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 at multiple firms including HB Wealth Management and TIAA-CREF. Wealth Care LLC provides confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm employs a strategic asset-allocation approach using a core of passively managed index funds and ETFs supplemented by active managers, managing approximately $668 million in assets with a small advisory team.

David Featherston is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX, holding a Series 65 credential and 13 years of industry experience. He has worked at Shadowridge since 2013 and also served in roles at Whitley and Siddons, Inc. and Urology Austin, PLLC. In addition to his advisory work, he operates as a CPA consultant. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment approach using various analysis methods and portfolio components, including mutual funds, ETFs, and options, and may engage sub-advisors and AI tools reviewed by staff.

James Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, with 31 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he writes fixed life insurance, equity-indexed annuities, long-term care insurance, and fixed annuities through various insurance companies. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment approach that utilizes sector rotation and combines fundamental, technical, and cyclical analysis, offering integrated financial planning and asset management across a broad range of securities.

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 in education with Round Rock Independent School District. Austin Wealth Management provides financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm employs a systematic, research-informed investment approach and serves both retail and institutional clients, including taking ERISA fiduciary roles for employer plans.

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 at Austin Asset since 2022. Prior to joining Austin Asset, she worked at The Connemara Group, LLC from 2017 to 2022 and Blue Ocean Global Wealth, LLC from 2016 to 2017. Austin Asset provides discretionary wealth management, comprehensive financial and wealth planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm’s investment approach emphasizes asset allocation, diversification, and use of institutional share-class mutual funds, supported by an Investment Policy Committee comprised of ten CERTIFIED FINANCIAL PLANNER™ practitioners.

Robert Harrell II 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 at Raymond James & Associates for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners manages approximately $662 million for individual investors, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement rollover guidance, using a client-focused process and multiple analytical approaches with a long-term investment orientation.

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.

Sebastian Teuscher is an advisor with Maslow Wealth Advisors in Austin, TX, holding a Series 66 designation and having begun his advisory career in 2026. His prior roles include positions at OpEff Technologies, MML Investors Services, MassMutual Life Insurance, and Distribution International. He also has experience related to academic and summer camp settings. Maslow Wealth Advisors provides investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm uses a documented Investment Policy Statement for each client and combines passive and active investment strategies, with oversight from an internal investment committee.

Robert Tabor is a financial advisor at Worth Financial Group Inc. in Austin, TX, holding a Series 63 designation and bringing 27 years of industry experience. His prior work includes a long tenure at Richard P Slaughter Associates from 1998 to 2025 before joining Worth Financial Group. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that integrates charting, fundamental, and technical methods, tailoring portfolios based on client objectives and risk tolerance.

Stefan Whitwell is a CFA® charterholder with 11 years of experience in the financial industry. He is the Co-Founder of Empirical Solutions, LLC (dba Chaos Holdings, LLC), a consulting firm that uses artificial intelligence and automation to improve operational efficiency and cash flow for business owners. Whitwell is also a licensed real estate broker in Texas, maintaining his license for personal transactions. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, and financial intermediaries, employing defined investment strategies tailored to client objectives and risk tolerance. The firm offers discretionary portfolio management, financial planning, family office services, and ERISA advisory support, and operates alongside affiliated insurance and tax firms.

Sophia Di Gesualdo is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Core Publishing, and Goodwill Industries of Dallas. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm emphasizes diversification, risk management, and cost-conscious returns through an academically grounded investment approach and offers family-office style services coordinated with clients’ CPAs and attorneys.

Carter Bajoit is a financial advisor at Eltekon Advisors, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Eltekon, he worked briefly at Traditions Club and had periods of unemployment. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team approach to construct customized portfolios combining fundamental and technical analysis with a variety of 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.

Michael Turner Jr. is a CFA® charterholder with 29 years of industry experience and has been with Alpha Capital Management in Austin, TX, for 24 years. He holds a Series 63 license and is a minority shareholder in ZEBO, LLC, a coffee shop in Austin. Alpha Capital Management is a team of six advisors managing approximately $871 million in client assets, primarily serving individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a quantitative, optimization-based investment approach focused on downside protection and offers both discretionary and non-discretionary portfolio management.

Sara Glakas is a financial advisor at Black Barn Financial, LLC with 13 years of industry experience and holds a Series 65 designation. She has been with Black Barn Financial since 2015. Outside of advising, she co-hosts an educational podcast focused on women and money and serves on the Board of Directors for YWCA Greater Austin. Black Barn Financial is a five-advisor registered investment adviser managing approximately $164.6 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary asset management along with financial planning and consulting services, utilizing a combination of fundamental and technical analysis across a variety of investment vehicles and integrates client ESG preferences into portfolios.

Preston Weaver is a CFP® professional with five years of industry experience, currently serving as an advisor at Dew Wealth Management. His prior roles include positions at Ironoak Wealth LLC, Rembrandt Financial Group, Rover.com, and PRW Consulting, LLC. He also serves as Treasurer for a homeowners association in Austin, managing its finances. Dew Wealth Management serves individuals and high-net-worth clients—including business owners, pension and profit-sharing plans, and charitable organizations—providing wealth management, financial planning, and consulting. The firm combines investment oversight with coordination of outside professionals and offers both discretionary and non-discretionary investment management across multiple offices.