Ashley Kilgust is a CFP® professional with nine years of experience in financial advising. She has been with Maslow Wealth Advisors since 2017 and previously took a year for extended travel. She is a passive investor in a software company based in Austin, Texas. Maslow Wealth Advisors serves a diverse client base including individuals, trusts, foundations, and institutions, offering discretionary and non-discretionary investment advisory services. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with a focus on rebalancing, tax awareness, and after-cost returns.

Eric Lane is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2025. His prior experience includes roles at Resaca Quant Investments, 4 Life Wealth Advisors, Cetera, and Dimensional Fund Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory and employs tools such as Monte Carlo analysis, model portfolios, and ongoing account monitoring.

William Keenan is a financial advisor with IronBridge Private Wealth, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He co-owns a rental property in Horseshoe Bay, TX, with his spouse. 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, and is notable for its negotiable performance-based fee arrangements.

Nicolle Yates is a Certified Financial Planner™ with four years of industry experience. She is currently with Pioneer Wealth Management Group, where she has worked for a total of two years, and previously held positions at several firms including Austin Wealth Management, Creative Planning, and ML&R Wealth Management. Outside of financial services, she has experience teaching Pilates and barre. Pioneer Wealth Management Group serves individuals, trusts, estates, and small businesses with financial planning and discretionary portfolio management. The firm employs long-term, globally diversified portfolios and offers flexible engagement models, including subscription advisory services and various wealth-planning options.

Thomas Eveslage is a financial advisor with B.B. Graham & Company, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with B.B. Graham & Co. since 2008. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, comprehensive financial planning, retirement plan consulting, and access to third-party portfolio programs.

Sebastian Caicedo is a Series 65-licensed financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, with four years of industry experience. Prior to joining 57 West Capital Advisors, he worked at Inversiones Caicedo Posada, Marsh, XyZ Estrategias, and Universidad de Los Andes. He is also a partner involved in management and board decisions at a family agricultural business in Colombia. 57 West Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management primarily for individual and investment company clients, focusing on long-term equity ownership through a proprietary selection and valuation process. The firm serves high-net-worth clients with diversified portfolios typically held for several years, maintaining an international orientation and offering detailed monthly performance evaluations.

Michael Reese is a CFP® with 15 years of industry experience, currently serving at Centennial Advisors, LLC since 2018. He previously worked at Centennial Wealth Advisory, LLC for 17 years and operates Michael D. Reese Consulting, a firm that assists independent financial advisors. He is also CEO of The MKR Group, LLC, the holding company of Centennial Advisors and his consulting firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm’s investment approach focuses on fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary management and access to various investment vehicles.

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 in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Shadowridge, she was involved with Houses2Homes and worked at Louisiana Christian School. Outside of finance, she is the owner and executive director of CleanR, LLC, a professional cleaning services company. Shadowridge Asset Management provides fee-based investment advisory services primarily to individual and retirement-plan clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a mix of fundamental, technical, and cyclical analysis with a variety of investment strategies, including mutual funds, ETFs, and alternative approaches.

John Mc Glothlin III is a CFP® with eight years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. His background also includes a role at the Kelly School of Business, Indiana University. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach involving equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

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 currently works at Austin Wealth Management, LLC and previously was with Monument Wealth Management and Compass Point Research & Trading, LLC. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm uses academic research and systematic, low-cost, diversified model portfolios combined with fundamental, technical, and cyclical analysis to manage client accounts.

Darby Armont is a CFP® and CFA® with 24 years of industry experience. She has been with Richard P. Slaughter Associates, Inc. for over two decades, serving in her current role since 2026. Armont also volunteers as a commissioner for the CFP Board of Standards' Disciplinary and Ethics Commission. Richard P. Slaughter Associates, Inc. advises individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses through comprehensive wealth management and financial planning services. The firm employs active asset management using fundamental and technical analysis, offering a range of strategies including options, short sales, and manager selection, and provides both discretionary and nondiscretionary account management.

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 with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Chicago Capital Management Advisors since 2014 and is also associated with American Trust Investment Services entities and DCL Assets, LLC. Clarren is involved in fixed insurance activities outside his advisory role. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm serves individuals, corporations, trusts, and retirement plans, providing customized portfolio management and comprehensive financial planning across a range of risk profiles.

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 CFP® with 29 years of industry experience, currently serving at M Holdings Securities, Inc. since 2001. He is also principal of Waxman Lawson Financial, a role he has held since 1998. Outside of his advisory work, Lawson is a trustee for Acton Business School, a board position at an MBA program. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.