Jeffrey Scott Cartledge

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.

Brandon Perry is a CFP® and ChFC® with 22 years of industry experience. He is the principal of Perry Investment Management, LLC, an independent firm he has led since 2009 in Round Rock, TX. Perry Investment Management is a fee-only registered investment adviser managing approximately $27 million in discretionary assets. The firm serves individuals, nonprofits, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments, using an IPS-driven approach focused on risk control and loss limitation through diversified portfolios comprising stocks, mutual funds, ETFs, and bonds.

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Mustafa Ismail is the principal of Ismail, Mustafa, an investment management firm based in Cedar Park, TX. He holds a Series 65 designation and has industry experience beginning in 2024. Prior to founding his firm, he worked for nine years at Intel Corporation in technology roles including cloud architect and software engineer. Ismail, Mustafa provides fee-only financial planning services to individuals and high-net-worth clients, focusing on tailored recommendations in investing, asset allocation, retirement rollovers, insurance, and taxes. The firm emphasizes long-term diversified strategies and detailed risk disclosures, operating on an hourly billing basis without accepting custody or discretionary authority over client accounts.

Devang Patel is a financial advisor at Rewbix with a Series 65 credential and two years of industry experience. He has been associated with DJP MD PLLC since 2013. Outside of his advisory role, he serves as a director at Rewbix Real Estate Investments LLC, where he oversees property management issues. Rewbix AI Investments LLC is an independent, internet-based advisory firm that provides AI-driven portfolio management and related services to individual, retail, qualified, and accredited investors. The firm uses machine-learning algorithms to generate buy and sell recommendations and operates on a non-discretionary basis, with plans to introduce discretionary trade execution and token-based fees.

Donald Rudy III is a financial advisor with Lakeline Financial in Cedar Park, TX, holding a Series 65 designation and two years of industry experience. Prior to founding Lakeline Financial, he spent over a decade at Blizzard Entertainment and two years at Momentum Private Wealth Management. Lakeline Financial provides investment management and comprehensive financial planning for individual and high-net-worth clients, offering a range of services including ongoing planning and limited-scope hourly engagements. The firm employs both passive and active strategies grounded in modern portfolio theory and focuses on traditional asset classes while excluding Alternative Investments and Cryptocurrency.