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.

Mariana Llamas is a CFP® and Series 65 licensed financial advisor with five years of industry experience. She currently works at Brio Financial Group and previously held roles at Xena Financial Planning LLC and several other firms. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, providing discretionary asset management along with standalone financial planning and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets and employs a multi-advisor team utilizing a range of analysis techniques and fiduciary services under ERISA and DOL guidance.

Ian Tennant is a Chartered Financial Consultant (ChFC®) and holds a Series 65 license with 13 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX, since 2012. Tennant serves as the treasurer for the Chamonix Owners Association and is a 50% owner of Cyntennial Ventures LLC, an investment vehicle for personal private equity interests with no current business activities. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, along with pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, offering factor-based and ESG-focused options, and incorporates multiple non-traditional engagement models including subscription advisory services and various wealth-planning fee structures.

Michael Brewer is a CFA® charterholder with 11 years of industry experience, currently serving at WealthPlan Investment Management LLC since 2024. His prior roles include positions at WealthSource Partners, LLC and SurePath Wealth Management, LLC. In addition to his advisory work, he is president and owner of Adviser Growth Experts, a consulting business that assists financial advisors with firm acquisitions, expansions, and sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement plan services to individuals, high-net-worth clients, and institutional entities, employing model-based strategies and a diverse range of investment vehicles.

Kristen Fuhrman is a financial advisor at Vann Equity Management LLC in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and customized investment strategies, utilizing quantitative, fundamental, and technical analysis along with structured sub-advisory relationships, particularly in real estate-oriented investments.

Preeti Narayan is a CFP® professional with seven years of industry experience. She currently works at Austin Asset and previously held roles at CFM Wealth Partners LLC and Plante Moran Financial Advisors. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. 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.

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, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Alvarez and Marsal and Kroll, as well as a five-year tenure at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered firm with a six-advisor team managing approximately $192 million for around 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Its portfolios use proprietary model sleeves combined with fundamental, quantitative, and modern-portfolio theory analyses, allowing for tailored client solutions and monitoring of held-away assets when integrated on its technology platform.

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.

Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Meridian since 2018, following a four-year tenure at Raymond James & Associates. Outside of her advisory role, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services, serving individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with active use of derivatives and customized strategies for a relatively small client base.

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.