Morgan Marx

Mark Scott is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is the sole advisor at Trinvest Advisors, LLC, an independent firm he has worked with since 2015. In addition to his advisory role, Scott serves as a business development consultant for a Caribbean-based financial services firm. Trinvest Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm serves both U.S. and non-U.S. clients, employing a range of investment strategies that include fundamental and technical analysis, long- and short-term trading, and allocations to various asset classes such as mutual funds, ETFs, hedge funds, and private equity.

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.

Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.

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.