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® and Series 65 registered advisor with Richard P. Slaughter Associates, Inc., where he has worked since 2020, totaling four years of industry experience. Before joining the firm, his background includes roles at the Santa Cruz Sentinel and involvement with organizations such as the Coryell Autism Center and the Santa Cruz Children's Museum of Discovery. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension plans, trusts, estates, and businesses. The firm employs active asset management coupled with comprehensive financial planning, utilizing a range of investment strategies and offering both discretionary and nondiscretionary account management.

Jacqueline Gordon is a CFA® charterholder with eight years of experience in the financial industry. She currently serves as an advisor at Meridian Wealth Advisors, LLC, where she has worked since 2016, including a prior role at Fidelity Investments. Meridian Wealth Advisors, LLC is an SEC-registered firm managing approximately $1.45 billion for over 300 clients. The firm offers comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, using a disciplined investment process that incorporates fundamental analysis, modern portfolio theory, and risk management.

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.

Jonathan Davison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Austin Asset Management Co. since 2014. He holds the Series 66 designation and is based in Austin, TX. Austin Asset serves individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the key driver of portfolio risk and return, and employs a CFP-led Investment Policy Committee to guide investment strategy and portfolio implementation.

Dianne Wade is a financial advisor with Maslow Wealth Advisors in Austin, TX. She holds a Series 65 credential and has six years of industry experience. Before joining Maslow Wealth Advisors, she worked at Magnify Capital and Enclave Advisors, LLC. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process emphasizing a core passive and satellite active mix, tax-aware positioning, and portfolio rebalancing, and it serves as an investment sub-advisor to several pooled and insurance-dedicated funds.

Rachel Van Den Berg is a financial advisor at Century Management Financial Advisors with Series 65 credentials and eight years of experience. Before entering financial advising, she spent six years in full-time education. She serves as treasurer for the Coalition for Queer Art Therapies, a nonprofit organization supporting art therapists. Century Management Financial Advisors offers investment management, financial planning, retirement-plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages portfolios based on risk-based strategies and employs fundamental research along with third-party data, overseeing both mutual funds and separately managed accounts.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Laura Stitt is a CFP® professional with three years of industry experience. She has worked at Austin Asset since 2021 and previously was with SGH Management Company, LLC from 2017 to 2021. Austin Asset is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm uses an asset-allocation framework focused on diversification and institutional share-class mutual funds, with investment oversight by a committee of CERTIFIED FINANCIAL PLANNER™ practitioners.

Michael Quigley is a financial advisor with Beck Capital Management LLC in Austin, TX. He holds the ChFC® designation and Series 65 and 63 licenses, with 34 years of industry experience. Prior to joining Beck Capital Management in 2020, he worked at James Wendlandt and Northwestern Mutual. Beck Capital Management LLC is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a sector-rotation investment approach supported by data-driven research and offers model portfolios across various risk profiles, including a broad range of market-traded and non-traded investments.

Mark Mangum is a financial advisor with Eltekon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held various roles across affiliated entities, including Eltekon Insurance Agency and Eltekon Holdings, where he remains a member. Mangum serves as a board member of Prime Bank. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market investments.

Amy Calistri is a financial advisor at Black Barn Financial, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Black Barn Financial since 2016. Outside of her advisory role, she writes news articles about sports and the sports betting industry for NS Sports Media. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations through a five-advisor team managing approximately $164.6 million. The firm provides discretionary asset management alongside financial planning and consulting, utilizing both fundamental and technical analysis and incorporating client ESG preferences when desired.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Stephanie Morgan is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with three years of industry experience. She holds a Series 65 designation and previously worked at Petros PACE Finance and GoMedigap. Morgan also has a background in academia from her time at the University of Texas at Austin. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a structured client process and combines multiple analytical approaches to build customized portfolios, maintaining an institutional relationship that offers economic benefits and operational strengths.

Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, providing comprehensive wealth management and discretionary investment advisory services with an emphasis on diversification, risk management, and cost-conscious returns. The firm manages approximately $1.1 billion in assets and offers family-office style services, typically coordinating with clients’ CPAs and attorneys.

Brian Noonan is a financial advisor with Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Meridian in 2019. He serves as a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, where he provides advisory feedback on fund-level decisions without compensation. Meridian Wealth Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, utilizing fundamental analysis, modern portfolio theory, and risk management, with a range of investment instruments and notable use of derivatives and account-level borrowing in separately managed accounts.

Justin Simmons is a financial advisor at Beck Capital Management LLC in Austin, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Beck Capital Management since 2009. Outside of his advisory role, Simmons operates an insurance agency as a sole proprietor, focusing on the sale of fixed insurance and fixed and equity-indexed annuities. Beck Capital Management is a SEC-registered investment adviser that provides discretionary asset management and modular financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation investment approach supported by data-driven research and offers personalized portfolios across defined risk profiles.

Courtney Bechtol is a financial advisor at Oxbow Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Oxbow Advisors since 2011. Outside of her advisory role, she serves as treasurer for Foster Angels of South Texas, a nonprofit focused on improving the lives of children in foster care. Oxbow Advisors provides discretionary portfolio management, financial planning, corporate retirement consulting, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm’s investment process incorporates fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, liquidity, and tax considerations.