Mark Okamoto is a financial advisor at Century Management Financial Advisors in Austin, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2006. 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 solutions across multiple risk profiles and manages its own mutual fund series, combining detailed analysis with a variety of implementation methods.

Taylor Bennett is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Maslow, Bennett worked at Durbin Bennett Private Wealth Management and C3 Presents. Maslow Wealth Advisors offers investment advisory and financial planning services to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process, blending passive and active strategies, and serves as a sub-advisor to private funds while managing client portfolios through independent managers.

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 with Wealth Care LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her work history includes roles at HB Wealth Management, Schnall Advisory Services, TIAA-CREF, and Learnvest Planning Services. 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, core-and-satellite approach focused on passively managed index funds and ETFs with selective active management, managing approximately $668 million in assets with a compact advisory team.

David Featherston is a financial advisor at Shadowridge Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Whitley and Siddons, Inc. since 2022. Outside of advising, he also works as a CPA Consultant in Austin, TX. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to implement various investment strategies and offers services such as direct portfolio management, fixed-fee financial plans, and sub-advisory arrangements.

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 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 for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.

Alexandra Russell is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 credentials with nine years of industry experience. She previously worked at UBS from 2015 to 2019 before joining Maslow Wealth in 2021. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process incorporating both passive and active strategies, emphasizing tax-aware positioning and rebalancing, and is notable for its role as a sub-advisor to private funds included in client assets under management.

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.

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.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Ornamental Iron Fence Supply. Outside of his advisory role, he is involved as a musician at The Austin Stone Community Church. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and offers ERISA plan services, coordinating with sub-advisors and third-party managers while maintaining oversight.

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.

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.