David Squire

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining his current firm, he worked at Morgan Stanley for one year. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation and representation, and recommendations for third-party money managers. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and typically operates with discretionary trading authority.

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

I’m a CFP® (fiduciary financial advisor) and CDFA® who helps busy professionals, pre‑retirees, and retirees simplify complex financial lives. My work focuses on tax‑savvy wealth management, including equity compensation strategies and retirement income planning, so clients can grow and use their wealth in ways that support the life they want to build. I pay close attention to how career decisions, benefits, and family responsibilities intersect, especially for clients balancing their own retirement goals with support for aging parents or children. Clients often come to me with multiple accounts, company stock, and big questions about “what’s next,” and we work together to create a clear plan, regular check‑ins, and a decision‑making framework that feels calm, collaborative, and easy to maintain. Maia Wealth is an an independent Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission (SEC).

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Romy Pickron is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Asset Achievers in Austin, TX. Prior to founding Asset Achievers in 2022, Romy worked at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2021. Romy is also co-owner and co-founder of Reducify LLC, an organization focused on personal finance education and helping borrowers accelerate student loan repayment. Asset Achievers provides comprehensive financial planning combined with discretionary investment management services, tailored to individual client circumstances. The firm serves individuals, small businesses, and educational institutions, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and incorporating educational courses and coaching.

Theodore Barac is the principal and sole advisor at Barac Capital Management, LLC in Austin, TX, with 13 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2012. Outside of advisory work, Mr. Barac contributes articles to the financial research platform Seeking Alpha and teaches classes for Moody’s Analytics on a contract basis. Barac Capital Management provides discretionary portfolio management through separately managed accounts, serving accredited investors, family offices, trusts, and institutional clients. The firm employs a research-driven, long-term value investing approach that integrates fundamental and technical analysis to identify securities trading below intrinsic value and selectively targets options with event-driven upside.