Philip Capriotti Jr. is a financial advisor with Empower Wealth Management in Cedar Park, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Foundations Investment Advisors LLC and has been with Donato Wealth Management, PLLC dba Empower Wealth Management since 2019. Capriotti is also involved with Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group, providing insurance product solutions. Empower Wealth Management offers 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 written financial plans, ongoing portfolio supervision, and third-party model portfolios to tailor asset allocation and investment strategies.

Christopher Snyder is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Richard P. Slaughter Associates, Inc. since 2018 and prior to that held roles at Charles Schwab Bank and Charles Schwab. He is based in Austin, TX. Richard P. Slaughter Associates, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses through wealth management and financial planning. The firm combines active asset management with comprehensive planning and employs a range of investment strategies, including long- and short-term purchases, options writing, and manager selection, overseeing accounts on both discretionary and nondiscretionary bases.

Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.

Justin Saffle is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank before joining REAP Group in 2019. Outside of advisory work, Saffle is also an insurance agent involved in life insurance and fixed annuity sales through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages discretionary assets using model portfolios implemented via selected sub-advisors while also offering comprehensive planning and educational resources to support client decision-making.

Jonathan Mcquade is a CFP® with 12 years of industry experience, currently serving at Boyce & Associates Wealth Consulting, Inc. He has held roles at several firms, including BKA Wealth Consulting and Seven Cedars Wealth Management. Outside of his advisory work, he is involved with the Lake Travis Youth Association as a Youth Referee Assignor for the Soccer Club. Boyce & Associates Wealth Consulting advises individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering asset management, financial planning, and specialized services such as retirement plan consulting and business valuation. The firm uses a varied investment approach incorporating Modern Portfolio Theory and multiple analytical methods, tailoring portfolios to clients’ financial situations and goals.

Jana Hovey is a CFP® professional with 15 years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. She has been with the firm since 2001, contributing to its team of 13 advisors. 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 businesses. The firm employs active asset management combined with comprehensive financial planning, utilizing a broad range of investment strategies and offering both discretionary and nondiscretionary account management.

Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.

Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenbelt since 2010. Outside of his advisory work, he lectures at Texas State University. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm provides ongoing asset management, financial planning, and retirement-plan advisory services, operating mainly on a non-discretionary basis.

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.

Colin Higgins is a CFP® with one year of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. His background includes roles at the firm since 2023, as well as earlier experience in education and customer service. 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 businesses. The firm employs active asset management combined with comprehensive planning and uses a range of strategies including manager selection and options trading.

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.

Ann Nowell is a financial advisor with Richard P. Slaughter Associates, Inc. in Austin, TX, holding a Series 65 designation and 21 years of industry experience. She has been with the firm since 2004. 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 businesses. The firm combines active asset management with comprehensive planning, employing fundamental and technical analysis, manager selection, and a range of investment strategies including options and short selling.

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.

Dewitte Derks is an advisor at 57 West Capital Advisors, Inc. in Austin, TX. He has prior experience working with Symphony Mediation and Symphony Builders. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm manages concentrated portfolios of individual company shares and employs a long-term, buy-and-hold equity strategy, using a proprietary selection process and selectively employing options and margin.

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.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

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.

Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.