Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.

John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.

Adrian Burczewski is a CFP® professional with four years of industry experience, currently serving at Alpha Capital Management in Austin, TX. He has been with the firm since 2015. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets across about 427 client relationships and employs a six-advisor team. Their investment process integrates quantitative methods and optimization models, emphasizing downside protection and disciplined asset allocation.

Alexandra Bequette is a CFP® professional with eight years of experience in financial advising, currently with Austin Asset since 2018. She previously worked at Triad Financial Advisors and spent five years at the University of Missouri. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation through a CFP-led Investment Policy Committee that integrates planning with portfolio construction.

Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

Gerald Mcilhon is a financial advisor at Beck Capital Management LLC in Austin, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beck Capital Management since 2010. He also writes life insurance, equity-indexed annuities, long-term care, and fixed annuities through his own business, Jerry Mcilhon, LLC. Beck Capital Management LLC manages discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs an active, macro-driven investment process based on sector rotation and institutional-grade research, offering integrated financial planning and asset management across a range of securities.

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.

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.