Adam Todd is a CFP® professional with 23 years of experience in financial advising. He has been with Financial Management Professionals, Inc. since 1997. Based in Austin, TX, he holds the Series 63 designation. 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 utilizes model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis with ERISA fiduciary responsibilities for retirement accounts.

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, with Series 65 credentials and one year of industry experience. Prior to joining Hampton Rock, she worked at Alvarez and Marsal and Kroll. She also spent five years at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities with a range of services including discretionary and non-discretionary asset management, consultative financial planning, pension consulting, and family-office administrative support.

Dana Croswhite is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Oxbow Advisors, LLC since 2015, where he serves as a financial advisor. Oxbow Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars to individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various investment strategies.

Chad Rixse is a financial advisor with Forefront Wealth Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Calton & Associates and Wells Fargo Advisors. In addition to his advisory work, he is involved with Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services. Forefront Wealth Partners is a team-based firm serving individuals, business owners, and corporate clients with discretionary investment management, financial planning, and estate coordination. The firm uses customized portfolios aligned with client-specific policies and integrates related businesses such as tax and insurance services within a multi-advisor structure.

Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2013 to 2017. Outside of finance, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors, LLC serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $1.45 billion across a team of nine advisors. The firm employs a comprehensive wealth management approach that integrates fundamental analysis, modern portfolio theory, and risk management, offering a range of investment strategies including discretionary portfolio management and private placement consulting.

Jeremy Aston is a CFA® charterholder with three years of industry experience. He is currently with Centennial Advisors, LLC, where he has worked since 2022. Prior to that, he was employed at Bridgepoint Consulting and was self-employed for brief periods, and he spent 12 years at the Teacher Retirement System of Texas. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients’ goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Darren Anderson is a CFA® charterholder with seven years of experience in the financial industry. He has been with Alpha Capital Management in Austin, TX since 2016. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm combines quantitative methods and optimization models with an emphasis on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

Sasa Savkovic is a financial advisor at Coyle Capital, LLC with one year of industry experience. Prior to joining Coyle Capital, he worked at Charles Schwab for three years and spent nine years at Pappas Restaurants, Inc. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.

Jack Cowling is a CFA® charterholder with 12 years of industry experience. He has worked at Austin Asset since 2024 and previously held roles at Waterway Wealth Management, L.L.C. and Altruvista LLC. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary wealth management and comprehensive planning services. The firm focuses on asset allocation as the primary driver of portfolio risk and return, integrating planning and portfolio construction through a CFP™-led Investment Policy Committee that guides investment philosophy and implementation.

Timothy Nabers is a financial advisor at FMP Wealth Advisers with 24 years of industry experience. He holds the Series 66 designation and has worked at Financial Management Professionals, Inc. since 2018, following a 13-year tenure at Raymond James & Associates. Nabers serves as a director on the board of Citizens National Bank in Brownwood, TX. FMP Wealth Advisers provides financial planning and investment management 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 based on a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Tanner Banister is a CFP® with eight years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. He has previously worked at Kestra Investment Services, Calton & Associates, Waterloo Capital Management, LPL Financial, and AXA Advisors. 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 active asset management combined with comprehensive financial planning and offers a range of investment strategies including options and derivatives management.

Joseph Zaghrini is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential. He has approximately one year of industry experience, including time at Maslow Wealth Advisors and prior roles at firms such as WOLF and Beyond Finance. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing, tax-aware positioning, and net returns.

Max Mangum is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 designation and five years of industry experience. He serves as CEO of Terra Primera, a startup specializing in carbon emissions measuring technology, and is a board member of BAT Investments, Inc., a holding company for Capital Bank of Texas. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management alongside financial planning, family-office, retirement-plan consulting, and real estate advisory services. The firm employs a team-based investment approach that incorporates fundamental and technical analysis, independent research, and a mix of public and private market allocations.

William Hehman is a CERTIFIED FINANCIAL PLANNER™ with 24 years of industry experience. He has been with Austin Asset Management Co. since 2007. Austin Asset serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary factor in portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee.

Edward Moody is a Series 66 licensed advisor with CFM Wealth Partners LLC in Austin, TX, bringing 22 years of industry experience. He previously worked at Stephens Inc for seven years before joining CFM Wealth Partners in 2019. He serves as Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a nonprofit hospital foundation. CFM Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and select individual securities, combining fundamental and technical analysis with ongoing client communication and internal research.

Liam Toohey is a CFP® professional with five years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. He has been with the firm since 2020 and has prior experience including roles in media and education. 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 active asset management combined with comprehensive financial planning and offers a range of strategies including fundamental and technical analysis, options writing, and manager selection.

Jacqueline Gordon is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. Her career includes prior roles at Fidelity Investments and its Institutional Services Company. 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 discretionary, model-driven portfolio management with a focus on long-term strategies and risk management, utilizing a range of investment tools including derivatives and private placement consulting.

Robert Gauntt is a financial advisor at Capital Creek Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Creek Partners since 2019, following an 11-year tenure at Avalon Advisors, LLC. Mr. Gauntt serves on the Board of The University of Texas Investment Management Company and participates in its Compensation and Risk Committees; he is also an advisory board member for Treaty Oak Equity LLC and a General Partner at Capstar Ventures LP. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing wealth management, family-office services, and access to public and private investments. The firm’s approach emphasizes due diligence and utilizes third-party managers and private-market access to create tailored portfolios for a select number of family clients.

Matthew Swarbrick is a financial advisor at Alongside, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and serves as president of an LLC that supports his former firm’s business operations. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, often using model portfolios and third-party managers while overseeing their alignment with client objectives.

Melody Brady is a CFP® professional with 15 years of industry experience, currently working with Forefront Wealth Partners in Austin, TX. Her prior experience includes roles at CUSO Financial Services, Charles Schwab, and Beechmont Financial Group LLC. Forefront Wealth Partners is a team-based advisory firm serving individual clients, business owners, and corporate clients with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor structure and uses both in-house and third-party resources to deliver customized portfolio management and estate-planning coordination.