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.

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 at Dew Wealth Management since 2022. His prior roles include positions at Ironoak Wealth LLC and Rembrandt Financial Group, among others. He also serves as treasurer for a homeowners association in Austin, managing the association's finances. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with other client professionals as part of its comprehensive service approach.

Derek Ripp is a CFP® professional with 23 years of experience in the financial services industry. He has been with Austin Wealth Management, LLC since 2015 and previously worked at Wealth Management Corporation, Kestra Investment Services, and other firms. Austin Wealth Management, LLC provides comprehensive financial planning and investment management 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.

Kevin Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1989. He is based in Austin, TX, and holds a Series 63 license. 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 portfolios and separately managed accounts with a proprietary manager selection process and serves as investment manager and general partner to several private investment funds.

Arnold Van Den Berg is a financial advisor with Century Management Financial Advisors in Austin, TX, holding 27 years of industry experience. He has been associated with Van Den Berg Management I, Inc., doing business as Century Management, since 1974. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment strategies across defined risk profiles using a combination of mutual funds, ETFs, individual stocks, and bonds, and it also manages its own mutual fund series while providing portfolio management for investment companies.

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.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, Ltd. based in Austin, TX. He has been with the firm since 2014, serving as an advisor for five years. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program and employs fundamental and technical analysis across various asset classes, maintaining policies on discretionary authority and AI tool use.

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.