Chalu Harden is a financial advisor at 57 West Capital Advisors, Inc. with three years of industry experience. They hold a Series 63 designation and have been with 57 West Capital Advisors since 2021. Outside of advising, Harden owns Harden House & Harden House Consulting, a hospitality business operating short-term rentals, and is involved as a real estate broker with Love My City LLC. 57 West Capital Advisors specializes in discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold strategy using a proprietary selection process and offers services to non-U.S. clients through an offshore affiliate.

Luis Giraldo is a financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 57 West Capital, he worked at Treis Investments Inc. and spent 18 years at Intelligraphics Inc. He serves as president of Treis Investments Inc. and Innovated Freezing Systems S.A.S., a company in Guayaquil, Ecuador. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, emphasizing long-term, buy-and-hold strategies with concentrated positions and a proprietary selection process. The firm also supports non-U.S. clients through an offshore affiliate and discloses predecessor and performance results in client materials.

Nicholas Munoz is a financial advisor at Ironoak Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at various firms including Stonewater Wealth Management and Guardian Life. In addition to his advisory role, Munoz provides insurance services as a managing member of Ironoak Partners, LLC. Ironoak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and comprehensive financial planning. The firm provides ERISA plan advisory services in both 3(21) and 3(38) fiduciary capacities and employs a tailored investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

Karl Van Reusen is a CFP® professional with 14 years of experience in financial advising. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2018. His prior experience includes roles at Edward Jones and Wells Fargo Clearing. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis, employing an investment approach that incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis.

Laurent Boumaza is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Oakwell Private Wealth Management since 2015 and previously worked at Purshe Kaplan Sterling Investments. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, with discretionary account management and the use of third-party portfolio managers when appropriate.

Reagan Helfand is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Fort Advisors. Outside of finance, he is involved with Pure Barre and Deep Roots Salon in Cedar Park, TX. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis, along with various trading strategies, and may allocate assets to third-party managers while maintaining regular portfolio monitoring.

Kelly McGrath is a financial advisor at IronOak Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Stonewater Wealth Management and Erben Associates. Outside of her advisory work, she is involved with Golf Apparel, LLC, where she serves as a bookkeeper and accountant. IronOak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management along with various financial planning and retirement-plan advisory services. The firm offers tailored investment programs implemented on a discretionary basis and is notable for providing ERISA 3(21) and 3(38) plan fiduciary services, a fixed-fee comprehensive planning product with multiple revisions, and a policy of no account minimum.

Alexander Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Dimensional Fund Advisors for eight years and Raymond James and Associates for four years. 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, combining fundamental analysis, modern portfolio theory, and risk management, with a team of nine advisors managing approximately $1.45 billion.

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.

Joshua Galatzan is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Meridian Wealth Advisors since 2015. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm employs discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and is noted for its use of derivatives and private placement consulting.

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.

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® 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.

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 13 years of industry experience and is currently affiliated with Meridian Wealth Advisors, LLC in Austin, TX. She has worked at Meridian Wealth Advisors since 2019, with prior experience at Northern Lights Distributors, LLC and Sage Advisory Services, Ltd Co. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes discretionary, model-driven portfolio management focused on long-term strategies and risk management, offering a distinctive combination of sizable assets under management and customized client service.

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.