Pamela Janysek is a financial advisor at Capital Creek Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. 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 offering tailored strategic advice across public and private asset classes.

Ann Nowell is a financial advisor with Richard P. Slaughter Associates, Inc. in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She has been with the firm since 2004. 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 combines active asset management with comprehensive planning, employing fundamental and technical analysis, manager selection, and a range of investment strategies including options and short selling.

Kevin Tiernan is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Dimensional Fund Advisors LP for seven years before joining Maslow Wealth Advisors, where he has been since 2022. Outside of advising, he is an equity owner of a software company and is involved in overseeing its sales initiatives. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, trusts, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing and tax-aware positioning, and it serves as a sub-advisor to certain private funds.

Kacie Swartz is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a five-advisor team managing approximately $164.6 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary asset management and financial planning services, employing a combination of fundamental and technical analysis and incorporating client ESG preferences.

Michael Berger is a financial advisor at Optas, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optas since 2019, following roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical approaches and integrates investment management with in-house tax preparation and estate-planning support, managing approximately $741 million in discretionary assets as of the end of 2024.

Dilda Dalvi is a financial advisor with Harrell Investment Partners, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Live Oak Investment Partners, Cantella & Co., Inc., and Raymond James Financial Services in various capacities. Dalvi also serves as a FINRA position/dispute resolution arbitrator, reviewing cases and making decisions on disputes. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a comprehensive client process and combines multiple analytical approaches to build portfolios primarily intended for the long term, with ongoing monitoring and periodic formal reviews.

Scott O'Brien is a CFP® with 17 years of experience in financial advising. He has been with WorthPointe, LLC since 2013 and previously worked at Constitution Wealth LLC from 2023 to 2025. WorthPointe provides discretionary portfolio management and financial consulting services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios implemented mainly through mutual funds and ETFs.

Marc Hixson is a financial advisor at FMP Wealth Advisers in Austin, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with Financial Management Professionals, Inc. since 1998. 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 uses model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis and serving approximately 700 clients with around $1.13 billion in assets under management.

Sean Tuohy is a financial advisor at Caldwell Sutter Capital, Inc. in Austin, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked for SWBC Investment Company and SWBC Investment Services LLC for nine years. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

John Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. He has been with the firm since 1998. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and structures portfolios individually based on clients’ financial situations, managing approximately $1.78 billion in assets across seven advisors.

Alfred Frey III is a CFP® and PFS™ with 24 years of industry experience, currently serving at Maslow Wealth Advisors. He previously worked at ML & R Wealth Management, LLC and Maxwell Locke & Ritter LLP for over two decades. In addition to his advisory role, he is the owner of Fred Frey CPA, LLC, providing tax compliance services. Maslow Wealth Advisors offers investment advisory services, financial planning, and consulting to a broad client base including high-net-worth individuals, institutions, and foundations. The firm employs a top-down investment approach combining passive and active strategies, with oversight from an internal investment committee, and is known for acting as a sub-advisor to private funds integrated into client portfolios.

Dewitte Derks is an advisor at 57 West Capital Advisors, Inc. in Austin, TX. He has prior experience working with Symphony Mediation and Symphony Builders. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm manages concentrated portfolios of individual company shares and employs a long-term, buy-and-hold equity strategy, using a proprietary selection process and selectively employing options and margin.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017, following a brief tenure at AFlac and ten years in education. Guilbeau is also an insurance agent affiliated with Eltekon Insurance Agency, LLC. Eltekon Advisors provides investment advice and planning to individuals—including high-net-worth clients—employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios employing fundamental and technical analysis, independent research, and a combination of public and private market allocations.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

Zachariah Wood is a Series 65-licensed advisor at ENZI Wealth with one year of industry experience. His prior roles include positions at Candor and Paycom, as well as work with Northwest Community Church and Texas A&M University. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to manage portfolios, including held-away assets, and offers tax and lending services through affiliated entities and referral arrangements.

Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.

David Lowe is a CFP® professional with 5 years at Austin Wealth Management, LLC and 19 years of experience at Hill Country Publishing Co., Inc. He has a total of 24 years in his career. Austin Wealth Management is a registered investment adviser serving individuals, trusts, estates, and small business retirement plans. The firm employs a research-driven, systematic approach with diversified model portfolios and integrates financial planning with discretionary investment management, managing over $1 billion in client assets without a formal account minimum.

William Wike is a CFP® professional with 13 years of industry experience, currently serving at Austin Asset Management Co. since 2012. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates comprehensive wealth planning with discretionary portfolio management, emphasizing asset allocation and utilizing a CFP®-led Investment Policy Committee to guide its investment approach.

Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.

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.