Trevor Reid Stepan

Sean Sevey is the sole advisor at Sevey Wealth Advisors in Austin, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2005 to 2022 before founding his current firm in 2022. Sevey Wealth Advisors provides non-discretionary investment advisory and financial planning services to individuals and select families, including high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative techniques, favoring a long-term trading approach tailored to client goals and risk tolerance.

Emily Rassam is a CFP® professional with 18 years of experience in the financial services industry. She is a Partner and Senior Financial Planner at Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer Investment Management helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… 💬 Should I exercise my stock options now, or wait—and how do taxes impact that decision? 💬 How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? 💬 When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… 💬 Are we actually ready to retire, or should we work a few more years? 💬 When should we start Social Security so we optimize our lifetime benefits? 💬 Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more. Learn more about our firm at: https://archerim.com/

Richard is the owner and president of Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… - Should I exercise my stock options now, or wait—and how do taxes impact that decision? - How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? - When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… - Are we actually ready to retire, or should we work a few more years? - When should we start Social Security so we optimize our lifetime benefits? - Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more.

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining his current firm, he worked at Morgan Stanley for one year. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation and representation, and recommendations for third-party money managers. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and typically 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 and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

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).