Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.

Meredith Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. She has been with the firm since 1998, which has a team of seven advisors. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research conducted by CFA-qualified staff, managing portfolios tailored to individual client circumstances with a focus on low turnover equity holdings and investment-grade fixed income.

Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.

Derek Jones is a financial advisor at The Institute with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sowell Financial Services and Concert Wealth Management. Outside of his advisory role, he is a principal in two businesses focused on fuel reclamation and business consulting. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple offices and private funds.

Whitney Barker is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining IronBridge in 2022, Barker worked at Texas Partners Bank and Wells Fargo Bank, NA. IronBridge Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting 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, offering negotiable performance-based fee arrangements for eligible clients.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is also an independent insurance agent operating in Austin. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. The firm employs a multi-factor proprietary quantitative screening combined with fundamental research to implement diversified strategies across equities, fixed income, ETFs, and managed portfolios.

Shannon Pitcher is a financial advisor at Terry McDaniel & Company in Austin, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Terry McDaniel & Company since 2019, following a decade at Integra Asset Advisors, LLC. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations, managing approximately $1.78 billion in assets across seven advisors. The firm emphasizes bottom-up fundamental research, with equity portfolios typically holding about 25 individual positions and fixed income allocations tailored to clients’ tax status and risk tolerance.

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

Richard Bach is a financial advisor at Dash Investments in Austin, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally focusing on accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach with integrated tax planning and monthly portfolio reviews.

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® with 28 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. His prior roles include positions at Dimensional Fund Advisors for nine years, as well as shorter tenures at Cetera and 4 Life Wealth Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

William Keenan is a financial advisor at IronBridge Private Wealth, LLC in Austin, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Banc Of America Investment Services, Inc. Keenan co-owns a rental property with his spouse but does not dedicate time to this activity. IronBridge Private Wealth serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm manages approximately $380 million across 160 client relationships through customized investment plans and portfolio management tailored to individual goals and risk tolerances.

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

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 with Shadowridge Asset Management, LLC in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Outside of her advisory role, she is the owner and executive director of CleanR, LLC, a professional cleaning services company. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting to individuals, institutions, and other advisors. The firm’s investment approach is customized and discretionary, employing a range of analytical methods and investment vehicles, including mutual funds, ETFs, and options.