Eric Dolin is a financial advisor at Forefront Wealth Partners with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Rembrandt Financial Group and J.P. Morgan Wealth Management. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm offers customized investment policies, cash-management solutions, and access to third-party managers and turnkey asset management platforms.

Natalie Picha is a financial advisor at RHP Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. Outside of her advisory role, she is a 60% owner of Darrell Picha Creative, a branding and creative consulting business, and volunteers as a financial education instructor for Women’s Wealth Now. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, and businesses, offering wealth management services with a focus on diversified, tax-aware asset allocation and behavioral considerations.

Michael Berger is a financial advisor at Optas, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optas since 2019, following roles at Wells Fargo Clearing Services and Wells Fargo Advisors. 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 variety of analytical approaches and integrates investment management with in-house tax preparation and estate-planning support, managing approximately $741 million in discretionary assets as of the end of 2024.

Sean Tuohy is a financial advisor at Caldwell Sutter Capital, Inc. in Austin, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked for SWBC Investment Company and SWBC Investment Services LLC for nine years. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

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.

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, 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.

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.

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 credentials and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Optas in 2019. Outside of his advisory work, he is a licensed pilot and manages bill pay operations for several entities unrelated to investment management. Optas, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers a comprehensive service set including tax preparation, estate planning, and specialized investment strategies.

Robert Emrich III is a financial advisor with Castleview Partners, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Castleview Partners since 2017 and previously worked at Manning & Napier Investor Services, Inc. and Acruence Capital, LLC, a firm he founded in 2020. In addition to his advisory role at Castleview, Mr. Emrich serves as Managing Partner of Acruence Capital and acts as a portfolio manager for the Acruence Active Hedge U.S. Equity ETF (XVOL). Castleview Partners is a multi-team advisory firm that provides asset management and tailored investment services to its clients, focusing on creating and managing investment models and portfolios.

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® with 18 years of industry experience, currently serving as an advisor at Optas, LLC since 2019. Prior to joining Optas, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2019. Outside of her advisory role, she manages bill pay operations for real estate holdings through her position as manager at Parhelion, LLC. Optas, LLC provides financial planning, investment management, retirement plan consulting, tax preparation, and estate-planning services to a diverse client base including individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs a multi-strategy investment approach tailored to client needs, incorporating discretionary portfolio management and access to independent and private investment managers.

Stuart Brown is a financial advisor at Hampton Rock Wealth Management with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KAL Capital Market LLC and BV Investment Partners, L.P. He is also affiliated with HamptonRock Partners. 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, offering discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Portfolios are constructed using proprietary models and a combination of fundamental, quantitative, and modern portfolio theory analyses.