I was 13 years old when I started investing. My grandfather taught me. Instead of fishing or watching baseball during summers together, he walked me through options trading (not the safest way to invest lol). Buying and selling puts, running iron condors and writing covered calls. Most kids my age were at camps or on the swim team. I was learning about risk, free cash flow, and what it means to actually own a piece of a business. I was obsessed. I kept investing through college, eventually realizing there was a whole world beyond picking stocks. Tax planning. Estate planning. Cash flow. The full picture of what it takes to build wealth and protect a family. I joined a firm out of school. Then another. I learned a lot, but kept running into the same wall: I didn't have the freedom to invest the way I believed clients deserved. In 2021, I started Baskets Capital, my own independent RIA. I wanted full control over how we serve clients. Not 10 mutual funds and calling it a day. Not telling an 85 year old "let's just see what the market does." I wanted custom portfolios of individual stocks, actively managed, tailored to each client. Then in early 2024, life hit me hard. I was diagnosed with a fatal brain tumor. Three months of scans and specialists led to brain surgery in May 2024. A week in the hospital, time in the Neural ICU, and a long recovery that stretched through the year. I could not have made it through without God protecting me the whole way, without Courtney by my side, and without having built my own firm years prior. Full control over my schedule is what let me focus on healing. In 2025, the best thing that has ever happened. We welcomed our daughter, Parker, into the world. She reshaped how I think about my work and why it matters. At Baskets Capital, we help families and business owners navigate tax planning, estate planning, charitable giving, and investments so they can focus on what matters most - family time. We coordinate every piece: proactive tax planning, smart giving strategies like donating appreciated stock and using donor-advised funds, and custom portfolios of individual stocks. Every dollar gets put to work with intention. If you think you're safe because nothing has gone wrong yet, and you haven't built a plan for what happens when life throws something unexpected at you, we should probably talk. Life has a thousand things it can throw. One of the best things you can do is prepare, build a plan, and walk through it with experts beside you.

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Stephen Homer is a financial advisor at Inked Investments in Round Rock, TX, with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Edward Jones. Outside of advising, he coaches multiple sports at Round Rock Christian Academy. Inked Investments provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, and retirement-plan sponsors. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and typically operates with discretionary trading authority for asset allocation and rebalancing.

Joseph Reinke Jr. is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at Fitbux RIA LLC in Pflugerville, TX, and has served as Chief Executive Officer of Fitbux, Inc. since 2015. His prior roles include leadership positions at Fitbux Services LLC and JAR Financial Management LLC. Fitbux RIA LLC provides discretionary investment management to individual and high-net-worth clients using a third-party sub-adviser and custodial platform. The firm employs a proprietary risk-profiling questionnaire and an AI-assisted asset allocation tool licensed from an affiliated technology company, with final suitability determinations made independently by the firm.

Juhee Patel is an investment advisor at Virtue Wealth Management with three years of industry experience. Prior to founding Virtue Wealth Management, Patel worked at Edward Jones, Charles Schwab, and Laxmi Financial Services. Patel also maintains ownership in Sahaj Consulting Group, LLC, an outsourcing consulting firm. Virtue Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and quantitative analysis, modern portfolio theory, technical analysis, and fund/ETF due diligence, tailoring investment strategies to client objectives and typically seeking discretionary management authority.

Christopher Miller is a financial advisor at Elitegate Wealth, LLC with 22 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 18 years and Valic Financial Advisors for two years. Outside of his advisory role, Miller engages in corporate business consulting and participates as a partner in a private equity company. Elitegate Wealth provides wealth management, discretionary portfolio management, and financial planning services to individuals and high net worth clients. The firm focuses on building model portfolios with a long-term approach while using fundamental and cyclical analysis, and it occasionally incorporates alternative investments such as private equity for qualified investors.

David Pizzi is a financial advisor at Elitegate Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at First Republic Bank, APS Payroll, and entrepreneurial ventures in marketing and home services. EliteGate Wealth provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high net worth clients, focusing on long-term investment strategies with occasional use of alternative investments for qualified investors.

Hasan Iqbal is a CFA® charterholder currently with Elitegate Wealth, LLC and has one year of experience in the financial advisory industry. Prior to joining Elitegate Wealth, he spent 15 years at MCB Bank Limited. Outside of his advisory role, he works as a substitute teacher with PFISD. Elitegate Wealth provides wealth management, discretionary portfolio management, and financial planning services to individuals and high net worth clients. The firm focuses on long-term model portfolios with fundamental and cyclical analysis and occasionally uses alternative investments for qualified investors.

Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.

Mary Yi is a financial advisor at Dovetail Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and SHB&C, LLC. Yi also serves as a wealth manager in non-variable insurance activities on a limited basis. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process that combines client discovery with model-driven strategies and third-party manager selections, employing asset allocation, fundamental and technical analysis, and periodic rebalancing.

Lei Duan is a CFP® and Series 65-licensed financial advisor at Open Door Investment Advisors, Inc. with one year of industry experience. Prior to joining Open Door, Lei worked at KPMG and Maxwell Locke & Ritter, LLP, where she served as an independent contractor managing financial due diligence projects. Open Door Investment Advisors serves high-net-worth individuals, families, trusts, and retirement plans with a conservative, long-term buy-and-hold equity strategy focused on individual equities supported by fundamental and technical analysis. The firm manages approximately $36.8 million for about 50 client relationships through a two-advisor team.

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including SII Investments, Inc. and My Legacy Advisors, LLC. In addition to his advisory work, he is a certified public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process centered on client discovery and employs model-driven strategies, third-party manager selections, and a combination of fundamental and technical analysis.

John Rowden is a financial advisor at Forthright Capital with three years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Forthright Capital, he worked at Equis Financial and Verity Asset Management among other firms. Outside of investment advising, he acts as an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular portfolio reviews conducted quarterly.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Ryan Cassidy is a financial advisor at Symmetry Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, Merrill, and SELO AI. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms while offering ERISA retirement-plan advisory services and participant advice.

Geryl Winterowd is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2016. In addition to his advisory role, Winterowd serves as IT Director at Maxim Integrated Productions, a technology company based in Austin, Texas. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches across diverse portfolios and strategies.

John Winterowd is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds a Series 65 credential and has held roles at Premier Medicare Solutions, Inc., Portfolio Medics, FMT Solutions, Alternative Design MLCDS, 3 MENTORS, and Guardian Financial Wealth Management. Outside of advisory work, he serves as an instructor for FMT Solutions and is the president of Premier Medicare Solutions, overseeing Medicare insurance sales. Additionally, he is involved in financial education as the chapter president of SOFA Austin, providing workshops in the community. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches and offering diverse portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Rebecca Irey is an advisor at Gradient Advisors, LLC with Series 65 and Series 63 licenses and started her financial advising career in 2025. She has prior experience with the Federal Employee Advocate Program and has owned RI Transcription Solutions since 1995. Outside of Gradient Advisors, she is the owner of Blue Skye Financial, a financial planning firm in Hutto, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through Investment Advisor Representatives and third-party money managers, offering a non-discretionary model that incorporates risk analysis tools and fundamental, technical, and cyclical portfolio analysis.