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® 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.

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.

Anthony Ryan is a financial advisor with Success Wealth Management LLC in Cedar Park, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at American Senior Benefits, Bankers Life, State Farm, and Merrill Lynch. Success Wealth Management LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services, utilizing a customized asset allocation approach based on Modern Portfolio Theory. The firm conducts regular account reviews and employs technology tools for client communications while maintaining discretionary control over portfolios.

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.

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.

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.