment strategies with discretionary portfolio management and crypto-related planning where relevant.

Anthony Guzman is a CFP® with five years of industry experience, currently serving at Pioneer Wealth Management Group since 2020. His prior roles include work at Lucien, Stirling & Gray and Dallas Independent School District. Outside of advisory work, he is involved with Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily using ETFs and mutual funds. The firm offers a range of engagement models, including subscription advisory services and consulting for workplace retirement plans.

Gwen Henson is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. She has been with IronBridge Private Wealth, LLC since 2017 and previously worked at Wells Fargo Clearing, Zions Capital Advisors, Zions Direct, LPL Financial, and Waddell & Reed. IronBridge Private Wealth serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client goals using a range of investment vehicles.

Samantha Gorny is a financial advisor at Austin Asset with three years of industry experience. She holds a Series 65 credential and has worked in various roles prior to joining Austin Asset, including positions at All Web Leads, New York University, and Union Square Hospitality Group. Austin Asset offers discretionary wealth management and comprehensive financial planning services to a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes an asset-allocation framework supported by a monthly Investment Policy Committee of CERTIFIED FINANCIAL PLANNER™ practitioners and provides specialized consulting services such as expert witness work on estate and retirement planning.

Jeffrey Lucado is a CFA® and CIC credentialed financial advisor with 23 years of experience. He has been with Terry McDaniel & Company in Austin, TX since 1992. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and constructs portfolios tailored to each client’s financial and tax situation, managing approximately $1.78 billion in assets across seven advisors.

Victoria Burress is a CFP®-certified financial advisor at Greenup Wealth with eight years of industry experience. She previously worked at Austin Asset and Charles Schwab before joining Greenup Street Wealth Management in 2025. Greenup Street Wealth Management provides portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm employs diverse analytical methods and a range of investment strategies, including long-term and short-term approaches, and offers services such as tax-efficient asset location and access to third-party advisers.

Michael Miller is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments, Petty Group LLP, and Sendero Wealth Management. He also serves as an uncompensated advisory board member for Treaty Oak Equity LLC, contributing advice and facilitating connections on a quarterly basis. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, providing wealth management, family-office services, and access to public and private investments. The firm employs a due diligence-driven, holistic investment approach that emphasizes third-party managers, sponsored pooled vehicles, and negotiated private-market access to create tailored portfolios.

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.

Jana Hovey is a CFP® professional with Series 65 and Series 63 licenses, currently with Richard P. Slaughter Associates, Inc. in Austin, TX. She has 15 years of industry experience and has been with the firm since 2001. 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 a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

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 at Shadowridge Asset Management, LLC, with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Capital Analysts, K.W. Gutshall & Associates, Lincoln Investment Planning, Inc., and Securian Financial Services, Inc. Outside of his advisory role, he serves as an elder and Stewardship Chair at Wimberley Presbyterian Church. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting services to individuals, institutions, and other advisors. The firm employs a customized investment process using fundamental, technical, and cyclical analysis, and integrates multiple asset types including mutual funds, ETFs, and options.

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® with 11 years of industry experience. She is currently with Whitwell Advisors, where she has been since 2024. Her prior experience includes roles at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory work, she serves as Membership Director for the nonprofit organization Lantana Ladies Leagues. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries. The firm typically manages accounts on a discretionary basis using defined strategies that incorporate ETFs and selective equities, with customization options for larger accounts.

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.