Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.

Pamela Janysek is a financial advisor at Capital Creek Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing tailored wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach, focusing on third-party managers and private-market opportunities.

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® with 20 years of industry experience, currently serving as a financial 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 registered investment adviser managing approximately $164.6 million for about 152 clients through a five-advisor team. The firm offers discretionary asset management and financial planning services, using a combination of fundamental and technical analysis across various asset types and incorporates client ESG preferences into portfolios.

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 at Harrell Investment Partners, LLC in Austin, TX, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Raymond James, Oppenheimer, and Stanford Group Company. Dalvi also serves as a FINRA dispute resolution arbitrator, reviewing cases and making decisions on industry disputes. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured process combining multiple analytical approaches to create customized portfolios and maintains an institutional relationship with its custodian, offering access to specialized trading and operational resources.

Miguel Kane is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at dbt Labs, Ignite Media / GrowthLane, Paycom, CrowdStrike Holdings, Inc., PricewaterhouseCooper (PwC), EAE Business School, and Texas A&M University. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and institutions. The firm employs a top-down investment process combining passive and active strategies, offers access to private deals and pooled funds, and serves as a sub-advisor to private funds, incorporating these positions into client assets under management without separate advisory fees.

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.

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 Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Austin Wealth Management, LLC since 2021. He has worked at Hill Country Publishing Co., Inc. since 2007. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as a fiduciary for employer retirement plans.

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.