Patrick Deist is a CFP® professional with 10 years of industry experience. He currently works at Oakwell Private Wealth Management and has previously held roles at Hilltop Securities, Merrill, UBS Financial Services, and Fidelity Brokerage Services LLC. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, as well as various trading strategies and may allocate assets to third-party managers.

Aaron Buckholtz is a CFA® charterholder with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1990. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages separate accounts and a mutual fund family, using tailored investment approaches across defined risk profiles and a combination of mutual funds, ETFs, stocks, and bonds.

Heather Johnson is a financial advisor at Shadowridge Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously been involved with CleanR, LLC as owner and executive director, a professional cleaning services business. Shadowridge Asset Management provides fee-based investment advisory services primarily to individual and retirement-plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment strategies including mutual funds, ETFs, and alternative investments.

Kathryn Brown is a financial advisor at Maslow Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co., Vida Capital, and Maslow Wealth from 2012 to the present. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, corporations, and other advisers. The firm employs a top-down investment process with a core-satellite approach and offers access to private deals and pooled vehicles, including acting as a sub-advisor to certain private funds.

Erin Hay is a CFA® charterholder with 14 years of industry experience. She has worked at Austin Wealth Management, LLC since 2026 and previously spent seven years at Monument Wealth Management and three years at Compass Point Research & Trading, LLC. Austin Wealth Management, LLC provides comprehensive financial planning and investment management for individuals, high-net-worth clients, trusts, estates, and small business retirement plans. The firm uses a systematic, research-informed approach to portfolio construction and serves both retail and institutional clients, including acting as an ERISA fiduciary for employer plans.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. 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 businesses. The firm emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

James Pendleton is a financial advisor at FMP Wealth Advisers in Austin, TX, holding a Series 65 credential with six years of industry experience. His prior roles include a position at First Financial Trust and four years at Abilene Christian University. FMP Wealth Advisers offers fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolio management, separately managed accounts, and retirement-plan fiduciary services, managing approximately $1.34 billion in assets with a focus on discretionary accounts and private pooled investment vehicles.

James Clarren is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including American Trust Investment Services and DCL Assets. In addition to advisory services, he is involved in fixed insurance activities. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning, including services for complex estate, tax, and business matters.

Matthew Warner is a financial advisor at Peak Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Peak Financial Planning, he worked at Dimensional Fund Advisors and Weaver. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across retirement, college funding, estate planning, tax strategies, business planning, and employee benefits. The firm employs an investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating multiple strategies and active monitoring within a fixed-fee subscription model.

Matthew Sims is a financial advisor with 21 years of industry experience, currently with 49 Financial in Austin, TX. He holds a Series 66 designation and has previously worked at firms including AXA Advisors, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he consults part-time for 25 Giving, a nonprofit consulting organization that assists charitable planning for nonprofits. 49 Financial serves a diverse client base, including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, primarily composed of mutual funds, ETFs, and third-party managers.

Stuart Huckin is a financial advisor at Waterloo Capital with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, BB&T Securities, and SWH Investments LLC. Outside of advisory roles, he is a passive investor in oil and gas minerals, private wine storage, and a financial market application. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses fundamental analysis and a predominantly long-term, buy-and-hold investment approach, offering customized portfolios as well as access to third-party sub-advisers and a broad range of investment tools.

John Lawson is a financial advisor with M Holdings Securities, Inc. in Austin, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with M Holdings since 2001 and also operates Waxman Lawson Financial. Outside of advisory work, Lawson serves as a trustee for several trusts and is a trustee of Acton Business School, an MBA institution in Austin. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by third-party sub-advisors and advanced platform providers.

Kimberly Perry is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Financial Gravity Family Office Services, LLC and previously worked at Horter Investment Management. In addition to her advisory role, Perry operates a separate CPA practice providing accounting, payroll, tax preparation, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios.

Michael Delafuente is a financial advisor with Mutual Advisors, LLC in Austin, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at USCA RIA LLC, USCA Securities, LLC, and Wells Fargo Clearing. He is also the managing member of Nfuse Capital, a financial services firm. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services employing both active and passive investment strategies, with a notable presence in institutional management and unique operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His background includes roles in various industries such as marketing, hospitality, and delivery services. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios mainly composed of mutual funds and ETFs.

Alexander Garcia is a financial advisor at HUB Investment Partners, LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Stone Asset Management, Inc., Beyond U, Inc., and Wealth Analytics Partners, LLC. He is based in San Diego, CA. HUB Investment Partners provides investment management and retirement and financial planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances.

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

Kalen Darling is a Series 65 credentialed financial advisor at HUB Investment Partners, LLC with six years of industry experience. Prior to joining HUB Investment Partners in 2025, he worked for Mraz Amerine & Associates Inc. from 2019 to 2024 and held positions at Balboa Capital and two universities. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and uses quantitative and qualitative analysis to guide investment decisions.

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Merrill, Charles Schwab, and Synergy Wealth Solutions. He also serves as a Senior Client Service Specialist for Ascend Private Wealth Partners, where he provides general market insights and assists clients with transactions. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services through both discretionary and non-discretionary arrangements.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each firm. Outside of his advisory work, Turner serves as President of the Ocean Reef Towers Board of Directors, addressing community issues. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and platforms while offering both discretionary and non-discretionary management arrangements.