Lisa Ann Garza

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).

Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

Gulseren Mutlu is a financial advisor at Monies Wealth LLC in Austin, TX, with four years of industry experience. She holds a Series 66 designation and has worked in various roles including tax valuation consulting, forensic economics, and serving on the Travis County Appraisal Review Board. Mutlu also maintains an active role as an insurance agent and provides expert testimony and econometric analysis related to financial damages and valuation. Monies Wealth LLC is an independent registered investment adviser offering personalized investment management, financial planning, and consulting services to individuals, families, and high-net-worth clients. The firm uses a structured discovery process and diversified portfolio construction based on fundamental, technical, and cyclical analysis, with regular portfolio reviews and services tailored to client needs.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Lewis Weil is the sole advisor at Lewis Weil Co., an independent firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding his current firm, he worked at Money Positive, LLC for nine years and operated Lewis Weil Aquarium Maintenance for three years. He has also been involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary portfolio management to individual and family households, combining written plans with ongoing implementation under one agreement. The firm uses a primarily passive investment approach focused on diversified index mutual funds and ETFs, offering ESG/SRI options and automated rebalancing through its custodial relationship with Betterment.

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to founding Semper Sursum, he spent 11 years at Clearbridge Investments. Semper Sursum Investments LLC offers discretionary investment management primarily through separately managed accounts, using a fundamental, bottom-up process with multi-year horizons and scenario analysis. The firm serves clients globally with varied strategies, including equities, fixed income, derivatives, and specialized exposures such as Bitcoin ETFs and distressed securities, and provides no-cost educational seminars for clients and prospects.