Daniel Martinez is a financial advisor at ENZI Wealth in Austin, TX, holding a Series 65 designation. He has been with the firm since 2022 and has no prior industry experience. Before joining ENZI Wealth, his work history includes roles at several country clubs and time as a student. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a variety of analytical methods and strategies, including active management of held-away retirement accounts through a connectivity platform.

Melissa Fleming is a CFP® with 23 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2022 and previously held roles at Allstate Financial Services and Conway Insurance Agency. Fleming is based in Austin, TX, and holds Series 63 and Series 66 licenses. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.

Chance Finucane is a CFA® charterholder and financial advisor at Oxbow Advisors, LLC in Austin, TX, with seven years of industry experience. He has worked at Oxbow Advisors since 2017 and previously at Institutional Capital, LLC from 2011 to 2017. 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, long-term growth, multi-cap, and income-focused approaches.

John Dixon is a CFP® professional with 24 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., operating as Century Management, since 2001. 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 its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, employing a risk-profile-based investment approach tailored to client objectives.

James Diorio Jr. is a Series 65 licensed advisor at Blue Square Asset Management, LLC with one year of experience at the firm. He is also the CEO of TradeCraft Capital, a separate entity, where he spends approximately ten hours per week. His prior experience includes roles at Porphyry, LLC and Dial800. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and monitoring for private funds. The firm employs a proprietary Dynamic Cash Allocation® process to manage exposures across multiple asset classes and provides specialized digital asset strategies through its affiliated entities.

Michael Hughes is a financial advisor with Vann Equity Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at The Hughes Group Wealth Management Partners LLC and SCF Securities, among others. He is also a self-employed insurance agent and provides insurance marketing and seminar assistance through Magellan Financial. Vann Equity Management LLC is an SEC-registered, mid-sized advisory firm serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and customized investment strategies, including equity selections and ETF allocations, and makes structured use of sub-advisory relationships for real-estate-focused investments while maintaining primary advisory oversight.

John Martin is a CFP® with 22 years of industry experience, currently serving as an advisor at DAI Wealth, LLC. His prior roles include positions at DAI Securities, LLC, SAGEPOINT FINANCIAL, and National Planning Holdings. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutional clients, and various organizations. The firm combines advisor-led customization with third-party model platforms and provides a range of investment management and advisory services.

Edward Budd is a CFP® professional with four years of experience in wealth management. He is currently with Meridian Wealth Advisors, LLC, having joined the firm in 2026. His prior roles include positions at Oxbow Advisors, LLC, CWM, LLC, Carson Group, and Regions Bank. Meridian Wealth Advisors, LLC provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with an active use of derivatives and lending strategies uncommon among peers.

Andrew Stewart is a financial advisor at Sarasin Asset Management Limited with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sarasin since 2015. In addition to his advisory role, Stewart serves as a consultant for an international trust company, focusing on marketing and professional intermediaries. Sarasin Asset Management Limited provides discretionary investment management primarily for high-net-worth individuals, charities, and similar entities. The firm emphasizes long-term thematic investing, dynamic asset allocation, and active credit analysis within a global investment strategy.

Mary Susan Perry is a financial advisor at Whitwell Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Perry joined Whitwell & Co., LLC in 2026 and is based in Bee Cave, TX. Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals, businesses, and retirement plans. The firm serves both retail and institutional clients, using fundamental and technical analysis to build ETF- and stock-based portfolios tailored to client goals and risk profiles.

Douglas Zullo is a CFP® with 23 years of industry experience, currently serving at IronBridge Private Wealth, LLC since 2019. His prior roles include positions at Axa Advisors, LLC and Voya Financial Advisors. He is also involved in insurance sales through Zullo Insurance Strategies, LLC. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm customizes investment strategies based on detailed financial profiles and provides negotiable performance-based fee arrangements for eligible clients.

Iza Picazo is a financial advisor at Pioneer Wealth Management Group in Austin, TX, holding a Series 65 credential with one year of industry experience. Prior to joining Pioneer Wealth Management Group, Iza worked with the Austin Independent School District and was involved with Zeds Real Fruit Ice Cream and Heb. 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 using ETFs and mutual funds. The firm provides a range of engagement options, including subscription advisory services and consulting for workplace retirement plans.

Travis Penfield is a financial advisor at Alongside, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Penfield serves as CEO of 818 Family Office, LLC and is involved with charitable planning through his role as CEO of 25 Giving, a company focused on structuring charitable giving and partnering with nonprofits. He also serves as a board member of a nonprofit kids' camp and represents athletes for NIL contracts through Acts of Athletes. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a 16-advisor team. The firm emphasizes diversified, long-term asset allocation using a blend of fundamental, cyclical, technical, and behavioral analysis, offering services including financial planning, investment management, retirement-plan consulting, and fractional family office solutions.

Jonathan White is a financial advisor with Analog Capital Partners LLC in Austin, TX, holding five years of industry experience. He is also the principal of Jonathan R White CPA Inc, an accounting firm he founded in 2013. Analog Capital Partners provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Guillermo Pestana Muller is a financial advisor at Austin Asset with four years of industry experience. He holds the Series 66 designation and has worked previously at Dimensional Fund Advisors and The Claro Group. His background also includes a five-year period at The University of Texas at Austin. Austin Asset is a discretionary wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes an asset-allocation approach focused on diversification and rebalancing, utilizing institutional share-class mutual funds, and provides specialized services such as expert witness consulting and comprehensive wealth planning.

Mark Olson is a CFP® with 35 years of experience in the financial services industry. He is currently with Cornerstone Planning Group and has held roles at Horizon Wealth Strategies, NYLife Securities LLC, Eagle Strategies LLC, and New York Life Insurance Company. Olson volunteers with the Hill Country Conservancy in Texas and serves on the finance committee, and he is a board member of the St. Martin's Lutheran Church Endowment. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, foundations, and qualified retirement plans. The firm emphasizes fee-only fiduciary services and typically employs passive investment strategies using low-cost mutual funds and ETFs tailored to client goals and risk tolerance.

Jack Tamez is a financial advisor with BirdRock Wealth in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with BirdRock Asset Management since 2013. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation, along with financial planning and an hourly-advice option.

Tanya Winch is a Series 65-licensed financial advisor with Winch Financial in Austin, TX, where she has worked since 2006. She has 10 years of industry experience. Outside of finance, she owns and performs as a musician through her business, Tanya Winch Music. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, consulting, and educational seminars with an investment approach that incorporates both fundamental and technical analysis.

Brooksher Morgan is a CFP® and holds a Series 65 license with 14 years of industry experience. He currently works at WorthPointe, where he has been since 2013, and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm follows an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

Tylor Seaman is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding CFP® and CFA® credentials with 12 years of industry experience. He has been with Maslow Wealth, formerly Durbin Bennett Private Wealth Management, since 2015. Seaman serves on the board of managers for Cibolo AI, a software company based in Austin. Maslow Wealth Advisors provides investment advisory services and financial planning to a broad client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements and manages portfolios using a core (passive) and satellite (active) strategy, including access to private deals and pooled funds.