Chad Rixse is a financial advisor with Forefront Wealth Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Calton & Associates and Wells Fargo Advisors. In addition to his advisory work, he is involved with Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services. Forefront Wealth Partners is a team-based firm serving individuals, business owners, and corporate clients with discretionary investment management, financial planning, and estate coordination. The firm uses customized portfolios aligned with client-specific policies and integrates related businesses such as tax and insurance services within a multi-advisor structure.

Joseph Zaghrini is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential. He has approximately one year of industry experience, including time at Maslow Wealth Advisors and prior roles at firms such as WOLF and Beyond Finance. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory 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, tax-aware positioning, and net returns.

Max Mangum is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 designation and five years of industry experience. He serves as CEO of Terra Primera, a startup specializing in carbon emissions measuring technology, and is a board member of BAT Investments, Inc., a holding company for Capital Bank of Texas. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management alongside financial planning, family-office, retirement-plan consulting, and real estate advisory services. The firm employs a team-based investment approach that incorporates fundamental and technical analysis, independent research, and a mix of public and private market allocations.

Edward Moody is a Series 66 licensed advisor with CFM Wealth Partners LLC in Austin, TX, bringing 22 years of industry experience. He previously worked at Stephens Inc for seven years before joining CFM Wealth Partners in 2019. He serves as Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a nonprofit hospital foundation. CFM Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and select individual securities, combining fundamental and technical analysis with ongoing client communication and internal research.

Robert Gauntt is a financial advisor at Capital Creek Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Creek Partners since 2019, following an 11-year tenure at Avalon Advisors, LLC. Mr. Gauntt serves on the Board of The University of Texas Investment Management Company and participates in its Compensation and Risk Committees; he is also an advisory board member for Treaty Oak Equity LLC and a General Partner at Capstar Ventures LP. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing wealth management, family-office services, and access to public and private investments. The firm’s approach emphasizes due diligence and utilizes third-party managers and private-market access to create tailored portfolios for a select number of family clients.

Matthew Swarbrick is a financial advisor at Alongside, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and serves as president of an LLC that supports his former firm’s business operations. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, often using model portfolios and third-party managers while overseeing their alignment with client objectives.

Dianne Wade is a financial advisor with Maslow Wealth Advisors in Austin, TX. She holds a Series 65 credential and has six years of industry experience. Before joining Maslow Wealth Advisors, she worked at Magnify Capital and Enclave Advisors, LLC. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process emphasizing a core passive and satellite active mix, tax-aware positioning, and portfolio rebalancing, and it serves as an investment sub-advisor to several pooled and insurance-dedicated funds.

Rachel Van Den Berg is a financial advisor at Century Management Financial Advisors with Series 65 credentials and eight years of experience. Before entering financial advising, she spent six years in full-time education. She serves as treasurer for the Coalition for Queer Art Therapies, a nonprofit organization supporting art therapists. Century Management Financial Advisors offers investment management, financial planning, retirement-plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages portfolios based on risk-based strategies and employs fundamental research along with third-party data, overseeing both mutual funds and separately managed accounts.

Michael Quigley is a financial advisor at Beck Capital Management LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at James Wendlandt and Northwestern Mutual, as well as brief work outside financial services. Beck Capital Management LLC manages discretionary portfolios and offers integrated financial planning and asset management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a macro-driven investment process using institutional-grade research and a diversified product mix, including alternative and privately subscribed investments.

Mark Mangum is a financial advisor with Eltekon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held various roles across affiliated entities, including Eltekon Insurance Agency and Eltekon Holdings, where he remains a member. Mangum serves as a board member of Prime Bank. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market investments.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Stephanie Morgan is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with three years of industry experience. She holds a Series 65 designation and previously worked at Petros PACE Finance and GoMedigap. Morgan also has a background in academia from her time at the University of Texas at Austin. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a structured client process and combines multiple analytical approaches to build customized portfolios, maintaining an institutional relationship that offers economic benefits and operational strengths.

Justin Simmons is a financial advisor with Beck Capital Management LLC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Beck Capital since 2009 and is also involved with RBI Austin Charity. Simmons operates a personal insurance agency as a sole proprietor, selling fixed insurance and annuities. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million in assets. The firm employs an active, macro-driven investment process with sector rotation and integrates financial planning into its advisory services.

Courtney Bechtol is a financial advisor at Oxbow Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Oxbow Advisors since 2011. Outside of her advisory role, she serves as treasurer for Foster Angels of South Texas, a nonprofit focused on improving the lives of children in foster care. Oxbow Advisors provides discretionary portfolio management, financial planning, corporate retirement consulting, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm’s investment process incorporates fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, liquidity, and tax considerations.

Christopher Happ is a financial advisor with Capital Creek Partners in Austin, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at One Day Capital. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management, family-office services, and access to both public and private investments. The firm uses a due diligence-driven, holistic investment approach that incorporates third-party managers, pooled vehicles, and negotiated private-market opportunities.

Cesar Adame is a Series 65 licensed financial advisor with two years of industry experience. He is currently with VCI Wealth Management LLC and previously worked at FEFA Asset Management LLC. Prior to his financial services career, he operated a kitchen and bath remodeling business for 14 years. Additionally, Adame is an insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs, and offers estate-planning assistance through third-party providers.

Jason Jupiterwala is a financial advisor at Alongside, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is also involved in selling and servicing fixed insurance contracts and serves as owner and secretary of an LLC established for business expenses. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach and offers model-based and outsourced CIO solutions, including oversight of third-party managers and model providers.

Stephanie Boeke is a financial advisor at BirdRock Wealth in Austin, TX, holding a Series 65 designation and bringing 13 years of industry experience. She has worked at Merrill Lynch Bank of America since 2012. Outside of her advisory role, she owns and operates a small business selling personalized letters from Santa Claus to children. BirdRock Wealth serves individual and institutional clients with a focus on value-oriented equity strategies and tactical ETF-based asset allocation. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and an hourly-advice option, working with a diverse client base that includes high net worth individuals, retirement plans, and wrap-fee program sponsors.

Levi Brown is a financial advisor at Valtrion Capital Management, LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Real Talk Capital, LLC and various Surevest entities from 2019 to 2023. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs a range of asset allocation strategies and manages all client assets on a discretionary basis, tailoring allocations to risk tolerance and time horizons.

Trevor Sbrocco is a financial advisor at Eltekon Advisors, LLC. with three years of industry experience. He holds a Series 65 designation and has worked at Eltekon Advisors since 2023. Prior to his advisory role, he was involved with Nutrition 512 in 2021 and has been a student since 2008. Eltekon Advisors provides investment advice and planning to individuals, including high-net-worth clients, as well as employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market allocations.