Terry Dale Lester

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.

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.

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.

"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/

Paul Nixon is the sole advisor at Quillpen Advisors, LLC, an independent firm based in Bee Cave, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Quillpen Advisors in 2020, Nixon worked at NXP Semiconductors N.V. and has operated Nixon Technology Consulting since 2017. Quillpen Advisors manages approximately $17.5 million for a small client base, providing tailored discretionary and non-discretionary portfolio management, hourly financial planning, and model portfolio implementation. The firm serves both non-high-net-worth and high-net-worth clients and offers advice on a range of investments, including alternative investments and private placements.

Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® and Series 66 designations with 21 years of industry experience. He has led Compendium Wealth Advisors since 2016. Compendium Wealth Advisors provides financial planning, investment management, and coordination with other professional advisors for individuals, high-net-worth households, trusts, estates, and business clients. The firm focuses notably on business-owner needs, including business valuation, continuation and exit planning, and employs a research-driven investment approach emphasizing asset allocation and diversification through model portfolios from Dimensional Fund Advisors.