Alexander Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Dimensional Fund Advisors for eight years and Raymond James and Associates for four years. 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, combining fundamental analysis, modern portfolio theory, and risk management, with a team of nine advisors managing approximately $1.45 billion.

Philip Capriotti Jr. is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Foundations Investment Advisors LLC and has been with Donato Wealth Management, PLLC dba Empower Wealth Management since 2019. Capriotti is also involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, providing insurance product solutions. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses written financial plans, ongoing portfolio supervision, and third-party model portfolios to tailor asset allocation and investment strategies.

Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. 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 third-party managers to deliver tailored strategic advice across public and private asset classes.

Christopher Snyder is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Richard P. Slaughter Associates, Inc. since 2018 and prior to that held roles at Charles Schwab Bank and Charles Schwab. He is based in Austin, TX. Richard P. Slaughter Associates, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses through wealth management and financial planning. The firm combines active asset management with comprehensive planning and employs a range of investment strategies, including long- and short-term purchases, options writing, and manager selection, overseeing accounts on both discretionary and nondiscretionary bases.

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

Charlotte Pace is a financial advisor with Forefront Wealth Partners based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Forefront since 2024 and previously held roles at Cetera and Calton & Associates. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, supporting election processes. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that incorporates related businesses and external platforms.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC and has prior experience at Secfi Advisory Limited, Secfi Securities, LLC, and Dimensional Fund Advisors. Outside of his advisory work, he manages residential rental properties in Austin, Texas. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management alongside comprehensive financial, tax, and estate planning services. The firm emphasizes long-term investing with diversified, primarily passive mutual funds and ETFs, supported by integrated tax professionals and CPAs.

Joshua Galatzan is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Meridian Wealth Advisors since 2015. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm employs discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and is noted for its use of derivatives and private placement consulting.

William Martinez is a CFP® with eight years of industry experience and currently serves as an advisor at ENZI Wealth in Austin, TX. His prior experience includes roles at Ameriprise Financial Services and Little Collins, as well as positions within various ENZI-affiliated entities. Martinez is the owner of a podcast called Soup of Wall Street, where he discusses topics related to markets, politics, and general information alongside occasional investment commentary. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage client portfolios and offers services that include monitoring held-away assets through third-party platforms.

James Kull is a CFP® and CFA® with 23 years of industry experience. He has been with Cypress Wealth Management, LLC since 2007. Outside of his advisory role, he serves on the boards of several political action committees and nonprofit organizations focused on governance and policy, and he also works as a solo practitioner attorney. Cypress Point Wealth Management primarily serves high-net-worth individuals and families, offering financial planning, discretionary portfolio management, and private fund administration. The firm employs a long-term, low-turnover investment approach centered on broad diversification, tax efficiency, and the use of both traditional and alternative investment vehicles.

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.

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.

Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.

Eric Negron is a financial advisor with Forefront in Austin, TX, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. His work history includes roles at Equity Comp Advisors, Forefront Wealth Partners, Calton & Associates, Elevated Business Partners, and Ameriprise. In addition to his advisory work, Negron is a partner in Forefront Tax Partners and Forefront Insurance Partners, where he is involved in tax preparation and life insurance services. He is also active in several other related business ventures, including an IT consulting firm for financial advisors and a conference for financial professionals. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that integrates related businesses like tax and insurance services.

Richard Bennett is a PFS™ credentialed advisor at Maslow Wealth Advisors with 24 years of industry experience. He has been with Durbin Bennett Private Wealth Management, LLC, doing business as Maslow Wealth, since 2014. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process featuring a core passive and satellite active strategy, with oversight by an internal investment committee and participation as a sub-advisor to private and pooled funds.

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. He is currently with Gannett Wealth Advisors and previously worked at Sound Advisory LLC, CFGI, and KPMG. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation services primarily for individual and high-net-worth clients. The firm’s approach combines passive and active investment strategies based on Modern Portfolio Theory and offers specialized services including bitcoin custody and integrated tax preparation.

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 Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.