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® professional with six years of industry experience, currently serving at Austin Wealth Management, LLC. His prior roles include positions at Kestra Investment Services, J.P. Morgan Securities, Citigroup Global Markets, Charles Schwab, and TD Ameritrade. Austin Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm employs an investment approach that combines academic research, systematic low-cost diversified portfolios, fundamental and technical analysis, and periodic portfolio reviews, managing over $1 billion in client assets.

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 credentials including Series 63 and Series 65 and one year of industry experience. He previously worked at Gracie Asset Management for 16 years and Credit Suisse Securities (USA) LLC for 19 years. Outside of his advisory role, he is a partner at Partners Capital Investments GP, LLC, a hedge fund focused on fixed income and equity liquid securities, 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 ongoing portfolio management and financial planning with management of a private fund pursuing an opportunistic credit and equity strategy emphasizing liquid investments and selective use of derivatives.

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 with Vann Equity Management LLC in Austin, TX, holding Series 66 and Series 63 designations and eight years of industry experience. Her prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and bespoke investment strategies, utilizing both quantitative and fundamental analysis, and incorporates sub-advisory relationships for specialized real estate 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.

Sean Pfeiffer is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with four years of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Outside of advisory work, he serves as President and Broker for Downtown Buzz Inc d/b/a Reference Insurance, a non-investment related insurance agency. Boyce & Associates Wealth Consulting provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers ERISA-focused retirement-plan services, business valuation, cash management partnerships, and insurance solutions.

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.

Ian Kloc is a CFP® professional with four years of industry experience, currently serving at Boyce & Associates Wealth Consulting, Inc. Prior to joining Boyce & Associates, he worked at Watkins Insurance Group and True Light Pools. Boyce & Associates Wealth Consulting provides asset management and financial planning services for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a combination of tailored asset allocation and multiple analytical approaches and offers specialized ERISA-focused retirement plan advisory services.

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.

Austin Delery is a CFP® professional with nine years of experience in financial advising. He currently works at EntreWealth and has prior experience at Carson Wealth Management LLC among other firms. Outside of advisory roles, he is involved with The Olivier Group LLC, where he assists advisors with research, reporting, and daily operations. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing long-term trading strategies and a variety of analytical methods while adhering to client-specific investment policies.

Chad Rixse is a financial advisor at Forefront with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Calton & Associates and WELLS FARGO Advisors. Outside of advisory work, he contributes as an AI chatbot trainer for Remotasks. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and utilizes third-party managers while maintaining affiliated businesses including tax and insurance services.

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.