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.

Liam Toohey is a CFP® and Series 65 registered advisor with Richard P. Slaughter Associates, Inc., where he has worked since 2020, totaling four years of industry experience. Before joining the firm, his background includes roles at the Santa Cruz Sentinel and involvement with organizations such as the Coryell Autism Center and the Santa Cruz Children's Museum of Discovery. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension plans, trusts, estates, and businesses. The firm employs active asset management coupled with comprehensive financial planning, utilizing a range of investment strategies and offering both discretionary and nondiscretionary account management.

Daniel Griego is a financial advisor at Success Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior service in the Texas Army National Guard and currently serves as a Master Sergeant in the U.S. Army Reserve. Outside of advising, he is involved in insurance sales through American Senior Benefits of Texas. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, using a goal-based, Modern Portfolio Theory approach and engaging third-party sub-advisors as part of its portfolio management strategy.

John Solyman is a financial advisor at Empower Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including VALIC Financial Advisors, Inc., Gradient Advisors LLC, and Foundation Investment Advisors LLC. He is also involved with Senior Tax & Insurance Advisors, PLLC, where he provides insurance product solutions. Empower Wealth Management serves individual and high-net-worth clients as well as retirement plans through financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm utilizes model-based investment strategies and sub-advisers, providing tailored asset allocation and ongoing portfolio supervision.

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.

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.

Jordan Scott is a CFP® professional with seven years of industry experience. He is currently with Centennial Advisors, LLC, a team-based firm in Austin, TX, and has prior experience with Fidelity Investments and Fidelity Brokerage Services LLC. Before entering the financial industry, he worked in various roles including positions at the University of Utah, Overstock.com, and Brio Energy SLC. 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’s investment approach emphasizes fundamental analysis and long-term strategies, tailoring each client’s portfolio based on a documented Investment Policy Statement.

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.

John Jones is a CFP® with 13 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he owns Yakin Strategies, LLC, a consulting firm focused on business and RIA operational services, and Boaz Holdings United, LLC, an investment holding company. Precision Wealth Strategies, LLC provides comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” strategy to align asset allocation with clients’ cash-flow needs and risk tolerance, offering a range of plan-level consulting and fiduciary services.

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019, following 15 years as a self-employed advisor. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm combines tailored asset allocation with multiple analytical approaches and offers services including portfolio management, financial planning, and ERISA-focused retirement-plan advisory.

Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Prior to joining the firm, Verrico spent three years at the University of Texas. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary and non-discretionary account management, utilizing a range of investment strategies including derivatives and margin trading, and serves approximately 309 client relationships with $146 million in regulatory assets under management.

Henry Lande is a CFP® professional with five years of industry experience, currently serving at Empower Wealth Management. His prior roles include positions at Integra Global Advisors LLC and Beacon Pointe Advisors, LLC. He is also involved with an affiliated insurance and tax services firm that provides insurance product solutions to clients. Empower Wealth Management offers financial planning, discretionary portfolio management, and pension/401(k) consulting primarily to individual and high-net-worth clients as well as retirement plans. The firm utilizes third-party model portfolios and sub-advisers while providing tailored asset allocation and investment strategies supported by regular account reviews.

William Tipps is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Empower Wealth Management and has previously been employed at firms including Austin Asset and Charles Schwab. 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 model-based investment strategies and conducts at least annual account reviews, delegating trading and reporting functions to sub-advisers.

Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.

Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.

John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at Freedom Financial LLC, First Heartland Capital Inc, and Transamerica Financial Advisors, Inc. She serves on the board of the Liberty Hill Voters Association as treasurer. RPG Family Wealth Advisory is part of Risk Paradigm Group, which provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individuals, and institutional clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with risk controls to manage allocations across various asset classes.

Kevin Wade is a financial advisor at Centennial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Centennial Advisors since 2018, following two years at Centennial Wealth Advisory, LLC. Outside of his advisory role, he serves as an official for high school sports with the Texas Association of Sports Officials. Centennial Advisors provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients' goals and risk tolerance while offering discretionary management and access to a range of investment products.