Jonathan White is a financial advisor with Analog Capital Partners LLC in Austin, TX, holding five years of industry experience. He is also the principal of Jonathan R White CPA Inc, an accounting firm he founded in 2013. Analog Capital Partners provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Guillermo Pestana Muller is a financial advisor at Austin Asset with four years of industry experience. He holds the Series 66 designation and has worked previously at Dimensional Fund Advisors and The Claro Group. His background also includes a five-year period at The University of Texas at Austin. Austin Asset is a discretionary wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes an asset-allocation approach focused on diversification and rebalancing, utilizing institutional share-class mutual funds, and provides specialized services such as expert witness consulting and comprehensive wealth planning.

Mark Olson is a CFP® with 35 years of experience in the financial services industry. He is currently with Cornerstone Planning Group and has held roles at Horizon Wealth Strategies, NYLife Securities LLC, Eagle Strategies LLC, and New York Life Insurance Company. Olson volunteers with the Hill Country Conservancy in Texas and serves on the finance committee, and he is a board member of the St. Martin's Lutheran Church Endowment. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, foundations, and qualified retirement plans. The firm emphasizes fee-only fiduciary services and typically employs passive investment strategies using low-cost mutual funds and ETFs tailored to client goals and risk tolerance.

Philip Matherly is a financial advisor at Ironoak Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Wells Fargo, JP Morgan Securities, and KeyBank. Ironoak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in developing investment strategies and offers a fixed-fee comprehensive planning product with year-long client portal access.

Jack Tamez is a financial advisor with BirdRock Wealth in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with BirdRock Asset Management since 2013. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation, along with financial planning and an hourly-advice option.

Lisa Capriotti is a financial advisor with Empower Wealth Management in Cedar Park, TX. She holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at LPL Financial. Outside the financial industry, she has been involved with Charleston Judo and Jiujitsu since 2020. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies, conducts at least annual account reviews, and offers services supported by third-party sub-advisers.

Tanya Winch is a Series 65-licensed financial advisor with Winch Financial in Austin, TX, where she has worked since 2006. She has 10 years of industry experience. Outside of finance, she owns and performs as a musician through her business, Tanya Winch Music. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, consulting, and educational seminars with an investment approach that incorporates both fundamental and technical analysis.

Brooksher Morgan is a CFP® and holds a Series 65 license with 14 years of industry experience. He currently works at WorthPointe, where he has been since 2013, and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, as well as corporations and retirement plans. The firm follows an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios implemented mainly through mutual funds and ETFs.

Tylor Seaman is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding CFP® and CFA® credentials with 12 years of industry experience. He has been with Maslow Wealth, formerly Durbin Bennett Private Wealth Management, since 2015. Seaman serves on the board of managers for Cibolo AI, a software company based in Austin. Maslow Wealth Advisors provides investment advisory services and financial planning to a broad client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements and manages portfolios using a core (passive) and satellite (active) strategy, including access to private deals and pooled funds.

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 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.