Wael Salam is a financial advisor at Point Nemo Capital, LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Spectrum Capital Partners and Galapagos Partners, L.P. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts and offers access to financial-planning software along with monthly reports. The firm employs two main strategies involving diversified ETF allocation and concentrated equity growth with options overlays, emphasizing continuous monitoring and risk management.

Danial Verhaalen is a financial advisor at Hackett Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Charles Schwab & Co., Inc. since 2016. Hackett Financial Group provides portfolio management and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and banking institutions. The firm employs an asset-allocation strategy utilizing low-cost ETFs and structured banknotes, combining fundamental, technical, and cyclical analysis in its portfolio management.

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Raymond James & Associates, Ameriprise Financial Services, and Cantella & Co., Inc. Outside of advising, she has been involved as a partner in a real estate development business. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, while offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Stephen Curran is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Curran Financial Partners since 2015. Outside of advising, he serves as Vice President of Susan Curran Financial, a tax preparation and accounting firm, and volunteers as a board member for Dripping Springs Columbus Charities and as a registered agent for Helping Hands Sierra Leone. He also provides standby emergency medical services as a Fireline EMTB on federal wildland fires. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct strategic asset allocations, primarily using mutual funds and ETFs with a long-term focus, and provides ongoing portfolio reviews and client communications.

Adam Hull is a financial advisor at Brookline Wealth, LLC in Austin, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Redbud Advisors, AdvicePeriod, RPG Family Wealth Advisory, and Ram Financial Group. Brookline Wealth provides wealth advisory oversight and discretionary portfolio management for high-net-worth individuals, families, and business entities, offering integrated planning services such as accounting oversight, trust advisory, estate and wealth transfer planning, philanthropy, and concentrated-wealth strategies. The firm emphasizes tailored family governance and operates with a fixed advisory fee model.

David Martinez is a CFP® with 32 years of industry experience, currently serving at ENZI Wealth in Austin, TX. Before joining ENZI Wealth, he spent 16 years at Ameriprise Financial Services, Inc. He is also the managing partner of ENZI Tax, LLC, a tax preparation and accounting business. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage portfolios and extends services to held-away assets using a third-party platform.

Gerald Shaw Jr. is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Forefront. His prior roles include positions at Stark Financial Advisers, Mutual Trust Company of America Securities, and Calton & Associates. Outside of his advisory work, he owns and operates Seminole Tax Pros, LLC, a tax preparation and consulting business. Forefront Wealth Partners provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm emphasizes customized investment policies and asset allocation with ongoing portfolio monitoring while offering tax, insurance, and retirement-plan services through affiliated businesses.

Terry McDaniel is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company since 1985. The firm provides discretionary investment management of stock and bond portfolios for individuals, retirement accounts, trusts, estates, and charitable organizations. Terry McDaniel & Company serves clients through a team of seven advisors, managing approximately $1.78 billion in assets with a focus on bottom-up fundamental research and individualized portfolio structuring based on income, assets, insurance, tax, and family considerations.

Matthew Jachimiak is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding the CFA® designation and a Series 65 license. He has 22 years of industry experience, including 12 years with Maslow Wealth Advisors. He serves as an external board member for Christopher Investment Company, providing insight into investment management for family offices. Maslow Wealth Advisors offers investment advisory services and financial planning to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies across public and private markets, and acts as a sub-advisor to private funds.

Scott Honig is a financial advisor at Capital Creek Partners in Austin, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CAZ Investments LP, Crestone Asset Management, LLC, and U.S. Bank. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing individualized wealth management and family-office services. The firm employs a due diligence-driven, holistic investment approach that emphasizes third-party managers, sponsored pooled vehicles, and negotiated private-market access to create tailored portfolios.

Grant Daley is a financial advisor at Eltekon Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Acre Investments and the University of California, Berkeley. Eltekon Advisors provides investment advice and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio management, combining fundamental and technical analysis with independent research and a mix of public and private market allocations.

James Denholm is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Denholm has been with IronBridge Private Wealth since 2017. 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, with options for performance-based fee arrangements.

Isaac Thompson is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He currently works at Maslow Wealth Advisors and has prior experience at Moontower Partners and Woods Capital Management. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive and active strategies, tax-aware positioning, and oversight by an internal investment committee.

Brian Elliott is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Thrivent Advisor Network, Primerica Advisors, Lone Star Financial Network, and BBVA entities. Outside of advisory work, he is a partner in a real estate investment group and holds a passive ownership interest in a spouse’s salon business. 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, incorporates model portfolios and third-party managers, and offers fractional family-office services through an affiliated entity.

Melanie Johnson is a financial advisor with Beck Capital Management LLC in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She serves as President and Owner of Divorce Financial Solutions, a financial analysis firm specializing in marital assets, and has been involved with Second Saturday as National Director since 2021, focusing on educational initiatives related to divorce. Johnson has worked at Beck Capital Management since 2011. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million for about 449 clients. The firm employs an active, macro-driven investment process centered on sector rotation, using institutional-grade research and a combination of fundamental, technical, and cyclical analysis.

Gabriel Thornhill IV is a CFA® charterholder with 20 years of experience in the financial industry. He has been with MPM Wealth Advisors since 2015 and holds a Series 63 license. Thornhill serves as a board member for Austin Trust Company. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios mainly constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Daniel Snowden is a CFP® professional with six years of experience in financial advising. He has worked at ENZI Wealth since 2021 and previously held positions at Ameriprise Financial Services and Texas A&M University. Outside of finance, he has experience in the food service industry through his time at Mad Taco. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a blend of fundamental analysis, technical charting, and modern portfolio theory, offering both long- and short-term strategies while incorporating held-away account connectivity and fiduciary support services.

Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and third-party managers to deliver tailored strategic advice across public and private asset classes.

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

Charlotte Pace is a financial advisor at Forefront with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Calton & Associates, Inc., Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, assisting in election proceedings. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers customized investment policies, discretionary portfolio management, and specialized planning in retirement, estate, tax, and special-needs areas.