Brandon Perry is a CFP® and ChFC® with 21 years of experience in financial advising. He has been the principal advisor at Perry Investment Management, LLC since 2009. The firm serves individual investors, nonprofit clients, and corporate pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. Perry Investment Management uses an institutional-style investment approach focused on risk control and diversified allocations, customizing portfolios to client objectives including socially responsible investment options upon request.

Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.

Mustafa Ismail is the principal of Ismail, Mustafa, an investment management firm based in Cedar Park, TX. He holds a Series 65 designation and has industry experience beginning in 2024. Prior to founding his firm, he worked for nine years at Intel Corporation in technology roles including cloud architect and software engineer. Ismail, Mustafa provides fee-only financial planning services to individuals and high-net-worth clients, focusing on tailored recommendations in investing, asset allocation, retirement rollovers, insurance, and taxes. The firm emphasizes long-term diversified strategies and detailed risk disclosures, operating on an hourly billing basis without accepting custody or discretionary authority over client accounts.

Donald Rudy III is a financial advisor associated with Lakeline Financial in Cedar Park, TX. He holds a Series 65 designation. Lakeline Financial currently does not have any active advisors.

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Abhay Srivastava is a CFA® charterholder with seven years of industry experience. He is the principal advisor at AS Investment Partners LLC, an independent firm he has led since 2024. His prior experience includes roles at Hutchinson Capital Management and Finchwood Capital Partners, LP. AS Investment Partners LLC serves individual and select institutional clients, including corporations, providing discretionary and non-discretionary asset management along with standalone financial planning. The firm follows a fundamentally driven, business-oriented investment approach with a broad mandate and continuous portfolio monitoring.

Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.

Jeffrey Kikel is a financial advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation and various securities licenses including Series 63, 65, and 66. Prior to founding Freedom Day Wealth Management in 2022, he was involved with BKA Wealth Consulting, Inc, CPTX Wealth Strategies, and American United Life. Outside of his advisory work, he is the founder of T-Werx, a coworking facility, and is involved in several business ventures including renewable energy sales and publishing. Freedom Day Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and corporate plan sponsors. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers pension consulting and fiduciary services to plan sponsors.

Manuel Ramirez is a financial advisor at Versai Wealth Management LLC in Cedar Park, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B.B. Graham & Co. and Per Stirling Capital Management before founding his current firm in 2018. Ramirez is also a licensed insurance agent. Versai Wealth Management LLC is a single-advisor independent firm providing discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods for asset allocation and security selection and offers strategies including margin and options trading, with all client assets custodied at Schwab Institutional.

Richard Betts is a financial advisor at Barton Creek Advisors, LLC in Round Rock, TX, with 21 years of industry experience. He holds a Series 63 designation and has been with Barton Creek Advisors since 2004. Outside of his advisory role, he is the founding principal of R. Mark Betts Financial, where he provides education and foundational insurance products, including life insurance and fixed annuities. Barton Creek Advisors offers investment advisory and financial planning services to individuals, trusts, and estates, focusing on customized portfolio construction and financial plans. The firm assists clients with investment policy statements and asset allocation, often referring clients to third-party money managers whose selection and supervision it oversees.

Sanjeev Subnani is a financial advisor with Subnani Investment Research, LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Oneamerica Securities and Sagepoint Financial, Inc., as well as work in carpentry. Subnani serves as the sole advisor at his independent firm based in Leander, TX. Subnani Investment Research, LLC offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis with strategies like core-and-satellite, value, and contrarian investing, and provides pension consulting and educational workshops as part of its client services.

Douglas Kirkpatrick is the sole advisor at Alphaglider LLC, an independent registered investment adviser based in Georgetown, TX. He holds the CFA® designation and has 13 years of industry experience, including prior institutional equity roles before founding Alphaglider in 2012. Alphaglider LLC serves individuals, families, trusts, and retirement plan sponsors, managing approximately $48 million across about 30 clients. The firm offers discretionary and non-discretionary portfolio management, fiduciary consulting, and 3(38) investment-manager services, with a focus on diversified, risk-managed, tax-aware strategies that rely heavily on exchange-traded funds and are delivered primarily through its website and mobile applications.

Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

Michael Knipstein is the principal of OnPoint Financial Advice, LLC in Round Rock, TX. He holds a Series 65 credential and previously worked for Williamson County EMS for nine years. His career prior to financial advising includes public safety leadership. OnPoint Financial Advice provides financial planning and consulting services to individual clients, offering written plans or targeted consultations without discretionary account management. The firm uses fundamental analysis and modern portfolio theory, delivering advice through project-based engagements on an hourly or project-fee basis.

Elliott Weir is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at III Financial, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Cedar Park, TX. III Financial provides comprehensive wealth management and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs, and offers discretionary portfolio management, estate-planning support, and retirement plan advisory services.

Jason Self is a CFP® and CFA® charterholder with 11 years of industry experience. He has been the principal of Resonance Financial, LLC since 2014. Resonance Financial provides asset management, financial planning, and consulting services focused on retirement planning for high-net-worth individuals, trusts, foundations, endowments, and other charitable or institutional clients. The firm emphasizes fundamental analysis to create customized portfolios and offers both discretionary and non-discretionary management while coordinating with clients’ other advisors on tax and estate matters.

Javier Maravi is the principal of Maravi Capital Management in Round Rock, TX, holding a Series 65 credential with one year of industry experience. He serves as Vice President of Training at TACALA, LLC, a restaurant franchise based in Birmingham, AL, where he has worked since 2009. Maravi also manages a residential real estate business, Music City Vacation Pads LLC, as a managing partner. Maravi Capital Management is a state-registered investment adviser offering discretionary portfolio management and financial planning. The firm employs a tactical allocation strategy combining fundamental analysis and position adjustments and provides both asset-based management and standalone hourly consulting services.

Brandon Parkhurst is a CFP® and holds a Series 65 license with 20 years of industry experience. He is the owner and principal of Parkhurst Consulting CPA PC and Parkhurst & Associates CPA PC, a tax and accounting firm where he dedicates significant time. Parkhurst Consulting CPA PC provides investment advisory and financial planning services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses an asset-allocation framework with a long-term, buy-and-hold strategy, integrating tax and accounting expertise alongside investment advice.