Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and third-party managers to deliver tailored strategic advice across public and private asset classes.

Christopher Snyder is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Richard P. Slaughter Associates, Inc. since 2018 and prior to that held roles at Charles Schwab Bank and Charles Schwab. He is based in Austin, TX. Richard P. Slaughter Associates, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses through wealth management and financial planning. The firm combines active asset management with comprehensive planning and employs a range of investment strategies, including long- and short-term purchases, options writing, and manager selection, overseeing accounts on both discretionary and nondiscretionary bases.

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. 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 services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC, where he has worked since 2025, and previously held roles at Secfi Advisory Limited, Secfi Securities, LLC, and Dimensional Fund Advisors. Outside of his advisory work, he manages residential rental properties in Austin, Texas. Geometric Wealth Advisors provides wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm follows a long-term, broadly diversified investment approach and maintains a national presence with ten offices.

Joshua Galatzan is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Meridian Wealth Advisors since 2015. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm employs discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and is noted for its use of derivatives and private placement consulting.

William Martinez is a CFP® with eight years of industry experience and currently serves as an advisor at ENZI Wealth in Austin, TX. His prior experience includes roles at Ameriprise Financial Services and Little Collins, as well as positions within various ENZI-affiliated entities. Martinez is the owner of a podcast called Soup of Wall Street, where he discusses topics related to markets, politics, and general information alongside occasional investment commentary. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage client portfolios and offers services that include monitoring held-away assets through third-party platforms.

James Kull is a CFP® and CFA® with 23 years of industry experience. He has been with Cypress Wealth Management, LLC since 2007. Outside of his advisory role, he serves on the boards of several political action committees and nonprofit organizations focused on governance and policy, and he also works as a solo practitioner attorney. Cypress Point Wealth Management primarily serves high-net-worth individuals and families, offering financial planning, discretionary portfolio management, and private fund administration. The firm employs a long-term, low-turnover investment approach centered on broad diversification, tax efficiency, and the use of both traditional and alternative investment vehicles.

Joseph Brandenburg is a CFP® with 13 years of experience in the financial services industry. He currently serves as an advisor at Alongside, LLC, having previously worked at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the president of a homeowners association, where he manages quarterly meetings and maintenance coordination. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.

Daniel Carroll is a CFA® charterholder with six years of industry experience. He has worked at Alliance Private Wealth, LLC since 2025 and previously held roles at Commonwealth Financial Network, Century Management, Century Management Financial Advisors, and OFI Global Institutional, Inc. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a five-advisor team managing approximately $466 million. The firm offers discretionary wealth management, comprehensive and single-topic financial planning, exit planning for business owners, and ERISA 3(21) retirement plan advisory services, focusing on long-term, diversified portfolios supported by fundamental and technical analysis.

Kevin Smith is a financial advisor with Austin Wealth Management, LLC, holding a Series 66 license and 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Triad Advisors LLC, J. W. Cole Advisors, Inc., and Kestra Investment Services, LLC. In addition to his advisory role, he is an independent broker of life, disability, and long-term care insurance. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm employs a systematic, research-informed approach to portfolio construction and also serves institutional clients with ERISA fiduciary roles and sub-advisory services.

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 Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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.

Samantha Gorny is a financial advisor at Austin Asset with a Series 65 designation and two years of industry experience. She has worked at Austin Asset since 2021 and has prior experience in digital marketing and hospitality. Austin Asset serves a diverse client base including 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, guided by a CFP-led Investment Policy Committee.

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.