Sean Scruggs is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network (Abiding Wealth Partners), Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory role, he serves as president of Ridgemont 1C110, LLC, an entity established to support the business operations of Abiding Wealth Partners. 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 strategy grounded in Modern Portfolio Theory and is notable for its role in selecting and overseeing other advisers and model providers, including partnerships for outsourced CIO and model services.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is also an independent insurance agent operating in Austin. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. The firm employs a multi-factor proprietary quantitative screening combined with fundamental research to implement diversified strategies across equities, fixed income, ETFs, and managed portfolios.

Shannon Pitcher is a financial advisor at Terry McDaniel & Company in Austin, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Terry McDaniel & Company since 2019, following a decade at Integra Asset Advisors, LLC. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations, managing approximately $1.78 billion in assets across seven advisors. The firm emphasizes bottom-up fundamental research, with equity portfolios typically holding about 25 individual positions and fixed income allocations tailored to clients’ tax status and risk tolerance.

Richard Bach is a financial advisor at Dash Investments in Austin, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally focusing on accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach with integrated tax planning and monthly portfolio reviews.

Ashley Kilgust is a CFP® professional with nine years of experience in financial advising. She has been with Maslow Wealth Advisors since 2017 and previously took a year for extended travel. She is a passive investor in a software company based in Austin, Texas. Maslow Wealth Advisors serves a diverse client base including individuals, trusts, foundations, and institutions, offering discretionary and non-discretionary investment advisory services. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with a focus on rebalancing, tax awareness, and after-cost returns.

Eric Lane is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. His prior experience includes roles at Dimensional Fund Advisors and several other firms. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term, diversified approach grounded in Modern Portfolio Theory and efficient-market principles, incorporating mutual funds, ETFs, and fixed-income strategies.

William Keenan is a financial advisor with IronBridge Private Wealth, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He co-owns a rental property in Horseshoe Bay, TX, with his spouse. IronBridge Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s Financial Profile and Investment Plan, utilizing a range of vehicles including separately managed accounts, mutual funds, ETFs, equities, fixed income, and alternatives, and is notable for its negotiable performance-based fee arrangements.

Nicolle Yates is a Certified Financial Planner™ with four years of industry experience. She is currently with Pioneer Wealth Management Group, where she has worked for a total of two years, and previously held positions at several firms including Austin Wealth Management, Creative Planning, and ML&R Wealth Management. Outside of financial services, she has experience teaching Pilates and barre. Pioneer Wealth Management Group serves individuals, trusts, estates, and small businesses with financial planning and discretionary portfolio management. The firm employs long-term, globally diversified portfolios and offers flexible engagement models, including subscription advisory services and various wealth-planning options.

Sebastian Caicedo is a Series 65-licensed financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, with four years of industry experience. Prior to joining 57 West Capital Advisors, he worked at Inversiones Caicedo Posada, Marsh, XyZ Estrategias, and Universidad de Los Andes. He is also a partner involved in management and board decisions at a family agricultural business in Colombia. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients, focusing on long-term equity ownership through a proprietary selection and valuation process. The firm serves high-net-worth clients with diversified portfolios typically held for several years, maintaining an international orientation and offering detailed monthly performance evaluations.

Michael Reese is a CFP® with 15 years of industry experience, currently serving at Centennial Advisors, LLC since 2018. He previously worked at Centennial Wealth Advisory, LLC for 17 years and operates Michael D. Reese Consulting, a firm that assists independent financial advisors. He is also CEO of The MKR Group, LLC, the holding company of Centennial Advisors and his consulting firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm’s investment approach focuses on fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary management and access to various investment vehicles.

Patrick Deist is a CFP® professional with 10 years of industry experience. He currently works at Oakwell Private Wealth Management and has previously held roles at Hilltop Securities, Merrill, UBS Financial Services, and Fidelity Brokerage Services LLC. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, as well as various trading strategies and may allocate assets to third-party managers.

Aaron Buckholtz is a CFA® charterholder with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1990. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages separate accounts and a mutual fund family, using tailored investment approaches across defined risk profiles and a combination of mutual funds, ETFs, stocks, and bonds.

Heather Johnson is a financial advisor at Shadowridge Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously been involved with CleanR, LLC as owner and executive director, a professional cleaning services business. Shadowridge Asset Management provides fee-based investment advisory services primarily to individual and retirement-plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment strategies including mutual funds, ETFs, and alternative investments.

John Mc Glothlin III is a CFP® with eight years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. His background also includes a role at the Kelly School of Business, Indiana University. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach involving equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

Kathryn Brown is a financial advisor at Maslow Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co., Vida Capital, and Maslow Wealth from 2012 to the present. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, corporations, and other advisers. The firm employs a top-down investment process with a core-satellite approach and offers access to private deals and pooled vehicles, including acting as a sub-advisor to certain private funds.

Erin Hay is a CFA® charterholder with 14 years of industry experience. She has worked at Austin Wealth Management, LLC since 2026 and previously spent seven years at Monument Wealth Management and three years at Compass Point Research & Trading, LLC. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as an ERISA fiduciary for employer plans.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. 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 emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

James Pendleton is a financial advisor at FMP Wealth Advisers in Austin, TX, holding a Series 65 credential with six years of industry experience. His prior roles include a position at First Financial Trust and four years at Abilene Christian University. FMP Wealth Advisers offers fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolio management, separately managed accounts, and retirement-plan fiduciary services, managing approximately $1.34 billion in assets with a focus on discretionary accounts and private pooled investment vehicles.

James Clarren is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including American Trust Investment Services and DCL Assets. In addition to advisory services, he is involved in fixed insurance activities. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning, including services for complex estate, tax, and business matters.

Matthew Warner is a financial advisor at Peak Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Peak Financial Planning, he worked at Dimensional Fund Advisors and Weaver. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across retirement, college funding, estate planning, tax strategies, business planning, and employee benefits. The firm employs an investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating multiple strategies and active monitoring within a fixed-fee subscription model.