William Martinez is a CFP® with eight years of industry experience and currently serves as an advisor at ENZI Wealth in Austin, TX. His prior experience includes roles at Ameriprise Financial Services and Little Collins, as well as positions within various ENZI-affiliated entities. Martinez is the owner of a podcast called Soup of Wall Street, where he discusses topics related to markets, politics, and general information alongside occasional investment commentary. ENZI Wealth advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting services. The firm integrates fundamental and technical analysis with modern portfolio theory to manage client portfolios and offers services that include monitoring held-away assets through third-party platforms.

Joseph Brandenburg is a CFP® with 13 years of experience in the financial services industry. He currently serves as an advisor at Alongside, LLC, having previously worked at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the president of a homeowners association, where he manages quarterly meetings and maintenance coordination. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.

Eric Negron is a financial advisor at Forefront with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Equity Comp Advisors and Elevated Business Partners. Outside of advisory work, Negron is involved in tax preparation and life insurance through Forefront Tax Partners and Forefront Insurance Partners, and he also participates in IT consulting and financial advisor conference activities. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, periodic client reviews, and coordination with external professionals, while maintaining affiliated businesses in tax and insurance services.

Richard Bennett is a PFS™ credentialed advisor at Maslow Wealth Advisors with 24 years of industry experience. He has been with Durbin Bennett Private Wealth Management, LLC, doing business as Maslow Wealth, since 2014. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process featuring a core passive and satellite active strategy, with oversight by an internal investment committee and participation as a sub-advisor to private and pooled funds.

Gwen Henson is a Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides 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 plan and offers negotiable performance-based fee arrangements for eligible clients.

Jeffrey Lucado is a CFA® and CIC credentialed financial advisor with 23 years of experience. He has been with Terry McDaniel & Company in Austin, TX since 1992. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and constructs portfolios tailored to each client’s financial and tax situation, managing approximately $1.78 billion in assets across seven advisors.

Michael Miller is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments and Petty Group LLP. Miller serves as an uncompensated advisory board member for Treaty Oak Equity LLC, where he provides strategic guidance and network connections. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging third-party managers and offering tailored advice across public and private asset classes.

Sarah Villalobos is a CFP® with 26 years of industry experience. She is currently with Alongside, LLC and has previously worked at firms including Charles Schwab and VM Wealth Partners. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.

Jordan Quinonez is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Maslow Wealth Advisors, where he has been since 2023, following roles at Charles Schwab, TD Ameritrade, and other financial firms. Quinonez has also worked in academic settings, including San Diego State University and Sciences Po. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process combining passive and active strategies and is notable for its role as a sub-advisor to private and insurance-dedicated funds.

Ralph Lebkuecher is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Capital Analysts, K.W. Gutshall & Associates, and Lincoln Investment Planning, Inc. He serves as an elder and Stewardship Chair at Wimberley Presbyterian Church, where he coordinates budgeting and encourages community contributions. 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, and charitable organizations. The firm employs a variety of investment strategies and offers solutions such as direct portfolio management, sub-advisory arrangements, and third-party managed programs.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. 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 a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Paul Lueb Jr. is a CFP® professional with 18 years of experience at Maslow Wealth Advisors in Austin, TX. He has been with the firm since 2008. Outside of his advisory role, he manages investment interests in a whiskey distillery through 13-4 Whiskey D LLC and provides information to passive investors in related entities. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services, serving individuals, trusts, estates, foundations, pension plans, and organizations. The firm employs a documented Investment Policy Statement-driven approach, combining passive core strategies with active satellite allocations, and oversees client portfolios that include public and private equities, fixed income, real assets, and alternatives.

Rebekah Havlinek is a CFP® professional with four years of industry experience, currently serving as an advisor at Hampton Rock Wealth Management. She previously worked at Dimensional Fund Advisors and has experience in educational roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, trusts, pension plans, and charitable entities. The firm employs proprietary model sleeves and combines fundamental, quantitative, and modern-portfolio theory analyses to tailor portfolios while also offering family-office administrative services and estate-planning support.

Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.

Matthew Adams is a financial advisor at Capital Creek Partners in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at CAZ Investments LP, U.S. Bank, and IBM. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management and family-office services with access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that uses third-party managers and negotiated private-market access to tailor portfolios for its clients.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

James Alders is a CFP® professional with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior experience includes roles at Equitable Advisors and AXA Advisors, as well as a brief tenure at Wal-Mart Inc. He is also the executor for his father-in-law's trust and serves as a treasurer in another capacity. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm emphasizes customized investment policies and asset allocation, along with a broad range of planning services including business, succession, and special-needs planning.

Robert Gauntt is a financial advisor at Capital Creek Partners in Austin, TX, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at the Teachers Retirement System of Texas, The University of Texas, and Citigroup. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that relies on third-party managers and negotiated private-market access to create tailored portfolios.

Eric Dolin is a financial advisor at Forefront Wealth Partners with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Rembrandt Financial Group and J.P. Morgan Wealth Management. Forefront Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm offers customized investment policies, cash-management solutions, and access to third-party managers and turnkey asset management platforms.

Pamela Janysek is a financial advisor at Capital Creek Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing tailored wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach, focusing on third-party managers and private-market opportunities.