Aaron Buckholtz is a CFA® charterholder with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1990. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages separate accounts and a mutual fund family, using tailored investment approaches across defined risk profiles and a combination of mutual funds, ETFs, stocks, and bonds.

Heather Johnson is a financial advisor at Shadowridge Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously been involved with CleanR, LLC as owner and executive director, a professional cleaning services business. Shadowridge Asset Management provides fee-based investment advisory services primarily to individual and retirement-plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment strategies including mutual funds, ETFs, and alternative investments.

John Mc Glothlin III is a CFP® with eight years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. His background also includes a role at the Kelly School of Business, Indiana University. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach involving equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

Erin Hay is a CFA® charterholder with 14 years of industry experience. She has worked at Austin Wealth Management, LLC since 2026 and previously spent seven years at Monument Wealth Management and three years at Compass Point Research & Trading, LLC. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as an ERISA fiduciary for employer plans.

Joseph Berkel is a financial advisor with McNally Financial Services Corporation, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with McNally Financial Services Corporation since 2003. Outside of advising, he is an independent insurance agent and is involved in sports officiating. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses fundamental analysis to build diversified portfolios across various asset classes and combines advisory, broker-dealer, and insurance activities.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. 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 emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

James Pendleton is a financial advisor at FMP Wealth Advisers in Austin, TX, holding a Series 65 credential with six years of industry experience. His prior roles include a position at First Financial Trust and four years at Abilene Christian University. FMP Wealth Advisers offers fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolio management, separately managed accounts, and retirement-plan fiduciary services, managing approximately $1.34 billion in assets with a focus on discretionary accounts and private pooled investment vehicles.

Katherine Zamora is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Per Stirling since 2012 and is also associated with B. B. Graham & Co. outside of her primary role. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients. The firm serves individuals, high-net-worth households, trusts, estates, and select institutions, offering discretionary investment management alongside comprehensive financial planning and consulting services.

Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has been with Cary Street Partners since 2013. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investment vehicles, utilizing both third-party managers and proprietary strategies.

Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Victory Financial, he held roles at Raydia Food Group, FedEx, and studied at the University of Arkansas. Victory Financial Group serves a diverse clientele, including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct model portfolios tailored by adviser teams.