Louis Roy Hughes

I was 13 years old when I started investing. My grandfather taught me. Instead of fishing or watching baseball during summers together, he walked me through options trading (not the safest way to invest lol). Buying and selling puts, running iron condors and writing covered calls. Most kids my age were at camps or on the swim team. I was learning about risk, free cash flow, and what it means to actually own a piece of a business. I was obsessed. I kept investing through college, eventually realizing there was a whole world beyond picking stocks. Tax planning. Estate planning. Cash flow. The full picture of what it takes to build wealth and protect a family. I joined a firm out of school. Then another. I learned a lot, but kept running into the same wall: I didn't have the freedom to invest the way I believed clients deserved. In 2021, I started Baskets Capital, my own independent RIA. I wanted full control over how we serve clients. Not 10 mutual funds and calling it a day. Not telling an 85 year old "let's just see what the market does." I wanted custom portfolios of individual stocks, actively managed, tailored to each client. Then in early 2024, life hit me hard. I was diagnosed with a fatal brain tumor. Three months of scans and specialists led to brain surgery in May 2024. A week in the hospital, time in the Neural ICU, and a long recovery that stretched through the year. I could not have made it through without God protecting me the whole way, without Courtney by my side, and without having built my own firm years prior. Full control over my schedule is what let me focus on healing. In 2025, the best thing that has ever happened. We welcomed our daughter, Parker, into the world. She reshaped how I think about my work and why it matters. At Baskets Capital, we help families and business owners navigate tax planning, estate planning, charitable giving, and investments so they can focus on what matters most - family time. We coordinate every piece: proactive tax planning, smart giving strategies like donating appreciated stock and using donor-advised funds, and custom portfolios of individual stocks. Every dollar gets put to work with intention. If you think you're safe because nothing has gone wrong yet, and you haven't built a plan for what happens when life throws something unexpected at you, we should probably talk. Life has a thousand things it can throw. One of the best things you can do is prepare, build a plan, and walk through it with experts beside you.

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 21 years of experience in financial advising. He has been the principal advisor at Perry Investment Management, LLC since 2009. The firm serves individual investors, nonprofit clients, and corporate pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. Perry Investment Management uses an institutional-style investment approach focused on risk control and diversified allocations, customizing portfolios to client objectives including socially responsible investment options upon request.

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.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Richard Betts is a financial advisor at Barton Creek Advisors, LLC in Round Rock, TX, with 21 years of industry experience. He holds a Series 63 designation and has been with Barton Creek Advisors since 2004. Outside of his advisory role, he is the founding principal of R. Mark Betts Financial, where he provides education and foundational insurance products, including life insurance and fixed annuities. Barton Creek Advisors offers investment advisory and financial planning services to individuals, trusts, and estates, focusing on customized portfolio construction and financial plans. The firm assists clients with investment policy statements and asset allocation, often referring clients to third-party money managers whose selection and supervision it oversees.