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.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

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 CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. She has been with IronBridge Private Wealth, LLC since 2017 and previously worked at Wells Fargo Clearing, Zions Capital Advisors, Zions Direct, LPL Financial, and Waddell & Reed. IronBridge Private Wealth serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client goals using a range of investment vehicles.

Samantha Gorny is a financial advisor at Austin Asset with three years of industry experience. She holds a Series 65 credential and has worked in various roles prior to joining Austin Asset, including positions at All Web Leads, New York University, and Union Square Hospitality Group. Austin Asset offers discretionary wealth management and comprehensive financial planning services to a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes an asset-allocation framework supported by a monthly Investment Policy Committee of CERTIFIED FINANCIAL PLANNER™ practitioners and provides specialized consulting services such as expert witness work on estate and retirement planning.

Jonathan Mcquade is a CFP® with 12 years of industry experience, currently serving at Boyce & Associates Wealth Consulting, Inc. He has held roles at several firms, including BKA Wealth Consulting and Seven Cedars Wealth Management. Outside of his advisory work, he is involved with the Lake Travis Youth Association as a Youth Referee Assignor for the Soccer Club. Boyce & Associates Wealth Consulting advises individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering asset management, financial planning, and specialized services such as retirement plan consulting and business valuation. The firm uses a varied investment approach incorporating Modern Portfolio Theory and multiple analytical methods, tailoring portfolios to clients’ financial situations and goals.

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.

Shannon Black is a financial advisor with Wealth Teams Alliance in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior business activities include roles at Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc., where he has been active for over a decade. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis and a combination of long- and short-term investment strategies, integrating planning, consulting, and implementation referrals into client relationships.

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.

Sarah Villalobos is a CFP® with 26 years of industry experience. She is currently with Alongside, LLC and has previously worked at firms including Charles Schwab and VM Wealth Partners. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.

Jordan Quinonez is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Maslow Wealth Advisors, where he has been since 2023, following roles at Charles Schwab, TD Ameritrade, and other financial firms. Quinonez has also worked in academic settings, including San Diego State University and Sciences Po. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process combining passive and active strategies and is notable for its role as a sub-advisor to private and insurance-dedicated funds.

Thomas Crain is a financial advisor at Oxbow Advisors, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Oxbow Advisors since 2012. Outside of his advisory role, Crain is a part owner and founder of Cornerstone Merger and Acquisitions Advisors, where he assists private business owners with selling their companies. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various strategies including dividend growth and multi-cap approaches.

Jana Hovey is a CFP® professional with Series 65 and Series 63 licenses, currently with Richard P. Slaughter Associates, Inc. in Austin, TX. She has 15 years of industry experience and has been with the firm since 2001. 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 a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.