Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.

Matthew Adams is a financial advisor at Capital Creek Partners in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at CAZ Investments LP, U.S. Bank, and IBM. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management and family-office services with access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that uses third-party managers and negotiated private-market access to tailor portfolios for its clients.

Joseph Waitkevich is a financial advisor with Claro Advisors Inc. in Austin, TX, holding a Series 65 license and five years of industry experience. Before joining Claro Advisors in 2026, he worked at Concord Wealth Partners, Coppertree, LLC, and held roles at Fairfield University and country clubs. He serves as treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing business. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach complemented by tactical reallocations and uses proprietary strategies, AI tools, and offers pooled-vehicle investments and specialized overlay services.

Robert Gauntt is a financial advisor at Capital Creek Partners in Austin, TX, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at the Teachers Retirement System of Texas, The University of Texas, and Citigroup. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that relies on third-party managers and negotiated private-market access to create tailored portfolios.

Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.

Philip Capriotti Sr. is a Series 65-licensed advisor at Empower Wealth Management with 10 years of industry experience. He has worked at Foundations Investment Advisors, LLC and Donato Wealth Management, PLLC, and serves as President and CEO of Senior Tax & Insurance Advisors, PLLC, where he provides income planning solutions through insurance products. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients and retirement plans. The firm uses model-based strategies and engages sub-advisers to support portfolio management and client servicing.

Pamela Janysek is a financial advisor at Capital Creek Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing tailored wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach, focusing on third-party managers and private-market opportunities.

Stuart Hope is a financial advisor at Empower Wealth Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Kestra Investment Services and Equitable Advisors. Outside of advising, he is involved in insurance sales through Senior Tax & Insurance Advisors, PLLC, operating as Empower Wealth Group. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses model-based investment strategies with ongoing portfolio supervision and delegates day-to-day functions to sub-advisers.

Ann Nowell is a financial advisor with Richard P. Slaughter Associates, Inc. in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She has been with the firm since 2004. 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 combines active asset management with comprehensive planning, employing fundamental and technical analysis, manager selection, and a range of investment strategies including options and short selling.

Kacie Swartz is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a registered investment adviser managing approximately $164.6 million for about 152 clients through a five-advisor team. The firm offers discretionary asset management and financial planning services, using a combination of fundamental and technical analysis across various asset types and incorporates client ESG preferences into portfolios.

Christopher Hager is a financial advisor at IronOak Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Charles Schwab, and TD Ameritrade. Outside of advisory work, he is involved in insurance services through IronOak Partners, LLC. IronOak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management and a variety of financial planning and retirement-plan advisory services. The firm offers tailored investment programs and distinct ERISA fiduciary services while allowing clients to impose written investment restrictions and access a client portal.

Dilda Dalvi is a financial advisor with Harrell Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior experience includes roles at SP Securities LLC, Cantella & Co., Inc., Live Oak Investment Partners, LLC, and Raymond James Financial Services. She also serves as a FINRA Dispute Resolution Arbitrator, reviewing and deciding on cases outside of trading hours. Harrell Investment Partners manages approximately $662 million for individual investors, high-net-worth clients, and charitable organizations, offering discretionary and non-discretionary investment management along with financial planning and retirement rollover services. The firm follows a four-step client process and employs a range of analytical methods with a long-term investment orientation.

Marc Hixson is a financial advisor at FMP Wealth Advisers in Austin, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with Financial Management Professionals, Inc. since 1998. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis and serving approximately 700 clients with around $1.13 billion in assets under management.

John Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. He has been with the firm since 1998. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and structures portfolios individually based on clients’ financial situations, managing approximately $1.78 billion in assets across seven advisors.

Dewitte Derks is an advisor at 57 West Capital Advisors, Inc. in Austin, TX. He has prior experience working with Symphony Mediation and Symphony Builders. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm manages concentrated portfolios of individual company shares and employs a long-term, buy-and-hold equity strategy, using a proprietary selection process and selectively employing options and margin.

Tracey Brenneise is a financial advisor at Ironoak Wealth with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Stonewater Wealth Management, Erben Associates, Merrill, and Waddell & Reed. Since 2020, she has also been an independent insurance agent. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) fiduciary roles.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017, following a brief tenure at AFlac and ten years in education. Guilbeau is also an insurance agent affiliated with Eltekon Insurance Agency, LLC. Eltekon Advisors provides investment advice and planning to individuals—including high-net-worth clients—employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios employing fundamental and technical analysis, independent research, and a combination of public and private market allocations.

Zachariah Wood is a Series 65-licensed advisor at ENZI Wealth with one year of industry experience. His prior roles include positions at Candor and Paycom, as well as work with Northwest Community Church and Texas A&M University. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to manage portfolios, including held-away assets, and offers tax and lending services through affiliated entities and referral arrangements.

Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.