Kyle Patterson is a financial advisor with Revisor Wealth Management LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Revisor Wealth Management since 2019 and previously at Independence Capital Co. and Northcoast Research. Outside of his advisory role, he is also an insurance agent specializing in fixed life, annuity, health, disability, and long-term care insurance. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, and ETFs with a primarily long-term orientation, and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, CUNA Mutual Group, and Charles Schwab. Outside of his advisory role, he is involved with IronOak Partners, LLC, an insurance services business. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis, often utilizing sub-advisors or third-party managers, and offers ERISA plan services while maintaining ongoing oversight of those managers.

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 in various roles including independent insurance agent and contractor. Her career includes time at Stonewater Wealth Management and Erben Associates. Brenneise also maintains an independent insurance agent business. IronOak Wealth offers discretionary asset management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, and corporate plan sponsors. The firm uses a combination of fundamental and technical analysis in portfolio management and is noted for its fixed-fee comprehensive planning product and fiduciary services for retirement plans.

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.

Abraham Martinez is a CFP®-designated advisor with Centennial Advisors, LLC, based in Austin, TX, and has four years of industry experience. Prior to joining Centennial Advisors, he worked at Fisher Investments and Fidelity Investments. Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm emphasizes fundamental analysis and long-term strategies, offering each client a tailored Investment Policy Statement and managing accounts primarily on a discretionary basis.

Lindsey Sharpe is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2018. Outside of advising, she volunteers with Imagine College Consulting, providing educational and vocational advice to high school and college students. Boyce & Associates Wealth Consulting serves 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, and certified divorce financial analysis, using multiple analytical approaches and a documented ERISA fiduciary framework.

Laura Martin is a Series 65-licensed financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX, with 11 years of industry experience. She has been with Richard P. Slaughter Associates, Inc. since 2013. 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 uses active asset management combined with comprehensive financial planning and employs a range of investment strategies including fundamental and technical analysis, manager selection, options writing, and short sales.

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 and Ornamental Iron Fence Supply. Outside of his advisory role, he is involved as a musician at The Austin Stone Community Church. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and offers ERISA plan services, coordinating with sub-advisors and third-party managers while maintaining oversight.

Jeremy Mocek is a CFP® professional with 11 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2023, and previously held roles at Academy Capital Management, Cetera Advisor Networks, Lovett and Associates, and Ambassador Advisors, LLC. 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 an active asset management strategy combined with comprehensive financial planning, utilizing both fundamental and technical analysis alongside specialized investment techniques.

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.

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.

Michael Hughes is a financial advisor with Vann Equity Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at The Hughes Group Wealth Management Partners LLC and SCF Securities, among others. He is also a self-employed insurance agent and provides insurance marketing and seminar assistance through Magellan Financial. Vann Equity Management LLC is an SEC-registered, mid-sized advisory firm serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and customized investment strategies, including equity selections and ETF allocations, and makes structured use of sub-advisory relationships for real-estate-focused investments while maintaining primary advisory oversight.

Terry Ellis is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes roles at Evolve Securities, Inc. and AFS Investment Advisors, Inc., where he has worked since 2008. 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 provides asset management, financial planning, and retirement-plan advisory services, predominantly on a non-discretionary basis.