Anthony Ryan is a financial advisor at Success Wealth Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill Lynch and State Farm. Success Wealth Management LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation based on clients’ goals and risk tolerances, applying Modern Portfolio Theory and conducting quarterly reviews.

Philip Capriotti Sr. is a Series 65-licensed advisor at Empower Wealth Management with 10 years of industry experience. He has worked at Foundations Investment Advisors, LLC and Donato Wealth Management, PLLC, and serves as President and CEO of Senior Tax & Insurance Advisors, PLLC, where he provides income planning solutions through insurance products. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients and retirement plans. The firm uses model-based strategies and engages sub-advisers to support portfolio management and client servicing.

Hannah Heerlein is a Series 65-licensed financial advisor with REAP Financial Group, LLC, based in Georgetown, TX. She has 16 years of industry experience, including over 19 years affiliated with firms within the REAP network since 2007. Outside of her advisory role, she is involved in insurance sales as an agent with Reap Insurance Group and serves as a director for Marigold Incorporated Cell, Inc., a captive insurance company. She also participates in education and research related to solar and renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary assets, utilizing model portfolios implemented through sub-advisors while offering comprehensive financial planning and retirement education.

Stuart Hope is a financial advisor at Empower Wealth Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Kestra Investment Services and Equitable Advisors. Outside of advising, he is involved in insurance sales through Senior Tax & Insurance Advisors, PLLC, operating as Empower Wealth Group. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses model-based investment strategies with ongoing portfolio supervision and delegates day-to-day functions to sub-advisers.

Christopher Hager is a financial advisor at IronOak Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Charles Schwab, and TD Ameritrade. Outside of advisory work, he is involved in insurance services through IronOak Partners, LLC. IronOak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management and a variety of financial planning and retirement-plan advisory services. The firm offers tailored investment programs and distinct ERISA fiduciary services while allowing clients to impose written investment restrictions and access a client portal.

Tracey Brenneise is a financial advisor at Ironoak Wealth with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Stonewater Wealth Management, Erben Associates, Merrill, and Waddell & Reed. Since 2020, she has also been an independent insurance agent. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) fiduciary roles.

Robert Gouthro is a financial advisor with Empower Wealth Management in Cedar Park, TX. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he worked in education for over a decade and operates Charleston Judo and Jiujitsu LLC, a martial arts business. Empower Wealth Management provides financial planning, portfolio management, and pension consulting to individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers as part of its investment approach. The firm serves approximately 551 clients with a team of eight advisors.

Lindsey Sharpe is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2018. In addition to her advisory role, she volunteers with Imagine College Consulting, providing educational and vocational advice to students. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering tailored asset management and financial planning services. The firm uses Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analyses, and provides specialized services including retirement plan consulting, business valuation, college planning, and divorce financial consulting.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, Newman is involved with The Austin Stone Community Church in Cedar Park, TX, where he serves as a musician. IronOak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm provides both limited 3(21) and full 3(38) fiduciary services for qualified retirement plans and employs a tailored investment approach supported by fundamental, technical, charting, and cyclical analysis.

Kari Lambert is a financial advisor at Pacifica Capital Investments with 17 years of industry experience. She holds a Series 65 credential and has been with Pacifica Capital Investments since 2003. In addition to her advisory role, she serves as CEO and investor of Pacifica Capital Real Estate in Leander, TX, focusing on private real estate investments since 2020. Pacifica Capital Investments manages approximately $747.6 million for individuals, retirement plans, charities, and corporations, employing a concentrated, industry-focused equity approach. The firm also sponsors multiple real estate investment ventures and manages both discretionary individual accounts and pooled vehicles.

Terry Ellis is a financial advisor at Greenbelt Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior work includes roles at Evolve Securities, Inc., AFS Investment Advisors, Inc., and Transamerica Financial Advisors, Inc. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm focuses on non-discretionary asset management, financial planning, and retirement-plan advisory services, operating with a small team that uses a variety of analytical approaches.

Philip Matherly is a financial advisor with Ironoak Wealth in Cedar Park, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank and Clearing, JP Morgan Securities and Chase Bank, and Key Investment Services. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm offers tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and distinguishes itself by providing both ERISA 3(21) and 3(38) fiduciary plan services and a fixed-fee comprehensive planning product without an account minimum.

Lisa Capriotti is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding Series 65 and Series 66 licenses and one year of industry experience. She previously worked at LPL Financial and has been involved with Charleston Judo and Jiujitsu since 2020. Empower Wealth Management provides financial planning, discretionary portfolio management, and pension/401(k) consulting to individual and high-net-worth clients as well as retirement plans. The firm uses model-based investment strategies and maintains ongoing portfolio supervision, while delegating trading and administrative functions to sub-advisers.

Sean Pfeiffer is a financial advisor at Boyce & Associates Wealth Consulting, Inc. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, he serves as President and Broker for Downtown Buzz Inc d/b/a Reference Insurance, a non-investment related insurance agency. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering customized asset management and financial planning. The firm incorporates Modern Portfolio Theory and various analytical approaches in its investment process and provides specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis.

Ian Kloc is a CFP® professional with four years of industry experience, currently with Boyce & Associates Wealth Consulting, Inc. He previously worked at Watkins Insurance Group and has experience in both financial services and other sectors, including retail and pool services. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations by providing asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis. The firm’s investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, offering tailored portfolios managed on a discretionary or non-discretionary basis.

Leah Newman is a financial advisor at REAP Financial Group, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Allied Wealth Management and REAP Group, LLC. In addition to her advisory role, she is an insurance agent involved in life insurance sales and fixed annuities through Reap Insurance Group, LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented by selected sub-advisors while maintaining oversight and reallocation responsibilities.

Steven Hill is a financial advisor with Union Capital Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Union Capital Company since 2009. Outside of his advisory role, Hill is involved as a member and manager in several storage businesses, including Affordable Boat and RV Storage and related entities. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary services, operating as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Daniel Griego is a financial advisor with Success Wealth Management LLC in Cedar Park, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining the firm in 2022, he served in the Texas Army National Guard for 17 years and currently serves as a Master Sergeant in the U.S. Army Reserve. He is also an insurance agent with American Senior Benefits of Texas. Success Wealth Management LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm employs Modern Portfolio Theory to customize asset allocations based on clients’ goals, time horizons, and risk tolerances, conducting quarterly reviews and utilizing technology for operational support.

John Solyman is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Agia, Gradient Advisors LLC, and Foundation Investment Advisors LLC. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes third-party model portfolios and sub-advisers while maintaining tailored asset allocation and ongoing account review.

Michael Batsell is a financial advisor at Mader & Shannon Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2010. Outside of his advisory role, he spends a significant portion of his time selling and marketing insurance products as a sole proprietor. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and offers specialized services including expert witness testimony and sub-advisory management.