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.

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.

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.

John Crain is a financial advisor at Cohen Capital with a Series 66 designation and two years of industry experience. He previously worked at Raymond James & Associates and Orleans Capital/Energy Opportunities Capital Management. Outside of advising, he has ownership interests in family businesses, including R. Lacy Services Incorporated and Sabine Investment Partners, LLC, a family office investment company. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, while retaining discretion for shorter-term trading and may engage third-party managers to implement client strategies.

Ralph Lebkuecher is a financial advisor at Shadowridge Asset Management, LLC, with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Capital Analysts, K.W. Gutshall & Associates, Lincoln Investment Planning, Inc., and Securian Financial Services, Inc. Outside of his advisory role, he serves as an elder and Stewardship Chair at Wimberley Presbyterian Church. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting services to individuals, institutions, and other advisors. The firm employs a customized investment process using fundamental, technical, and cyclical analysis, and integrates multiple asset types including mutual funds, ETFs, and options.

Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.

William Gray III is a financial advisor at Howard Financial Services, Ltd. in Austin, TX, holding Series 65 and Series 66 designations with 15 years of industry experience. He has been with Howard Financial Services since 2012. Howard Financial Services provides investment management and financial planning for high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis and offers discretionary portfolio management alongside private investment offerings through its HFS Capital Partners division.

Rosemary Wright is a CFP® with 11 years of industry experience. She is currently with Whitwell Advisors, where she has been since 2024. Her prior experience includes roles at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory work, she serves as Membership Director for the nonprofit organization Lantana Ladies Leagues. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries. The firm typically manages accounts on a discretionary basis using defined strategies that incorporate ETFs and selective equities, with customization options for larger accounts.

Mason Ning is a Series 65-licensed advisor at BirdRock Wealth in Austin, TX, with no prior industry experience. His background includes roles at Accenture Federal Services and Ernst & Young, as well as academic experience at Virginia Tech University. BirdRock Wealth serves individual, institutional, and wrap-fee program clients, offering discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation. The firm combines quantitative and qualitative research in its investment approach and provides financial planning alongside an hourly advice option.

Carlos Cardenas is a financial advisor at Austin Wealth Management, LLC with one year of industry experience. He previously worked at White Tiger Capital, LLC for five years and has been involved with Alamo Fine Art for nine years. Outside of his advisory role, Cardenas serves as a property manager for a real estate business based in San Antonio, TX. Austin Wealth Management, LLC offers comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm applies a systematic, research-informed approach to portfolio construction and also serves institutional clients through ERISA fiduciary roles and sub-advisory services.

Jason Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Centennial Advisors, LLC since 2024. He previously worked at Raymond James & Associates for six years and spent seven years at Allergan. Outside of his advisory role, he volunteers as a leader in a children's ministry at Kids Outdoor Zone in Smithville, TX. Centennial Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Sophie Brooks Ames is a CFP® with 13 years of industry experience and is currently affiliated with Meridian Wealth Advisors, LLC in Austin, TX. She has worked at Meridian Wealth Advisors since 2019, with prior experience at Northern Lights Distributors, LLC and Sage Advisory Services, Ltd Co. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes discretionary, model-driven portfolio management focused on long-term strategies and risk management, offering a distinctive combination of sizable assets under management and customized client service.

Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenbelt since 2010. Outside of his advisory work, he lectures at Texas State University. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm provides ongoing asset management, financial planning, and retirement-plan advisory services, operating mainly on a non-discretionary basis.

Anthony Ryan is a financial advisor at Success Wealth Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill Lynch and State Farm. Success Wealth Management LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation based on clients’ goals and risk tolerances, applying Modern Portfolio Theory and conducting quarterly reviews.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 24 years of industry experience. He has worked at Van Den Berg Management I, Inc., Dba Century Management, since 2002. Century Management Financial Advisors provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers risk-based investment strategies supported by in-house fundamental research and serves as a sub-advisor to unaffiliated advisers, including managing the CM Advisors Family of Funds.

Jonas Mioen Dahlstrom is a financial advisor at Oxbow Advisors, LLC with six years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Oxbow Advisors, he worked at 49 Wealth Management and Purshe Kaplan Sterling Investments. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm emphasizes identifying undervalued equities and asset allocation through macroeconomic, fundamental, technical, and sector analysis, managing portfolios on a discretionary basis with various investment strategies.

Colin Higgins is a CFP® with one year of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. His background includes roles at the firm since 2023, as well as earlier experience in education and customer service. 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 employs active asset management combined with comprehensive planning and uses a range of strategies including manager selection and options trading.