Lafe Blobaum is a CFP® professional at Richard P. Slaughter Associates, Inc. in Austin, TX, with six years of industry experience. He has been with Richard P. Slaughter Associates since 2019 and previously worked as a self-employed advisor and in the media production industry. 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 other businesses. The firm uses active asset management combined with comprehensive financial planning and a range of strategies including fundamental and technical analysis, manager selection, and options writing.

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.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.

Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.

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.

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.

Anna Bell Gall is a financial advisor at Austin Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has a background that includes roles at The University of Texas at Austin’s Energy Institute and LBJ School of Public Affairs. Austin Wealth Management, LLC provides comprehensive financial planning and investment management services 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 ERISA fiduciary roles and sub-advisory services.

Anthony Taylor is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Oakwell Private Wealth Management since 2020. Prior to his advisory role, he worked at Cintas and attended Texas State University. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to various investment products through affiliates. The firm employs a discretionary investment approach guided by Investment Policy Statements and integrates fundamental, technical, and cyclical analysis in its portfolio management.

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.

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.

Alexis Garza is a CFP® professional with six years of industry experience, currently serving at Austin Asset since 2023. Prior to this, Garza worked at Charles Schwab and TD Ameritrade. Garza is a council member of the CFP Board, contributing as a subject matter expert to the development and administration of the CFP® exam. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Trevor Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Rps Retirement Plan Advisors and Keen Wealth Advisors, as well as public sector roles with the State of Kansas and educational institutions. 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 financial planning and offers a range of investment strategies and educational programming.

James Sherrard is a CFP®, CFA®, and Series 65 licensed financial advisor with 14 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc. and has held roles at the firm since 2015, in addition to prior experience at Strategic Investment Management. 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, utilizing a range of strategies including fundamental and technical analysis, options writing, and manager selection across discretionary and nondiscretionary accounts.

Jamie Ileks is a CFP® professional with 13 years of experience at Austin Asset, where he has worked since 2007. He is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary wealth management, comprehensive wealth planning, and consulting services. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

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.

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.

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.

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.