Joseph Alotta is a CFP® with 28 years of industry experience, currently serving at Open Door Investment Advisors, Inc. in Austin, TX, where he has worked since 2015. He holds a Series 65 license and is part of a two-advisor team. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans, managing approximately $36.8 million across about 50 client relationships. The firm employs a conservative, long-term buy-and-hold equity strategy focused on individual companies, with discretionary asset management and a fee-only structure that includes complimentary financial planning.

Lei Duan is a CFP® and Series 65 licensed advisor with Open Door Investment Advisors, Inc. in Pflugerville, TX. Lei has held roles at Open Door Investment Advisors since 2019 with intermittent periods, and previously worked at KPMG and Maxwell Locke & Ritter, LLP in accounting and financial due diligence. Lei also performs occasional consulting work in financial due diligence as an independent contractor. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans, managing approximately $36.8 million across about 50 client relationships. The firm employs a conservative, long-term buy-and-hold equity strategy focused on individual companies, supported by fundamental and technical analysis, and offers fee-only investment management with financial planning services at no additional charge.