Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.

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 holds a Series 65 designation and previously worked at White Tiger Capital, LLC for five years. Outside of his advisory role, he serves as a property manager for a San Antonio-based real estate business. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm employs a research-driven investment process using diversified model portfolios combined with fundamental, technical, and cyclical analysis, and manages over $1 billion in client assets without a formal account minimum.

Jason Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Centennial Advisors, LLC since 2024. He previously worked at Raymond James & Associates for six years and spent seven years at Allergan. Outside of his advisory role, he volunteers as a leader in a children's ministry at Kids Outdoor Zone in Smithville, TX. Centennial Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as 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 discretionary portfolio management and access to a range of investment products.

Sophie Brooks Ames is a CFP® with 12 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC. Her previous roles include positions at Northern Lights Distributors, LLC, Sage Advisory Services, Ltd Co., and AXA Advisors, LLC. She holds the Series 66 designation and works out of Austin, TX. Meridian Wealth Advisors, LLC is an SEC-registered firm that provides comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages approximately $1.45 billion through a team of nine advisors, employing a disciplined investment approach that integrates fundamental analysis, modern portfolio theory, and risk management across a diverse range of instruments.

Jonesy Chauvot is a financial advisor with Hill Investment Group in Austin, TX, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining the firm, Jonesy worked at Dimensional Fund Advisors for six years and spent time as a nanny. Outside of finance, Jonesy owns and operates a photography business specializing in graduation and engagement photos. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm follows a long-term, rules-based investment approach primarily using diversified mutual funds and ETFs and manages proprietary ETFs alongside offering specialty strategies and access to various financial solutions.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. 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 investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Jonas Mioen Dahlstrom is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding Series 66 and Series 63 designations with six years of industry experience. His prior roles include positions at 49 Wealth Management and Purshe Kaplan Sterling Investments. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a range of investment strategies based on macroeconomic, fundamental, technical, and sector analysis, managing client portfolios on a discretionary basis.

Colin Higgins is a CFP® with one year of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. His background includes roles at the firm since 2023, as well as earlier experience in education and customer service. 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 and uses a range of strategies including manager selection and options trading.

Paul Lueb Jr. is a CFP® professional with 18 years of experience at Maslow Wealth Advisors in Austin, TX. He has been with the firm since 2008. Outside of his advisory role, he manages investment interests in a whiskey distillery through 13-4 Whiskey D LLC and provides information to passive investors in related entities. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services, serving individuals, trusts, estates, foundations, pension plans, and organizations. The firm employs a documented Investment Policy Statement-driven approach, combining passive core strategies with active satellite allocations, and oversees client portfolios that include public and private equities, fixed income, real assets, and alternatives.

Jeffrey Socha is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Ark Financial Group and Central Wealth Management. He is also the owner of Socha Consulting, which provides investment advising, financial planning, tax planning, and business consulting. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a multi-strategy investment process focused on long-term trading and provides both discretionary and non-discretionary management through a nine-person advisory team.

Rebekah Havlinek is a Series 66-licensed financial advisor at Hampton Rock Wealth Management with three years of industry experience. She previously worked at Dimensional Fund Advisors and has a background that includes roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is a five-advisor SEC-registered firm serving high-net-worth individuals, trusts, estates, and institutional retirement plans. The firm offers customized investment programs using a combination of fundamental, quantitative, and modern portfolio theory approaches, along with consultative financial planning and estate-planning assistance.

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.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

James Alders is a CFP® professional with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior experience includes roles at Equitable Advisors and AXA Advisors, as well as a brief tenure at Wal-Mart Inc. He is also the executor for his father-in-law's trust and serves as a treasurer in another capacity. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm emphasizes customized investment policies and asset allocation, along with a broad range of planning services including business, succession, and special-needs planning.

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 Wealth Partners with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Rembrandt Financial Group and J.P. Morgan Wealth Management. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm offers customized investment policies, cash-management solutions, and access to third-party managers and turnkey asset management platforms.