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.

Dina Draguicevich is a financial advisor at Beck Capital Management LLC with Series 63 and Series 66 licenses and one year of industry experience. She previously worked at Merrill and Charles Schwab & Co., Inc. before joining Beck Capital Management in 2026. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million for around 449 clients. The firm employs an active, macro-driven investment strategy focused on sector rotation, using institutional-grade research and a mix of fundamental, technical, and cyclical analysis.

Mary Susan Perry is a financial advisor with Whitwell Advisors in Bee Cave, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and Dixon Hughes Goodman Wealth Advisors. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries, employing discretionary portfolio management with defined strategies focused on ETFs and selective individual equities tailored to client objectives and risk tolerance.

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.

Tylor Seaman is a CFP® and CFA® with 13 years of experience in financial advisory roles. He has been with Maslow Wealth Advisors and its predecessor firm since 2015 and previously worked at Dimensional Fund Advisors. Outside of his advisory work, Seaman serves on the board of managers for Cibolo Al, LLC, a software company based in Austin, TX. Maslow Wealth Advisors serves a diverse client base including high-net-worth individuals, trusts, foundations, and pension plans, providing discretionary and non-discretionary investment advisory services. The firm employs a documented Investment Policy Statement-driven process with a core passive and satellite active strategy, incorporates tax-aware positioning, and manages both public and private assets through internal oversight and an investment committee.

Lucas Winskowski is a CFP® professional with 20 years of experience in the financial industry. He is currently with Alongside, LLC and serves as President of 49 Wealth Management and 818 Family Office, both investment-related entities. Winskowski also holds a board position at Benilde-St. Margaret's School. Alongside, LLC is an SEC-registered advisory firm with a 16-advisor team managing approximately $878.6 million across about 2,103 client relationships. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, utilizing a diversified, long-term asset allocation process that incorporates multiple analytical approaches and a range of investment instruments.

Jane Mepham is a CFP® with six years of industry experience, currently serving at Origin Investment Advisory LLC. She has held roles at Blend Financial, Inc. dba Origin Financial since 2021 and Elgon Financial Advisors LLC since 2020, with prior experience at Northwestern Mutual. Jane also engages in contract work as a public speaker focused on financial coaching and workshops. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a rules-based investment approach integrating Modern Portfolio Theory and behavioral finance, supported by an AI-driven advisory platform and systematic compliance processes.

Benjamin Sullivan is a CFP® professional with 10 years of industry experience, currently serving at Palisades Hudson Asset Management, L.P. in Austin, TX. He has been with Palisades Hudson since 2015. Outside of his advisory role, he is involved in financial planning activities including tax preparation, retirement planning, and estate planning through a separate financial planning business. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing using primarily mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

Juan Santamaria is a CFP® certificant with six years of industry experience, currently serving as an advisor at Austin Wealth Management, LLC. His prior roles include positions at Kestra Investment Services LLC, J.P. Morgan Securities LLC, Citigroup Global Markets Inc, Charles Schwab & Co., Inc., and TD Ameritrade. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and qualified retirement plans for small businesses. The firm employs a systematic, research-informed approach to portfolio construction and offers both retail and institutional services, including ERISA fiduciary roles and sub-advisory services.

Collin Osbahr is a financial advisor with Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes positions at Bank of America, Merrill, and Purshe Kaplan Sterling Investments. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million. The firm employs an active, macro-driven investment process focused on sector rotation, combining fundamental, technical, and cyclical analysis, and integrates financial planning with asset management across a diverse range of securities.

Victor Beck is a CFA® charterholder affiliated with Beck Capital Management LLC in Austin, TX, with five years of industry experience. Before joining Beck Capital Management in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2021 to 2022, and Ernst & Young LLC from 2017 to 2019. 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 process focused on sector rotation and combines fundamental, technical, and cyclical analysis to tailor portfolio allocations to client risk tolerances, offering integrated financial planning and asset management across a broad range of securities.

Kaitlynn Burnett is a CFP® professional at Avier Wealth Advisors in Austin, TX, with two years of experience in the financial industry. Her prior experience includes roles at Key Bank, Nike, Starbucks, and Amazon. Burnett is part of a 16-advisor team serving clients at Avier Wealth Advisors. Avier Wealth Advisors provides financial planning and discretionary investment management for individuals, families, and various business entities. The firm employs broad asset-allocation strategies using primarily mutual funds and ETFs, emphasizing low-cost institutional share classes and factor-based equity research.

Kyle Fitzgerald is a financial advisor at Partners Capital, LLC with two years of industry experience. He previously worked at Gracie Asset Management for 16 years and has been associated with Credit Suisse Securities (USA) LLC since 2007. Outside of his advisory role, Fitzgerald is a partner in a hedge fund managed by Partners Capital Investments, GP, Inc., and a partial owner of a small boutique hotel in New Orleans. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as pooled investment vehicles. The firm combines financial planning and portfolio management with sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.