Daniel Carroll is a CFA® charterholder at Alliance Private Wealth, LLC with five years of industry experience. He previously worked at Commonwealth Financial Network for eight years and Century Management for one year. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a team of five advisors managing approximately $466 million. The firm focuses on long-term, discretionary portfolio management using diversified investments, integrated with financial planning and ongoing client communication.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

Kevin Smith is a financial advisor with Austin Wealth Management, LLC, holding a Series 66 credential and 22 years of industry experience. He has been with Austin Wealth Management and Purshe Kaplan Sterling Investments since 2014. In addition to his advisory role, he works as an independent broker for life, disability, and long-term care insurance. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm uses a systematic, research-based investment approach that combines diversified model portfolios with fundamental, technical, and cyclical analyses, and offers both discretionary management and sub-advisory services.

Stephen Levy is a financial advisor at Birdrock Wealth in Austin, TX, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Bird Rock Asset Management since 2006. BirdRock Wealth serves a diverse client base including high net worth individuals, institutional clients, businesses, and retirement plans. The firm employs a value-oriented, bottom-up investment approach focused on equity strategies and tactical ETF-based asset allocation, offering both discretionary portfolio management and financial planning services.

Gwen Henson is a Certified Financial Planner (CFP®) with 22 years of industry experience. She has worked at IronBridge Private Wealth, LLC since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. IronBridge Private Wealth provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm customizes investment strategies based on each client’s plan and offers negotiable performance-based fee arrangements for eligible clients.

Samantha Gorny is a financial advisor at Austin Asset with a Series 65 designation and two years of industry experience. She has worked at Austin Asset since 2021 and has prior experience in digital marketing and hospitality. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction, guided by a CFP-led Investment Policy Committee.

Jonathan Mcquade is a CFP® professional with 12 years of experience in wealth management. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked for eight years. His prior experience includes roles at Seven Cedars Wealth Management LLC and Austin Wealth Management, LLC. Outside of his financial advisory work, Mcquade serves as a Youth Referee Assignor for the Lake Travis Youth Association Soccer Club. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary account management, along with specialized retirement-plan advisory and business valuation services.

Jeffrey Lucado is a CFA® and CIC credentialed financial advisor with 23 years of experience. He has been with Terry McDaniel & Company in Austin, TX since 1992. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and constructs portfolios tailored to each client’s financial and tax situation, managing approximately $1.78 billion in assets across seven advisors.

Shannon Black is a financial advisor with Wealth Teams Alliance in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior business activities include roles at Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc., where he has been active for over a decade. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis and a combination of long- and short-term investment strategies, integrating planning, consulting, and implementation referrals into client relationships.

Jana Hovey is a CFP® professional with 15 years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. She has been with the firm since 2001, contributing to its team of 14 advisors based in Austin, TX. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pensions, trusts, estates, and businesses. The firm employs active asset management combined with comprehensive planning, utilizing fundamental and technical analysis and various investment strategies including options and margin trading.

Ralph Lebkuecher is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Capital Analysts, K.W. Gutshall & Associates, and Lincoln Investment Planning, Inc. He serves as an elder and Stewardship Chair at Wimberley Presbyterian Church, where he coordinates budgeting and encourages community contributions. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a variety of investment strategies and offers solutions such as direct portfolio management, sub-advisory arrangements, and third-party managed programs.

Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.

Mason Ning is a Series 65-licensed advisor at BirdRock Wealth in Austin, TX, with no prior industry experience. His background includes roles at Accenture Federal Services and Ernst & Young, as well as academic experience at Virginia Tech University. BirdRock Wealth serves individual, institutional, and wrap-fee program clients, offering discretionary and nondiscretionary portfolio management focused on value-oriented equity strategies and tactical ETF-based asset allocation. The firm combines quantitative and qualitative research in its investment approach and provides financial planning alongside an hourly advice option.

Carlos Cardenas is a financial advisor at Austin Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at White Tiger Capital, LLC for five years. Outside of his advisory role, he serves as a property manager for a San Antonio-based real estate business. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm employs a research-driven investment process using diversified model portfolios combined with fundamental, technical, and cyclical analysis, and manages over $1 billion in client assets without a formal account minimum.

Jason Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Centennial Advisors, LLC since 2024. He previously worked at Raymond James & Associates for six years and spent seven years at Allergan. Outside of his advisory role, he volunteers as a leader in a children's ministry at Kids Outdoor Zone in Smithville, TX. Centennial Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Sophie Brooks Ames is a CFP® with 12 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC. Her previous roles include positions at Northern Lights Distributors, LLC, Sage Advisory Services, Ltd Co., and AXA Advisors, LLC. She holds the Series 66 designation and works out of Austin, TX. Meridian Wealth Advisors, LLC is an SEC-registered firm that provides comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages approximately $1.45 billion through a team of nine advisors, employing a disciplined investment approach that integrates fundamental analysis, modern portfolio theory, and risk management across a diverse range of instruments.

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

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.

Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.

Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.