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.

Kurt Schliemann is a financial advisor at Painted Porch Advisors LLC with 20 years of industry experience. He has held positions at JP Morgan Securities LLC and Trailrunner International before joining Painted Porch Advisors. Outside of his advisory role, he serves as an investor and business advisor for UNITY COLLAB, a charity organization based in Southlake, TX. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including proprietary private funds for accredited investors.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is principal at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, and has held roles at BKA Business Consulting, LLC and Integrated Wealth Strategies. Outside of his advisory work, Boyce owns and partners in several businesses including a liquidation resale business, a co-working facility, and a media enterprise. Boyce & Associates Wealth Consulting provides asset management and financial planning services for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm integrates multiple analytical approaches and offers specialized services such as business valuation, certified divorce financial analyst consulting, and ERISA-focused retirement plan advisory.

David Walker is a financial advisor at Austin Asset with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and TD Ameritrade in various roles. Austin Asset is a team of 13 advisors providing discretionary wealth management, comprehensive financial and wealth planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm focuses on an asset-allocation framework emphasizing diversification and institutional share-class mutual funds, supported by a monthly Investment Policy Committee comprised entirely of CERTIFIED FINANCIAL PLANNER™ practitioners.

Alexis Garza is a CFP® professional with six years of industry experience, currently serving at Austin Asset since 2023. Prior to this, Garza worked at Charles Schwab and TD Ameritrade. Garza is a council member of the CFP Board, contributing as a subject matter expert to the development and administration of the CFP® exam. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Trevor Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Rps Retirement Plan Advisors and Keen Wealth Advisors, as well as public sector roles with the State of Kansas and educational institutions. 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 employs active asset management combined with comprehensive financial planning and offers a range of investment strategies and educational programming.

James Sherrard is a CFP®, CFA®, and Series 65 licensed financial advisor with 14 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc. and has held roles at the firm since 2015, in addition to prior experience at Strategic Investment Management. 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 employs active asset management combined with comprehensive planning, utilizing a range of strategies including fundamental and technical analysis, options writing, and manager selection across discretionary and nondiscretionary accounts.

Jamie Ileks is a CFP® professional with 13 years of experience at Austin Asset, where he has worked since 2007. He is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary wealth management, comprehensive wealth planning, and consulting services. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Daniel Mesta is a CFP® professional at Centennial Advisors, LLC in Austin, TX, with one year of industry experience. Prior to joining the firm, he worked in customer service roles at Chick-fil-A and Great American Cookies. Centennial Advisors provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm emphasizes fundamental analysis and long-term investment strategies, delivering personalized Investment Policy Statements and discretionary account management.

Brent Beesley is a financial advisor at Eltekon Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Eltekon Financial, LLC and Eltekon Advisors, LLC since 2002. Outside of his advisory role, he is the founder of El Toro Carmesi, LLC, operating under the name Fit4U. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm offers discretionary portfolio management and a range of services, including financial planning, family-office support, retirement-plan consulting, and real estate advisory, using a team-based approach and a mix of public and private market investments.

Barrett Tabeek is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm uses a multi-method investment process that includes fundamental, macroeconomic, technical, and ESG analysis across traditional and alternative asset classes, employing both in-house and third-party portfolio management.

Charles Novy is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been with Eltekon Advisors since 2024 and previously was a student. Eltekon Advisors provides investment advice and planning to individuals, high-net-worth clients, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio construction using fundamental and technical analysis alongside a mix of public and private market allocations, and offers a range of services including discretionary portfolio management, family-office support, retirement-plan consulting, and specialized real estate advisory and finance.

Dustin White is a financial advisor at Coyle Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Coyle Capital since 2015. In addition to his advisory role, he is an economist with the U.S. Department of the Treasury. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and integrates fundamental, technical, and quantitative analysis with modern portfolio theory, employing a range of trading strategies including options and short sales.

Christina Cannella is a financial advisor with Birdrock Wealth in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has been with Birdrock Asset Management since 2006. Birdrock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, retirement plans, and wrap-fee program sponsors. The firm employs a value-oriented, bottom-up investment approach focused on equity strategies and tactical ETF-based asset allocation, offering both discretionary and nondiscretionary portfolio management alongside financial planning and an hourly-advice option.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC in Austin, TX. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at ActiTrust, he worked at firms including OpenText and LendFriend Home Loans. He is also a Senior Sales Advisor at Jet Fly Aviation, a company specializing in luxury private jet services and aircraft management. ActiTrust Wealth Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing both fundamental and quantitative analysis across a range of investment vehicles and strategies. The firm serves a significant non-U.S. client base and operates an affiliated entity offering family-office services to international clients.

Elizabeth Torres is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 66 designation with 17 years of industry experience. She has worked at Centennial Advisors since 2018 and previously at Centennial Wealth Advisory LLC, Global Financial Private Capital, LLC, and Capstar Financial LLC. Centennial Advisors 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 discretionary portfolio management and access to a range of investment products.

Laura Redfern is a CFP® professional with 18 years of experience in the financial industry. She has been with Shadowridge Asset Management, LLC since 2013 and holds a Series 66 license. Outside of her advisory role, she owns and manages Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers third-party managed solutions as well as an affiliated private fund for qualified clients.

James Oakley is a CFP® and CFA® with 50 years of experience in the financial industry. He is a principal and majority owner of Oxbow Advisors, LLC, where he has worked since 2011. Oakley also serves as a director at American Bank and is involved in several business ventures, including founding two nonprofit organizations that support foster children in Texas. Oxbow Advisors provides discretionary portfolio management, financial planning, and corporate retirement consulting to individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a multi-strategy investment approach that combines fundamental, technical, and cyclical analysis to customize portfolios according to client needs.

Christian Hudspeth is a CFP® professional with five years of experience at FMP Wealth Advisers in Austin, TX. His previous roles include positions at Jackson Hewitt Tax Service, self-employment, and World First USA. FMP Wealth Advisers is a fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services.

Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.