Ryan Hart

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC in Lakeway, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Morgan Stanley before joining his current firm. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, and tax-related services. The firm combines fundamental analysis and modern portfolio theory to create customized asset-allocation plans and commonly operates with discretionary trading authority.

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University. FMP Wealth Advisers provides fee-only financial planning and investment management services. The firm manages approximately $1.6 billion in client assets.

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).

Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Michel Klus is a financial advisor at Synergos Capital Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and the Texas Permanent School Fund. Synergos Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, using a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm employs long-term trading alongside options strategies and maintains a focused, derivative-oriented approach supported by custodial platforms that facilitate margin and derivatives execution.