Stuart Brown is a financial advisor at Hampton Rock Wealth Management with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KAL Capital Market LLC and BV Investment Partners, L.P. He is also affiliated with HamptonRock Partners. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Portfolios are constructed using proprietary models and a combination of fundamental, quantitative, and modern portfolio theory analyses.

Kurt Schliemann is a financial advisor at Painted Porch Advisors LLC with 20 years of industry experience. He has held positions at JP Morgan Securities LLC and Trailrunner International before joining Painted Porch Advisors. Outside of his advisory role, he serves as an investor and business advisor for UNITY COLLAB, a charity organization based in Southlake, TX. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including proprietary private funds for accredited investors.

Brent Beesley is a financial advisor at Eltekon Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Eltekon Financial, LLC and Eltekon Advisors, LLC since 2002. Outside of his advisory role, he is the founder of El Toro Carmesi, LLC, operating under the name Fit4U. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm offers discretionary portfolio management and a range of services, including financial planning, family-office support, retirement-plan consulting, and real estate advisory, using a team-based approach and a mix of public and private market investments.

Barrett Tabeek is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm uses a multi-method investment process that includes fundamental, macroeconomic, technical, and ESG analysis across traditional and alternative asset classes, employing both in-house and third-party portfolio management.

Charles Novy is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been with Eltekon Advisors since 2024 and previously was a student. Eltekon Advisors provides investment advice and planning to individuals, high-net-worth clients, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio construction using fundamental and technical analysis alongside a mix of public and private market allocations, and offers a range of services including discretionary portfolio management, family-office support, retirement-plan consulting, and specialized real estate advisory and finance.

Kenneth Cusick Jr. is a financial advisor at Alongside, LLC in Austin, TX, with five years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Fisher Investments and Texas Family Wealth, LLC. His background also includes roles at Merrill and The John G. and Marie Stella Kennedy Memorial Foundation. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on a combination of Modern Portfolio Theory and multiple analytical methods.

Christina Cannella is a financial advisor with Birdrock Wealth in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has been with Birdrock Asset Management since 2006. Birdrock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm employs a value-oriented, bottom-up investment approach focused on equity strategies and tactical ETF-based asset allocation, offering both discretionary and nondiscretionary portfolio management alongside financial planning and an hourly-advice option.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC in Austin, TX. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at ActiTrust, he worked at firms including OpenText and LendFriend Home Loans. He is also a Senior Sales Advisor at Jet Fly Aviation, a company specializing in luxury private jet services and aircraft management. ActiTrust Wealth Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing both fundamental and quantitative analysis across a range of investment vehicles and strategies. The firm serves a significant non-U.S. client base and operates an affiliated entity offering family-office services to international clients.

Laura Redfern is a CFP® professional with 18 years of experience in the financial industry. She has been with Shadowridge Asset Management, LLC since 2013 and holds a Series 66 license. Outside of her advisory role, she owns and manages Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers third-party managed solutions as well as an affiliated private fund for qualified clients.

James Oakley is a financial advisor at Oxbow Advisors, LLC in Austin, TX, with 51 years of industry experience. He holds the CFP® and CFA® designations and has been with Oxbow Advisors since 2011. Oakley is also a founder of two non-profit organizations dedicated to helping foster children in Texas. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to a range of clients including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes identifying undervalued equities and appropriate asset allocation through macroeconomic, fundamental, technical, and sector analysis, implementing various strategies such as Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.

Blake Broussard is a financial advisor at Optas, LLC with a Series 65 credential and no prior industry experience. Outside of finance, he is involved in music education as a vocal coach at Hudson's on Mercer Street, a music school and venue in Dripping Springs, TX. 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 range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.

Daphne Jordan is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Pioneer Wealth Management Group since 2017. Prior to this, she worked at Austin Asset Management from 2013 to 2017. Outside of her advisory role, she owns The Blossom Box LLC, a floral arranging business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused strategies, and offers a variety of engagement models including subscription advisory services and consulting for workplace retirement plans.

Meredith Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. She has been with the firm since 1998, which has a team of seven advisors. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research conducted by CFA-qualified staff, managing portfolios tailored to individual client circumstances with a focus on low turnover equity holdings and investment-grade fixed income.

Aaron Soderberg is a financial advisor at BirdRock Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ndx Trading, Inc. since 2002. Outside of advising, he serves as director and secretary of Portable Securities of MN, Inc., a company that rents storage containers to consumers and businesses. BirdRock Wealth advises individual and high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and non-discretionary portfolio management, emphasizing value-oriented, bottom-up fundamental research combined with quantitative screening and proprietary metrics.

Bryan Shuda is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Truist Investment Services and BB&T over a span of more than a decade. Hampton Rock Wealth Management is a six-advisor team managing approximately $192 million for around 50 clients, serving individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. The firm uses proprietary model portfolios combining equity, fixed-income, and ETF strategies, applying fundamental, quantitative, and modern portfolio theory analyses to tailor investment solutions and provide consultative financial planning and family-office administrative services.

Derek Jones is a financial advisor at The Institute with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sowell Financial Services and Concert Wealth Management. Outside of his advisory role, he is a principal in two businesses focused on fuel reclamation and business consulting. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple offices and private funds.

Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, offering negotiable performance-based fee arrangements for eligible clients.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management with experience that includes roles at KPMG and Southern Methodist University. She joined Hampton Rock in 2024 and holds relevant industry credentials. The firm, consisting of six advisors and managing approximately $192 million, serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. Hampton Rock Wealth Management offers a range of services including discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services, utilizing proprietary portfolio models and a consultative planning approach.

Sean Scruggs is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network (Abiding Wealth Partners), Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory role, he serves as president of Ridgemont 1C110, LLC, an entity established to support the business operations of Abiding Wealth Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and is notable for its role in selecting and overseeing other advisers and model providers, including partnerships for outsourced CIO and model services.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is also an independent insurance agent operating in Austin. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. The firm employs a multi-factor proprietary quantitative screening combined with fundamental research to implement diversified strategies across equities, fixed income, ETFs, and managed portfolios.