Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell in 2024, he operated his own CPA firm, Eric Vordenbaum, CPA, PLLC, since 2013. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm offers investment supervisory services and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, and typically operates on a discretionary basis with documented Investment Policy Statements.

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.

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 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.

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.

Michael Hughes is a financial advisor at Vann Equity Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Hughes Group Wealth Management Partners LLC and Megellan Financial. Outside of his advisory role, he is a self-employed insurance agent specializing in fixed insurance and annuity sales. Vann Equity Management LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment approaches, utilizing sub-advisory relationships for specialized real estate investments while providing comprehensive portfolio management and financial planning services.

Terry Ellis is a financial advisor at Greenbelt Investment Advisors, LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Evolve Securities, Inc. and AFS Investment Advisors, Inc. since 2008, as well as Transamerica Financial Advisors, Inc. from 2001 to 2007. Greenbelt Investment Advisors is an SEC-registered firm serving 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.

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 at Empower Wealth Management in Cedar Park, TX, holding Series 65 and Series 66 licenses with one year of industry experience. Her prior work includes roles at LPL Financial and Charleston Judo and Jiujitsu. She has a background connected to Citadel Military College. 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 tailored asset allocation strategies, third-party model portfolios, and sub-advisers to manage client accounts.

Benjamin Sullivan is a CFP® professional with 10 years of industry experience, currently serving at Palisades Hudson Asset Management, L.P. in Austin, TX. He has been with Palisades Hudson since 2015. Outside of his advisory role, he is involved in financial planning activities including tax preparation, retirement planning, and estate planning through a separate financial planning business. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing using primarily mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

Kristen Fuhrman is a financial advisor at Vann Equity Management LLC in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and customized investment strategies, utilizing quantitative, fundamental, and technical analysis along with structured sub-advisory relationships, particularly in real estate-oriented investments.

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.

Tanner Banister is a CFP® with eight years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. He has previously worked at Kestra Investment Services, Calton & Associates, Waterloo Capital Management, LPL Financial, and AXA 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 and offers a range of investment strategies including options and derivatives management.

Liam Toohey is a CFP® professional with five years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. He has been with the firm since 2020 and has prior experience including roles in media and education. 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 and offers a range of strategies including fundamental and technical analysis, options writing, and manager selection.

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 at Empower Wealth Management in Cedar Park, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including VALIC Financial Advisors, Inc. and Foundation Investment Advisors LLC. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm uses model-based investment strategies and sub-advisers to implement portfolios, providing tailored asset allocation and ongoing account reviews.

Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Ankerstar Wealth since 2024. In addition to his advisory role, he has been employed by Round Rock ISD since 2014. Ankerstar Wealth serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and participant account management for defined-contribution plans. The firm employs a range of investment strategies, including derivatives and borrowing within separately managed accounts, and manages approximately $146 million in assets across 309 client relationships.

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.