Laura Redfern is a CFP® professional with 18 years of experience in the financial industry. She has been with Shadowridge Asset Management, LLC since 2013 and holds a Series 66 license. Outside of her advisory role, she owns and manages Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers third-party managed solutions as well as an affiliated private fund for qualified clients.

James Oakley is a CFP® and CFA® with 50 years of experience in the financial industry. He is a principal and majority owner of Oxbow Advisors, LLC, where he has worked since 2011. Oakley also serves as a director at American Bank and is involved in several business ventures, including founding two nonprofit organizations that support foster children in Texas. Oxbow Advisors provides discretionary portfolio management, financial planning, and corporate retirement consulting to individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a multi-strategy investment approach that combines fundamental, technical, and cyclical analysis to customize portfolios according to client needs.

Christian Hudspeth is a CFP® professional with five years of experience at FMP Wealth Advisers in Austin, TX. His previous roles include positions at Jackson Hewitt Tax Service, self-employment, and World First USA. FMP Wealth Advisers is a fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services.

Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.

Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. 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 through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.

Blake Broussard is a financial advisor at Optas, LLC with a Series 65 credential and no prior industry experience. Outside of finance, he is involved in music education as a vocal coach at Hudson's on Mercer Street, a music school and venue in Dripping Springs, TX. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.

Joseph Ingram III is a financial advisor at EntreWealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Centric Advisors, LLC for nine years. Outside of his advisory role, he serves as a board member of the Humble Whiskey Club and is a licensed insurance agent. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, employing a variety of analytical approaches and pursuing long-term trading strategies tailored to client-specific Investment Policy Statements. The firm also sponsors pooled investment vehicles and offers portfolio management through custodian platforms.

Daphne Jordan is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Pioneer Wealth Management Group since 2017. Prior to this, she worked at Austin Asset Management from 2013 to 2017. Outside of her advisory role, she owns The Blossom Box LLC, a floral arranging business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused strategies, and offers a variety of engagement models including subscription advisory services and consulting for workplace retirement plans.

Meredith Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. She has been with the firm since 1998, which has a team of seven advisors. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research conducted by CFA-qualified staff, managing portfolios tailored to individual client circumstances with a focus on low turnover equity holdings and investment-grade fixed income.

Aaron Soderberg is a financial advisor at BirdRock Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ndx Trading, Inc. since 2002. Outside of advising, he serves as director and secretary of Portable Securities of MN, Inc., a company that rents storage containers to consumers and businesses. BirdRock Wealth advises individual and high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and non-discretionary portfolio management, emphasizing value-oriented, bottom-up fundamental research combined with quantitative screening and proprietary metrics.

Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. 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 employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.

Bryan Shuda is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously worked at Truist Investment Services, Truist Financial Corp, and BB&T in various advisory roles spanning over a decade. Hampton Rock Wealth Management serves individuals, small businesses, trusts, estates, pension and profit-sharing plans, and charities. The firm employs proprietary model portfolios and a blend of fundamental, quantitative, and modern portfolio theory analysis to deliver tailored discretionary and non-discretionary investment management and consultative financial planning.

Derek Jones is a financial advisor at The Institute with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sowell Financial Services and Concert Wealth Management. Outside of his advisory role, he is a principal in two businesses focused on fuel reclamation and business consulting. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple offices and private funds.

Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting 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, offering negotiable performance-based fee arrangements for eligible clients.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management in Austin, TX, with experience since 2024. Prior to joining Hampton Rock, she worked at KPMG from 2021 to 2024 and has an academic background from Southern Methodist University. Hampton Rock Wealth Management serves individuals, small businesses, trusts, estates, pension plans, and charities, offering discretionary and non-discretionary asset management alongside financial planning and estate-planning assistance. The firm uses proprietary model portfolios and combines multiple analytical approaches to align investments with client objectives and risk tolerance.

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.

Loren Arzayus is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential with one year of industry experience. Prior to joining Maslow Wealth Advisors, Loren worked at Brookstone Capital Management and has had roles outside of finance, including with the Houston Swim Club and LPC Personnel. Loren attended Carleton College from 2021 to 2025. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, and other entities. The firm employs a top-down investment approach based on customized Investment Policy Statements, combining passive and active strategies, and is noted for its role as a sub-advisor to private and insurance-dedicated funds.