Blake Broussard is a financial advisor at Optas, LLC with a Series 65 credential and no prior industry experience. Outside of finance, he is involved in music education as a vocal coach at Hudson's on Mercer Street, a music school and venue in Dripping Springs, TX. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.

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.

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.

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.

Kathryn Brown is a financial advisor at Maslow Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co., Vida Capital, and Maslow Wealth from 2012 to the present. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, corporations, and other advisers. The firm employs a top-down investment process with a core-satellite approach and offers access to private deals and pooled vehicles, including acting as a sub-advisor to certain private funds.

Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Stuart Huckin is a financial advisor at Waterloo Capital with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, BB&T Securities, and SWH Investments LLC. Outside of advisory roles, he is a passive investor in oil and gas minerals, private wine storage, and a financial market application. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses fundamental analysis and a predominantly long-term, buy-and-hold investment approach, offering customized portfolios as well as access to third-party sub-advisers and a broad range of investment tools.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Vector Marketing and Lumenis, as well as involvement with Texas Christian University. Outside of advising, he works as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, diversified asset allocation using a combination of analytical approaches and manages proprietary and external model portfolios with ongoing behavioral coaching.

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Merrill, Charles Schwab, and Synergy Wealth Solutions. He also serves as a Senior Client Service Specialist for Ascend Private Wealth Partners, where he provides general market insights and assists clients with transactions. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services through both discretionary and non-discretionary arrangements.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each firm. Outside of his advisory work, Turner serves as President of the Ocean Reef Towers Board of Directors, addressing community issues. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and platforms while offering both discretionary and non-discretionary management arrangements.

Zachary Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he owns Dauphine Capital, an insurance-related business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with access to a broad range of investment products and specialized offerings.

Micah Damrow is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and AXA Advisors. Outside of his advisory role, he coaches high school basketball, serves as a deacon involved in small group ministry at a local church, and supports nonprofit charitable planning through contractor work. 49 Financial serves individual and institutional clients with a range of financial planning, retirement consulting, and investment management services. The firm follows a disciplined, long-term diversified investment approach grounded in Modern Portfolio Theory and offers tiered fractional family office services.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Waterloo Capital since 2018 and previously at Calton & Associates, Inc. and Raymond James & Associates. She is also a partner in HMI, LLC, an investment-related business involved with private equity. Waterloo Capital is a multi-team SEC-registered advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold approach supplemented by access to third-party sub-advisers and a wide range of investment tools.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Richard Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He spent 28 years at Edward D. Jones & Co., L.P. prior to joining Kestra in 2023. Outside of his advisory role, Smith is president of Inspired Wealth Planning, an insurance business, and Central Planning Group. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

Connor Bartley is a Series 66-licensed advisor with 49 Financial in Austin, TX. He has been with Oakwood Capital Securities, Inc. since 2026 and previously held roles at Mizzen and Main, Absolute Recomp, Heaven's Bounty, and Tractor Supply Co. Bartley attended Texas Christian University from 2022 to 2026. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms.