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 financial advisor at Oxbow Advisors, LLC in Austin, TX, with 51 years of industry experience. He holds the CFP® and CFA® designations and has been with Oxbow Advisors since 2011. Oakley is also a founder of two non-profit organizations dedicated to helping foster children in Texas. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to a range of clients including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes identifying undervalued equities and appropriate asset allocation through macroeconomic, fundamental, technical, and sector analysis, implementing various strategies such as Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.

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.

Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. 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 utilizes model asset-allocation portfolios and separately managed accounts through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BKA Wealth Consulting, Park Avenue Securities, and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. Boyce & Associates Wealth Consulting provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, certified divorce financial analyst consulting, and college planning, employing multiple analytical approaches and maintaining specialized ERISA fiduciary capabilities.

Daphne Jordan is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Pioneer Wealth Management Group since 2017. Prior to this, she worked at Austin Asset Management from 2013 to 2017. Outside of her advisory role, she owns The Blossom Box LLC, a floral arranging business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused strategies, and offers a variety of engagement models including subscription advisory services and consulting for workplace retirement plans.

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.

Aaron Soderberg is a financial advisor at BirdRock Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ndx Trading, Inc. since 2002. Outside of advising, he serves as director and secretary of Portable Securities of MN, Inc., a company that rents storage containers to consumers and businesses. BirdRock Wealth advises individual and high-net-worth clients, institutions, businesses, retirement plans, and wrap-fee program sponsors. The firm offers discretionary and non-discretionary portfolio management, emphasizing value-oriented, bottom-up fundamental research combined with quantitative screening and proprietary metrics.

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.

Bryan Shuda is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Truist Investment Services and BB&T over a span of more than a decade. Hampton Rock Wealth Management is a six-advisor team managing approximately $192 million for around 50 clients, serving individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. The firm uses proprietary model portfolios combining equity, fixed-income, and ETF strategies, applying fundamental, quantitative, and modern portfolio theory analyses to tailor investment solutions and provide consultative financial planning and family-office administrative services.

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.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management with experience that includes roles at KPMG and Southern Methodist University. She joined Hampton Rock in 2024 and holds relevant industry credentials. The firm, consisting of six advisors and managing approximately $192 million, serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. Hampton Rock Wealth Management offers a range of services including discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services, utilizing proprietary portfolio models and a consultative planning approach.

Sean Scruggs is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network (Abiding Wealth Partners), Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory role, he serves as president of Ridgemont 1C110, LLC, an entity established to support the business operations of Abiding Wealth Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and is notable for its role in selecting and overseeing other advisers and model providers, including partnerships for outsourced CIO and model services.

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.