Shalana Denise Poole

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).

Yogesh Modak is a financial advisor with Semper Sursum Investments LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Semper Sursum, he spent 11 years at Clearbridge Investments. Semper Sursum Investments LLC provides discretionary investment management primarily through separately managed accounts, employing a fundamental, bottom-up process with a global focus. The firm offers a range of investment strategies and conducts all research in-house, also providing no-cost educational seminars for prospective and existing clients.

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

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.

Lily Ho is a CFP® professional with 24 years of experience in financial planning and advisory services. She is currently the sole advisor at JPL Wealth Management, an independent firm she has led since 2023. Prior to this, she worked at J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she is also involved as an independent insurance agent and a licensed real estate agent. JPL Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on customized investment policies and asset allocation with predominantly non-discretionary advisory relationships. The firm uses a combination of fundamental, technical, cyclical, and charting analysis, and occasionally employs sub-advisers through Schwab’s Managed Account programs.

Robert Brown IV is a financial advisor at Brownsboro Financial with 10 years of industry experience. He holds a Series 65 credential and has been associated with Brownsboro Financial and Cottage Consulting Corp. since 2016. Outside of his advisory role, Robert is involved in several entrepreneurial ventures, including co-owning a company that produces pancake makers and a hospitality business planning to offer short-term accommodations. Brownsboro Financial provides investment management, financial planning, and advisory services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies primarily through index mutual funds and ETFs, supplements client portfolios with third-party managers, and offers ongoing planning retainer engagements.