David Squire

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with two years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Morgan Stanley. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, and tax preparation services. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services—including IRS representation—into its advisory offering.

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. FMP Wealth Advisers provides fee-only financial planning and investment management services. The firm manages approximately $1.6 billion in client assets.

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® professional with 13 years of industry experience, currently serving as the sole advisor at Asset Achievers, LLC since 2022. Prior to this, Romy worked at Wells Fargo Clearing from 2016 to 2021. Romy is also co-owner and co-founder of Reducify LLC, a personal finance education company focused on assisting borrowers with student loan repayment strategies. Asset Achievers provides comprehensive financial planning and non-discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as educational services to small businesses and institutions. The firm uses an investment approach that combines Modern Portfolio Theory with fundamental and technical analysis and emphasizes low-cost mutual funds and ETFs under non-discretionary client-approved strategies.

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.