John Resurreccion is a CFP® professional with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. Prior to joining Parkwoods, he spent eight years at Dimensional Fund Advisors. Parkwoods Wealth Partners works with individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations to provide investment management, retirement plan consulting, and financial planning services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

Bianca Aryal is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding the CFP® designation along with Series 65 and Series 63 licenses. She has five years of industry experience, including roles at Durbin Bennett Private Wealth Management (Maslow Wealth), Charles Schwab, and Kms Financial Services Inc. Prior to her financial career, she worked at Garbo A Salon and Spa for four years. 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 pension plans. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive core holdings with active satellite investments, and is notable for its role as a sub-advisor to private and pooled funds.

Ryan Hart is a CFP® with six years of industry experience, currently serving as a financial advisor at Optas, LLC since 2019. Prior to joining Optas, he worked at Wells Fargo Advisors and Kern Segal & Murray. He holds a degree from the University of California Berkeley. Optas, LLC provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs multiple analytical approaches and offers integrated services such as tax preparation and estate planning alongside investment management.

Frederick Glasser Jr. is a financial advisor with Optas, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Optas in 2019. Outside of his advisory work, he is a licensed pilot and manages bill pay operations for several entities unrelated to investment management. Optas, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers a comprehensive service set including tax preparation, estate planning, and specialized investment strategies.

Robert Emrich III is a financial advisor with Castleview Partners, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Castleview Partners since 2017 and previously worked at Manning & Napier Investor Services, Inc. and Acruence Capital, LLC, a firm he founded in 2020. In addition to his advisory role at Castleview, Mr. Emrich serves as Managing Partner of Acruence Capital and acts as a portfolio manager for the Acruence Active Hedge U.S. Equity ETF (XVOL). Castleview Partners is a multi-team advisory firm that provides asset management and tailored investment services to its clients, focusing on creating and managing investment models and portfolios.

Gerald Mcilhon is a financial advisor at Beck Capital Management LLC in Austin, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beck Capital Management since 2010. He also writes life insurance, equity-indexed annuities, long-term care, and fixed annuities through his own business, Jerry Mcilhon, LLC. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment process based on sector rotation and institutional-grade research, offering integrated financial planning and asset management across a range of securities.

William Gregory IV is a financial advisor at Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with Beck Capital Management since 2009. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million across about 449 clients. The firm employs an active, macro-driven investment process focused on sector rotation and utilizes institutional-grade research and a combination of fundamental, technical, and cyclical analysis to tailor model portfolios to client risk tolerances.

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. 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 tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Ryan Leggett is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Texas A&M University and Texas A&M Agrilife Extension. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Shirley Sanchez is a CFP® professional with three years of experience in financial advising, currently serving at Pioneer Wealth Management Group since 2021. Prior to her advisory role, she worked at The University of Texas at Austin for six years. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with services that include modular and comprehensive planning, ongoing asset management, and pension consulting. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and provides multiple engagement models including subscription advisory services and workplace retirement plan consulting.

Jason Bonn is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Woodmont Investment Counsel, LLC since 2022 and previously was affiliated with Lincoln Financial Securities, Chisholm Trail Financial Group, Waddell & Reed, and Bank of America. He is based in Austin, TX. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored investment strategies with diversified allocations across equities, fixed income, and alternative investments, managing approximately $2.01 billion as of December 31, 2025.

Dustin Millard is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Alongside, LLC and Oakwood Capital Securities, Inc., and previously worked at Schwab Private Client Investment Advisor, Inc. and Commonwealth Financial Network. Millard is a co-owner of VM Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance businesses. 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, utilizing diversified, long-term asset allocation supported by a mix of analytical approaches and proprietary portfolios.

Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nearly a decade with Raymond James Financial Services. Beyond advising, he serves as managing member and owner of several SAGE-affiliated entities involved in strategic business management and entrepreneurial advisory roles. SAGE Private Wealth Group is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring using a variety of investment vehicles.

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Smile Power Orthodontics for seven years. He is a co-member of 1000 YVR, LLC, an entity owning an owner-occupied building housing his spouse’s orthodontic practice. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers both ongoing portfolio management and financial planning alongside sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Guerry Harris is a CFP® professional at Paragon Capital Management LLC with 31 years of industry experience. He has worked at Paragon since 2019 and previously spent 13 years at Charles Schwab Bank and Charles Schwab. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, and estate-planning support. The firm employs fundamental analysis across a range of investment vehicles and maintains longer-term portfolio positions, adjusting as client needs or market conditions change.

Chad Karnes is a financial advisor at Shadowridge Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at IronBridge Private Wealth, LLC and 9 Gauge Partners. Karnes is also the managing partner of Absolute Strategies LLC, a hedge fund, and serves as a Visiting Professor of the Practice at Texas A&M University's Mays College of Business, where he teaches Microsoft Excel and finance topics. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of investment strategies and offers third-party managed solutions and model programs.

Hunter Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, holding a Series 65 license with three years of industry experience. Prior to joining Beck Capital Management, he worked at JP Morgan, Ernst and Young, Rackspace Inc., and Southern Methodist University. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment process focused on sector rotation, utilizing institutional-grade research and a blend of fundamental, technical, and cyclical analysis to tailor model portfolios to client risk tolerances.

Sergio Teague is a CFP® with four years of industry experience, currently serving at Maslow Wealth Advisors since 2026. Prior to joining Maslow, he worked at Paragon Financial Advisors, Fidelity Investments, Oracle Corporation, and served six years in the United States Army. Maslow Wealth Advisors provides investment advisory services and financial planning to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement-driven approach combining passive and active strategies, and is known for its role as a sub-advisor to private funds and insurance-dedicated vehicles integrated into client portfolios.

Meghan Railey is a CFP® with 18 years of industry experience, currently serving as an advisor at Optas, LLC since 2019. Prior to joining Optas, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2019. Outside of her advisory role, she manages bill pay operations for real estate holdings through her position as manager at Parhelion, LLC. Optas, LLC provides financial planning, investment management, retirement plan consulting, tax preparation, and estate-planning services to a diverse client base including individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs a multi-strategy investment approach tailored to client needs, incorporating discretionary portfolio management and access to independent and private investment managers.