Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. 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 strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with two years of industry experience. She has worked at Alpha Capital Management since 2023 following a decade as a student. Alpha Capital Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a quantitative, optimization-based investment process focused on downside protection and offers portfolios that may include small- and mid-cap equities and various fixed-income instruments.

John Toungate is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Austin Wealth Management, LLC since 2019 and previously was affiliated with UBS Financial Services and Triad Advisors LLC. Austin Wealth Management, LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed investment approach and serves both retail clients and institutional accounts, including ERISA fiduciary roles and sub-advisory services.

Kevin Wade is a financial advisor at Centennial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Centennial Advisors since 2018, following two years at Centennial Wealth Advisory, LLC. Outside of his advisory role, he serves as an official for high school sports with the Texas Association of Sports Officials. Centennial Advisors provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients' goals and risk tolerance while offering discretionary management and access to a range of investment products.

Juan Garces is a financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 2002. He holds a Series 63 designation and acts as president and controlling shareholder of 57 West Capital Holdings, Inc., where he oversees business activities, asset allocation, and strategy. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients. The firm emphasizes long-term equity ownership using a proprietary selection and valuation process and maintains an international orientation with offshore affiliates and a notable non-U.S. client presence.

Lafe Blobaum is a CFP® professional at Richard P. Slaughter Associates, Inc. in Austin, TX, with six years of industry experience. He has been with Richard P. Slaughter Associates since 2019 and previously worked as a self-employed advisor and in the media production industry. 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 other businesses. The firm uses active asset management combined with comprehensive financial planning and a range of strategies including fundamental and technical analysis, manager selection, and options writing.

Jeffrey Rossmann II is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 65 credential. He has one year of industry experience and prior work history including positions at Eddie V's and Onward Roofing. Outside of his advisory role, he is also licensed as an insurance agent with CA Financial, an insurance agency affiliated with his firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering access to a range of investment products and discretionary portfolio management.

Christopher Larson is a financial advisor at Centennial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Centennial Advisors since 2023. Prior to that, he operated his own advisory practice and has experience with Texas State University, Austin Aquarium, and ASEA Global. Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, with individualized Investment Policy Statements and discretionary account management.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.

Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.

Harry Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1987. He serves as a director and chairman of the board for Brookshire Brothers Ltd, a grocery store chain, where he participates in corporate oversight including financial and compensation committees. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, utilizing model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process.

Anna Bell Gall is a financial advisor at Austin Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has a background that includes roles at The University of Texas at Austin’s Energy Institute and LBJ School of Public Affairs. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including ERISA fiduciary roles and sub-advisory services.

Chad Karnes is a financial advisor at Shadowridge Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at IronBridge Private Wealth, LLC and 9 Gauge Partners. Outside of advisory work, Karnes serves as a Visiting Professor of the Practice at Texas A&M University’s Mays College of Business, where he teaches Microsoft Excel and finance topics. Shadowridge Asset Management is a fee-only firm that offers discretionary asset management, financial planning, and consulting services to individuals, institutional clients, and other advisors. The firm uses a customized investment process combining fundamental, technical, and cyclical analysis and incorporates a range of investment vehicles, while also providing access to sub-advisory arrangements and affiliated private investment products.

Anthony Taylor is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Oakwell Private Wealth Management since 2020. Prior to his advisory role, he worked at Cintas and attended Texas State University. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to various investment products through affiliates. The firm employs a discretionary investment approach guided by Investment Policy Statements and integrates fundamental, technical, and cyclical analysis in its portfolio management.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is affiliated with Boyce & Associates Wealth Consulting, Inc. and has held roles at firms including Hester Capital Management and Merrill. Outside of financial advising, Boyce is involved in several business ventures including a business consulting firm, a liquidation resale business, a co-working facility, and media and education technology enterprises. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations with asset management, financial planning, and specialized services such as retirement plan consulting and business valuations. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of analytical approaches and offering both discretionary and non-discretionary management.

Alexis Garza is a CFP® professional with six years of industry experience, currently serving at Austin Asset since 2023. Prior to this, Garza worked at Charles Schwab and TD Ameritrade. Garza is a council member of the CFP Board, contributing as a subject matter expert to the development and administration of the CFP® exam. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Trevor Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Rps Retirement Plan Advisors and Keen Wealth Advisors, as well as public sector roles with the State of Kansas and educational institutions. 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 employs active asset management combined with comprehensive financial planning and offers a range of investment strategies and educational programming.

James Sherrard is a CFP®, CFA®, and Series 65 licensed financial advisor with 14 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc. and has held roles at the firm since 2015, in addition to prior experience at Strategic Investment Management. 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 employs active asset management combined with comprehensive planning, utilizing a range of strategies including fundamental and technical analysis, options writing, and manager selection across discretionary and nondiscretionary accounts.