David Dodson is a CFP® and CFA® with 22 years of industry experience. He is currently with Hampton Rock Wealth Management, where he has worked since 2024. His prior experience includes roles at Oppenheimer & Co. and BB&T entities. 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, employing a combination of fundamental, quantitative, and modern portfolio theory analyses to construct tailored portfolios.

Jamie Smith is a financial advisor at First Financial Coaching, Inc. with 13 years of industry experience. He previously worked at Wealth Strategies, Inc. for 15 years and spent one year at Osaic Wealth, Inc. Outside of his advisory role, he is the director of the Lonestar Softball Club, a travel softball organization, and owns a brand and podcast content creation business called Common Cents. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

Travis Penfield is a financial advisor at Alongside, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Penfield serves as CEO of 818 Family Office, LLC and is involved with charitable planning through his role as CEO of 25 Giving, a company focused on structuring charitable giving and partnering with nonprofits. He also serves as a board member of a nonprofit kids' camp and represents athletes for NIL contracts through Acts of Athletes. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a 16-advisor team. The firm emphasizes diversified, long-term asset allocation using a blend of fundamental, cyclical, technical, and behavioral analysis, offering services including financial planning, investment management, retirement-plan consulting, and fractional family office solutions.

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.

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.

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Alvarez and Marsal and Kroll, as well as a five-year tenure at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered firm with a six-advisor team managing approximately $192 million for around 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Its portfolios use proprietary model sleeves combined with fundamental, quantitative, and modern-portfolio theory analyses, allowing for tailored client solutions and monitoring of held-away assets when integrated on its technology platform.

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.

Jason Jupiterwala is a financial advisor at Alongside, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is also involved in selling and servicing fixed insurance contracts and serves as owner and secretary of an LLC established for business expenses. 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 and offers model-based and outsourced CIO solutions, including oversight of third-party managers and model providers.

Ryan Hart is a CFP® with six years of industry experience, currently serving as a financial advisor at Optas, LLC since 2019. Prior to joining Optas, he worked at Wells Fargo Advisors and Kern Segal & Murray. He holds a degree from the University of California Berkeley. Optas, LLC provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs multiple analytical approaches and offers integrated services such as tax preparation and estate planning alongside investment management.

Frederick Glasser Jr. is a financial advisor with Optas, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he pilots aircraft in Austin, TX. Optas, LLC offers comprehensive financial planning, investment management, and consulting services to individuals, trusts, corporations, and retirement plans, utilizing a range of analytic approaches and investment strategies tailored to client needs. The firm also provides ancillary services such as tax preparation and estate planning, and may manage client entities with associated custody arrangements.

Robert Emrich III is a financial advisor with Castleview Partners, LLC and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at Lake Point Wealth Management, Acruence Capital, Manning & Napier, AllianceBernstein, and Lord, Abbett. He is the founder and managing partner of Acruence Capital, LLC, an SEC-registered investment advisory firm where he also serves as an outsourced Chief Investment Officer and portfolio manager. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management and access to third-party money managers, utilizing a mix of internally managed models, TPMM strategies, and direct holdings tailored to client goals and risk tolerance.

Dustin Millard is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Alongside, LLC and Oakwood Capital Securities, Inc., and previously worked at Schwab Private Client Investment Advisor, Inc. and Commonwealth Financial Network. Millard is a co-owner of VM Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance businesses. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, utilizing diversified, long-term asset allocation supported by a mix of analytical approaches and proprietary portfolios.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Meghan Railey is a CFP® professional with 18 years of industry experience. She has been with Optas, LLC since 2019 and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory role, she manages bill pay operations for Parhelion, LLC and related entities. Optas, LLC provides financial planning, investment management, retirement plan consulting, tax preparation, and estate-planning services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach tailored to client risk profiles and offers a broad range of ancillary services beyond typical financial advising.

Stuart Brown is a financial advisor at HamptonRock Wealth Management in Austin, TX, with 21 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at firms including KAL Capital Market LLC, BV Investment Partners, and Hilltop Securities. HamptonRock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm employs proprietary model portfolios and a combination of fundamental, quantitative, and modern portfolio theory analyses, offering discretionary and non-discretionary asset management alongside consultative financial planning and family-office administrative services.

Kenneth Cusick Jr. is a financial advisor with Alongside, LLC in Austin, TX, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments, Texas Family Wealth, and Merrill. He also worked with The John G. and Marie Stella Kennedy Memorial Foundation. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million across over 2,100 client relationships. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, utilizing a diversified, long-term investment approach informed by various analytical methods.

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.

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. His prior experience includes roles at Truist Investment Services and BB&T over a span of more than a decade. Hampton Rock Wealth Management is a six-advisor team managing approximately $192 million for around 50 clients, serving individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. The firm uses proprietary model portfolios combining equity, fixed-income, and ETF strategies, applying fundamental, quantitative, and modern portfolio theory analyses to tailor investment solutions and provide consultative financial planning and family-office administrative services.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management with experience that includes roles at KPMG and Southern Methodist University. She joined Hampton Rock in 2024 and holds relevant industry credentials. The firm, consisting of six advisors and managing approximately $192 million, serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. Hampton Rock Wealth Management offers a range of services including discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services, utilizing proprietary portfolio models and a consultative planning approach.

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.