Carl Stuart is a financial advisor with Stuart Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at GLG (Gerson Lehman Group Inc) and Raymond James Financial Services, Inc. He has operated his own advisory firm since 1997. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, government entities, and corporations. The firm’s long-term, fundamentally driven investment approach emphasizes customized portfolios of low-cost mutual funds and ETFs, with ongoing monitoring and rebalancing conducted through client-designated custodians.

Elizabeth Richards is a CFP® professional with 12 years of industry experience. She has been with Maslow Wealth Advisors since 2016, contributing to the firm’s services from its formation as Durbin Bennett Private Wealth Management. Maslow Wealth Advisors offers investment advisory and financial planning services to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing and tax-aware positioning.

William Kruger is a financial advisor at YCG, LLC in Austin, TX, holding a Series 66 designation with 20 years of industry experience. He has been with YCG since 2012, working within a two-advisor team. YCG provides discretionary portfolio management to individuals, investment advisers, trusts, institutions, and a mutual fund, employing a bottom-up, concentrated equity approach focused on businesses with enduring pricing power and long-term compounding potential. The firm manages over $1.5 billion in discretionary assets and utilizes options and margin strategies as part of its investment process.

Christopher Cyndecki is a CFP® and CFA® with 12 years of industry experience. He has been with Pioneer Wealth Management Group since 2011. He is a 50% owner of Cyntennial Ventures LLC, an entity formed as a personal private equity investment vehicle that is currently inactive. 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 constructed with ETFs and mutual funds. The firm offers various engagement models and also provides pension consulting and workplace retirement plan services.

David Dodson is a CFP® and CFA® with 22 years of industry experience. He is currently with Hampton Rock Wealth Management, where he has worked since 2024. His prior experience includes roles at Oppenheimer & Co. and BB&T entities. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, employing a combination of fundamental, quantitative, and modern portfolio theory analyses to construct tailored portfolios.

Jamie Smith is a financial advisor at First Financial Coaching, Inc. with 13 years of industry experience. He previously worked at Wealth Strategies, Inc. for 15 years and spent one year at Osaic Wealth, Inc. Outside of his advisory role, he is the director of the Lonestar Softball Club, a travel softball organization, and owns a brand and podcast content creation business called Common Cents. 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 primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

Angela Smith is a financial advisor at Maslow Wealth Advisors in Austin, TX, with 16 years of industry experience. She holds the CFP® designation and has worked at Maslow since 2017, following prior roles at Snow Garrett Wealth Management and LPL Financial. Maslow Wealth Advisors provides investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, and institutions. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on tax-aware positioning and rebalancing.

Jay Gokhale is a Certified Financial Planner® with eight years of industry experience. He is currently with Maslow Wealth Advisors in Austin, TX, where he has worked since 2022 following positions at BBR Partners, LLC and Redbud Advisors. His background includes roles at Capital Group Companies and The University of Texas at Austin. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm utilizes a top-down investment process guided by personalized Investment Policy Statements, blending passive and active strategies and managing portfolios that may include public and private equities, fixed income, real assets, and alternatives.

Shannon Wardlaw is a CFP® professional with four years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2021. Prior to joining Hamilton Point, she worked briefly at Stone Wealth Management and spent several years as a homemaker. Hamilton Point Investment Advisors provides discretionary investment and wealth management services to individual and institutional clients, typically managing accounts of $1 million or more. The firm employs a fundamentally driven, hybrid investment approach combining individual securities, mutual funds, ETFs, and alternative investments, and is notable for producing its own client reporting, offering educational seminars, and using derivatives and leverage in select strategies.

Nicole Renaux is a CFP® professional at Pioneer Wealth Management Group in Austin, TX, with eight years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2019 and was involved with Black Star Co-op from 2011 to 2017. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, as well as pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused allocations, and offers multiple engagement models including subscription advisory services and wealth-planning options.

Lindsey Stuart is a financial advisor at Stuart Investment Advisors, Inc. in Austin, TX, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked for the Austin Independent School District for nine years. Stuart Investment Advisors provides discretionary and non-discretionary investment management and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, charitable organizations, and corporate entities. The firm employs a long-term, fundamentally driven investment approach, utilizing low-cost, diversified mutual funds and ETFs, and offers ERISA fiduciary services with tailored asset allocation and ongoing client engagement.

Gregory Van Wyk is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Austin Asset since 2010. He holds a Series 63 license and is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation as the primary driver of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Anna Bodine is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Harrell Investment Partners, LLC since 2019 and previously held roles at Raymond James & Associates and Equitable Advisors. Harrell Investment Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured four-step client process and employs a variety of analytical methods to build customized portfolios with a generally long-term orientation, supported by an institutional relationship that provides trading and operational advantages.

Mark Okamoto is a financial advisor at Century Management Financial Advisors in Austin, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2006. 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 solutions across multiple risk profiles and manages its own mutual fund series, combining detailed analysis with a variety of implementation methods.

Taylor Bennett is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Maslow, Bennett worked at Durbin Bennett Private Wealth Management and C3 Presents. Maslow Wealth Advisors offers investment advisory and financial planning services to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process, blending passive and active strategies, and serves as a sub-advisor to private funds while managing client portfolios through independent managers.

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.