April Busby is a CFP® and PFS™ with four years of industry experience, currently serving at Pioneer Wealth Management Group since 2021. Prior to joining Pioneer, she worked at Karisha and spent several years at The Long Center for the Performing Arts and The University of Texas at Austin. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily constructed using ETFs and mutual funds. The firm provides a range of engagement options including subscription advisory services and consulting for workplace retirement plans.

Barry Brauchi is a CFP® and Series 66 designated advisor with 22 years of industry experience. He is currently with Oxbow Advisors, LLC in Austin, TX, where he has worked since 2016 alongside his role at Herndon Plant Oakley Ltd. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm’s investment process focuses on undervalued equities and asset allocation using macroeconomic, fundamental, technical, and sector analysis, employing a range of strategies including Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.

Lauren Podnos is a financial advisor at Wealth Care LLC in Austin, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wealth Care LLC in various capacities since 2017, with prior experience at Schnall Advisory Services and TIAA-CREF. Wealth Care LLC provides confidential financial planning and ongoing investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $668 million in assets using a strategic asset-allocation approach that combines passive index funds and ETFs with selective active management across globally diversified portfolios.

David Featherston is a financial advisor at Shadowridge Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Whitley and Siddons, Inc. since 2022. Outside of advising, he also works as a CPA Consultant in Austin, TX. 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, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to implement various investment strategies and offers services such as direct portfolio management, fixed-fee financial plans, and sub-advisory arrangements.

James Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Beck Capital Management since 2009. Beck also writes fixed life insurance, equity-indexed annuities, long-term care insurance, and fixed annuities through various insurance companies. Beck Capital Management is a SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and modular financial planning, using a sector-rotation investment approach combined with macroeconomic research and a growth-at-a-reasonable-price philosophy.

Manisha Gupta is a CFP® professional at Austin Wealth Management, LLC with four years of industry experience. She has been with Austin Wealth Management since 2020 and previously worked for the Round Rock Independent School District from 2016 to 2018. Austin Wealth Management serves individuals, trusts, estates, and small business retirement plans, offering financial planning, discretionary investment management, and sub-advisory services. The firm employs a research-driven approach using diversified model portfolios along with fundamental and technical analysis, managing over $1 billion in client assets without a formal account minimum.

Laura Martin is a Series 65-licensed financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX, with 11 years of industry experience. She has been with Richard P. Slaughter Associates, Inc. since 2013. 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 uses active asset management combined with comprehensive financial planning and employs a range of investment strategies including fundamental and technical analysis, manager selection, options writing, and short sales.

Yuanyuan Che is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Austin Asset since 2022. Prior to joining Austin Asset, she worked at The Connemara Group, LLC and Blue Ocean Global Wealth, LLC. Austin Asset serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the primary driver of portfolio risk and return, supported by a CFP-led Investment Policy Committee.

Robert Harrell is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.

Alexandra Russell is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 credentials with nine years of industry experience. She previously worked at UBS from 2015 to 2019 before joining Maslow Wealth in 2021. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process incorporating both passive and active strategies, emphasizing tax-aware positioning and rebalancing, and is notable for its role as a sub-advisor to private funds included in client assets under management.

Samuel Kim is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at EntreWealth, where he has worked since 2026. Prior to this, he held roles at several firms including Sanctuary Securities, Red Oak Wealth Management, NEXT Financial, and Northwestern Mutual. Outside of advisory work, he serves as Treasurer for Ad Fontes Inc, a nonprofit focused on aiding underprivileged communities, and works as an independent contractor providing expertise to improve AI language models. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, employing a mix of analytical approaches within client-specific Investment Policy Statements. The firm offers discretionary and non-discretionary portfolio management and sponsors pooled investment vehicles through an affiliated exempt-reporting adviser.

James Brilliant is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1987. 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 solutions across multiple risk profiles using a combination of mutual funds, ETFs, stocks, and bonds.

Buddie Ballard is a CFA® charterholder with 38 years of industry experience, currently serving as an advisor at Alpha Capital Management since 2002. He holds the Series 63 and Series 65 licenses and is based in Austin, TX. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Michael Mcdougald is a CFP® professional with 27 years of industry experience. He is currently with Austin Wealth Management, LLC and has also worked with LPL Financial. Austin Wealth Management serves individuals, trusts, estates, and small businesses with comprehensive financial planning, wealth management, and sub-advisory services. The firm utilizes a research-based investment process featuring diversified model portfolios, fundamental and technical analysis, and may delegate specialized management to sub-advisors.

Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.

Sophia Di Gesualdo is a financial advisor at Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation with three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank, N.A., and J.P. Morgan Securities since 2022, as well as prior positions with Core Publishing, The Hall Agency, Goodwill Industries of Dallas, the Dallas Mavericks, and Southern Methodist University. Enclave Advisors serves individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm uses an academically grounded investment approach focused on diversification and risk management, managing portfolios with a broad mix of instruments tailored to client objectives and risk tolerance.

Carter Bajoit is an advisor at Eltekon Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Eltekon Advisors, he was briefly employed at Traditions Club and has a background as a student through 2020. Eltekon Advisors serves individuals, employee benefit plans, trusts, and corporate clients by providing investment advice and planning, discretionary portfolio management, and a range of financial planning and real estate advisory services. The firm employs a team-based investment-office approach, utilizing fundamental and technical analysis along with public and private market allocations.

Jeremy Mocek is a CFP® professional with 11 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2023, and previously held roles at Academy Capital Management, Cetera Advisor Networks, Lovett and Associates, and Ambassador Advisors, LLC. 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 an active asset management strategy combined with comprehensive financial planning, utilizing both fundamental and technical analysis alongside specialized investment techniques.

Joshua Mumper is a financial advisor at EntreWealth with a Series 65 credential and three years of industry experience. He previously worked at Vance Wealth, Hcvt, and Richard Mumper & Associates. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of analytical approaches, including fundamental and technical analysis, to implement long-term trading strategies tailored to each client’s Investment Policy Statement.

Michael Turner is a CFA® charterholder with 28 years of industry experience. He has been with Alpha Capital Management since 2002, following a three-year tenure at IMST Distributors, LLC. Outside of finance, he holds a minority share in a coffee shop in Austin, Texas, though he does not have an active role in the business. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets across about 427 client relationships and employs a six-advisor team that uses quantitative methods and optimization models with a focus on downside protection and disciplined asset allocation.