William Gregory IV is a financial advisor at Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with Beck Capital Management since 2009. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, overseeing approximately $562 million across about 449 clients. The firm employs an active, macro-driven investment process focused on sector rotation and utilizes institutional-grade research and a combination of fundamental, technical, and cyclical analysis to tailor model portfolios to client risk tolerances.

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. 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 tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with one year of industry experience. She joined the firm in 2023 after completing ten years as a student. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative, optimization-driven investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

John Toungate is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Austin Wealth Management, LLC since 2019 and previously was affiliated with UBS Financial Services and Triad Advisors LLC. Austin Wealth Management, LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed investment approach and serves both retail clients and institutional accounts, including ERISA fiduciary roles and sub-advisory services.

Ryan Leggett is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Texas A&M University and Texas A&M Agrilife Extension. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Kevin Wade is a financial advisor at Centennial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Centennial Advisors since 2018, following two years at Centennial Wealth Advisory, LLC. Outside of his advisory role, he serves as an official for high school sports with the Texas Association of Sports Officials. Centennial Advisors provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients' goals and risk tolerance while offering discretionary management and access to a range of investment products.

Juan Garces is a financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 2002. He holds a Series 63 designation and acts as president and controlling shareholder of 57 West Capital Holdings, Inc., where he oversees business activities, asset allocation, and strategy. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients. The firm emphasizes long-term equity ownership using a proprietary selection and valuation process and maintains an international orientation with offshore affiliates and a notable non-U.S. client presence.

Lafe Blobaum is a CFP® professional at Richard P. Slaughter Associates, Inc. in Austin, TX, with six years of industry experience. He has been with Richard P. Slaughter Associates since 2019 and previously worked as a self-employed advisor and in the media production industry. 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 other businesses. The firm uses active asset management combined with comprehensive financial planning and a range of strategies including fundamental and technical analysis, manager selection, and options writing.

Shirley Sanchez is a CFP® professional with three years of experience in financial advising, currently serving at Pioneer Wealth Management Group since 2021. Prior to her advisory role, she worked at The University of Texas at Austin for six years. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with services that include modular and comprehensive planning, ongoing asset management, and pension consulting. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and provides multiple engagement models including subscription advisory services and workplace retirement plan consulting.

Jeffrey Rossmann II is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 65 credential. He has one year of industry experience and prior work history including positions at Eddie V's and Onward Roofing. Outside of his advisory role, he is also licensed as an insurance agent with CA Financial, an insurance agency affiliated with his firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering access to a range of investment products and discretionary portfolio management.

Jason Bonn is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Woodmont Investment Counsel, LLC since 2022 and previously was affiliated with Lincoln Financial Securities, Chisholm Trail Financial Group, Waddell & Reed, and Bank of America. He is based in Austin, TX. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored investment strategies with diversified allocations across equities, fixed income, and alternative investments, managing approximately $2.01 billion as of December 31, 2025.

Christopher Larson is a financial advisor at Centennial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Centennial Advisors since 2023. Prior to that, he operated his own advisory practice and has experience with Texas State University, Austin Aquarium, and ASEA Global. Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, with individualized Investment Policy Statements and discretionary account management.

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.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.

Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.

Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nearly a decade with Raymond James Financial Services. Beyond advising, he serves as managing member and owner of several SAGE-affiliated entities involved in strategic business management and entrepreneurial advisory roles. SAGE Private Wealth Group is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring using a variety of investment vehicles.

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Smile Power Orthodontics for seven years. He is a co-member of 1000 YVR, LLC, an entity owning an owner-occupied building housing his spouse’s orthodontic practice. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers both ongoing portfolio management and financial planning alongside sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Guerry Harris is a CFP® professional at Paragon Capital Management LLC with 31 years of industry experience. He has worked at Paragon since 2019 and previously spent 13 years at Charles Schwab Bank and Charles Schwab. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, and estate-planning support. The firm employs fundamental analysis across a range of investment vehicles and maintains longer-term portfolio positions, adjusting as client needs or market conditions change.

Harry Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1987. He serves as a director and chairman of the board for Brookshire Brothers Ltd, a grocery store chain, where he participates in corporate oversight including financial and compensation committees. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, utilizing model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process.