Barbara Alison Traylor Smith

I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Kirti Bhanushali is the sole advisor at Dversify Advisors LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Dversify Advisors, Kirti was employed at Oracle Corp for 18 years. Kirti is also involved with Dversify AI LLC, a technology affiliate related to the advisory platform. Dversify Advisors provides automated, non-discretionary investment advice and financial planning services to individual clients through an interactive digital platform. The firm focuses on delivering analyses such as retirement-income planning, Social Security strategy, and tax-related modeling without managing client assets or executing trades.

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

Abhay Srivastava is a CFA charterholder with seven years of industry experience. He is the principal of AS Investment Partners LLC, an independent advisory firm he founded in 2024. His prior experience includes roles at Hutchinson Capital Management, Finchwood Capital Partners, University of California Berkeley, and Ewing Morris & Co. Investment Partners. AS Investment Partners LLC provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, employing a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value. The firm offers customized portfolio management across various securities and uses performance-based fee arrangements for qualified clients.

Jeffrey Kikel is the principal advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 30 years of industry experience with prior roles at Fidelity, Charles Schwab, Edward Jones, and other firms. Outside of financial advising, he is involved in several entrepreneurial ventures including owning a solar energy company, a media publishing and marketing consulting business, and founding a coworking facility. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm combines fundamental and technical analysis in a long-term investment approach tailored to each client’s needs and offers fiduciary retirement-plan consulting services.

Richard Brady is a financial advisor at Helios Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Foundations Investment Advisors, Vital Retirement, Portside Wealth Group, Townsquare Capital, and Insurance Network, Inc. Outside of advising, he is also a licensed insurance agent. Helios Financial Services, LLC provides asset management and financial planning services to individuals and high-net-worth clients, focusing on managing custodial accounts. The firm combines technical charting, fundamental analysis, and modern portfolio theory to tailor strategies that include long- and short-term, income, and hedging approaches.