Jamie Ileks is a CFP® professional with 13 years of experience at Austin Asset, where he has worked since 2007. He is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary wealth management, comprehensive wealth planning, and consulting services. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Daniel Mesta is a CFP® professional at Centennial Advisors, LLC in Austin, TX, with one year of industry experience. Prior to joining the firm, he worked in customer service roles at Chick-fil-A and Great American Cookies. Centennial Advisors provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm emphasizes fundamental analysis and long-term investment strategies, delivering personalized Investment Policy Statements and discretionary account management.

Brent Beesley is a financial advisor at Eltekon Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eltekon Advisors and its related entity, Eltekon Financial, LLC, since 2002. Outside of advising, Beesley is an insurance broker for Eltekon Insurance Agency and the founder of El Toro Carmesi, LLC, which operates Fit4U. Eltekon Advisors serves individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management and a range of financial planning, family-office, retirement-plan consulting, and real estate advisory services. The firm uses a team-based approach to construct customized portfolios incorporating both public and private market allocations and provides additional services such as real estate asset management and insurance offerings.

Charles Novy is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been with Eltekon Advisors since 2024 and previously was a student. Eltekon Advisors provides investment advice and planning to individuals, high-net-worth clients, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio construction using fundamental and technical analysis alongside a mix of public and private market allocations, and offers a range of services including discretionary portfolio management, family-office support, retirement-plan consulting, and specialized real estate advisory and finance.

Christina Borger is a financial advisor with Birdrock Wealth in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Birdrock Asset Management since 2006. BirdRock Wealth advises individuals, high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors, using a value-oriented investment approach that combines fundamental research with quantitative screening across equity strategies and tactical ETF allocations.

Elizabeth Torres is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 66 designation with 17 years of industry experience. She has worked at Centennial Advisors since 2018 and previously at Centennial Wealth Advisory LLC, Global Financial Private Capital, LLC, and Capstar Financial LLC. Centennial Advisors 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 discretionary portfolio management and access to a range of investment products.

Laura Redfern is a CFP® professional with 19 years of industry experience, currently serving at Shadowridge Asset Management, LLC. She has worked at Shadowridge since 2013 and previously held roles at Lincoln Investment and Texas Restaurant Group/Panera Bread. Outside of her advisory work, she is the owner and managing member of Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management, LLC is a fee-only advisory firm offering discretionary asset management, fixed-fee financial planning, and consulting services to individuals, institutions, and other advisors. The firm employs a customized, discretionary investment process utilizing fundamental, technical, and cyclical analysis across a variety of investment vehicles and may engage sub-advisors and private investment vehicles as part of its approach.

Christian Hudspeth is a CFP® professional with five years of experience at FMP Wealth Advisers in Austin, TX. His previous roles include positions at Jackson Hewitt Tax Service, self-employment, and World First USA. FMP Wealth Advisers is a fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services.

Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes model asset-allocation portfolios and separately managed accounts through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management and financial planning alongside specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial consulting, utilizing a portfolio management approach informed by Modern Portfolio Theory and various analytical methods.

Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.

Meredith Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. She has been with the firm since 1998, which has a team of seven advisors. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research conducted by CFA-qualified staff, managing portfolios tailored to individual client circumstances with a focus on low turnover equity holdings and investment-grade fixed income.

Aaron Soderberg is a financial advisor at BirdRock Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ndx Trading, Inc. since 2002. Outside of advising, he serves as director and secretary of Portable Securities of MN, Inc., a company that rents storage containers to consumers and businesses. BirdRock Wealth advises individual and high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and non-discretionary portfolio management, emphasizing value-oriented, bottom-up fundamental research combined with quantitative screening and proprietary metrics.

Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.

Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, offering negotiable performance-based fee arrangements for eligible clients.

Shannon Pitcher is a financial advisor at Terry McDaniel & Company in Austin, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Terry McDaniel & Company since 2019, following a decade at Integra Asset Advisors, LLC. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations, managing approximately $1.78 billion in assets across seven advisors. The firm emphasizes bottom-up fundamental research, with equity portfolios typically holding about 25 individual positions and fixed income allocations tailored to clients’ tax status and risk tolerance.

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

William Keenan is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Banc Of America Investment Services, Inc. Keenan co-owns a rental property with his spouse but does not dedicate time to this activity. IronBridge Private Wealth serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm manages approximately $380 million across 160 client relationships through customized investment plans and portfolio management tailored to individual goals and risk tolerances.

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

Thomas Eveslage is a financial advisor with B.B. Graham & Company, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with B.B. Graham & Co. since 2008. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, comprehensive financial planning, retirement plan consulting, and access to third-party portfolio programs.