Robert Brown IV

Terry Roberts is a financial advisor with PCK Investments in Martindale, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at PVK Investments since 2008 and has been associated with The Variable Annuity Marketing Company since 1978. PCK Investments advises individual participants in 403(b) tax-deferred annuity plans at educational institutions and a smaller number of IRA/Roth IRA clients. The firm focuses on portfolio construction, fund selection, and periodic reviews, managing assets on a non-discretionary basis with client approval required for all changes.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Billygram Simonet is a CFP® with 15 years of experience in the financial services industry. He is the owner of Simonet Financial Group, LLC, where he has worked since 2016. Prior to that, he held roles at Serco North America and Cetera Financial Specialists. In addition to his advisory work, Simonet provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group LLC is a registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory to manage diversified portfolios, offering both discretionary and non-discretionary fiduciary services, as well as retirement plan solutions and bookkeeping.

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Giron Consulting LLC and Goodwin Management, among others. Simonet Financial Group LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers both discretionary and non-discretionary ERISA fiduciary services, as well as bookkeeping and retirement-plan advisory.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.