Joseph Waitkevich is a financial advisor with Claro Advisors Inc. in Austin, TX, holding a Series 65 license and five years of industry experience. Before joining Claro Advisors in 2026, he worked at Concord Wealth Partners, Coppertree, LLC, and held roles at Fairfield University and country clubs. He serves as treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing business. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach complemented by tactical reallocations and uses proprietary strategies, AI tools, and offers pooled-vehicle investments and specialized overlay services.

James Alders is a CFP® professional with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior experience includes roles at Equitable Advisors and AXA Advisors, as well as a brief tenure at Wal-Mart Inc. He is also the executor for his father-in-law's trust and serves as a treasurer in another capacity. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm emphasizes customized investment policies and asset allocation, along with a broad range of planning services including business, succession, and special-needs planning.

Robert Gauntt is a financial advisor at Capital Creek Partners in Austin, TX, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at the Teachers Retirement System of Texas, The University of Texas, and Citigroup. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that relies on third-party managers and negotiated private-market access to create tailored portfolios.

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.

Eric Dolin is a financial advisor at Forefront Wealth Partners with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Rembrandt Financial Group and J.P. Morgan Wealth Management. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm offers customized investment policies, cash-management solutions, and access to third-party managers and turnkey asset management platforms.

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.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

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.

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.