I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Kirti Bhanushali is the sole advisor at Dversify Advisors LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Dversify Advisors, Kirti was employed at Oracle Corp for 18 years. Kirti is also involved with Dversify AI LLC, a technology affiliate related to the advisory platform. Dversify Advisors provides automated, non-discretionary investment advice and financial planning services to individual clients through an interactive digital platform. The firm focuses on delivering analyses such as retirement-income planning, Social Security strategy, and tax-related modeling without managing client assets or executing trades.

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.

Abhay Srivastava is a CFA charterholder with seven years of industry experience. He is the principal of AS Investment Partners LLC, an independent advisory firm he founded in 2024. His prior experience includes roles at Hutchinson Capital Management, Finchwood Capital Partners, University of California Berkeley, and Ewing Morris & Co. Investment Partners. AS Investment Partners LLC provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, employing a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value. The firm offers customized portfolio management across various securities and uses performance-based fee arrangements for qualified clients.

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.

Christopher Baum is a financial advisor with Palermo Wealth Management, LLC in Georgetown, TX, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has been with Palermo Wealth Management since 2012. Palermo Wealth Management is a fee-only independent firm serving individuals, high-net-worth clients, families, corporations, non-profits, and retirement plan sponsors. The firm provides comprehensive financial planning and discretionary investment management, utilizing a mix of mutual funds, ETFs, and ETNs with an investment approach that includes fundamental, technical, and charting analysis.

Danny Holder is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Capital Retirement Planning, LLC since 2007 and joined TLWM Financial in 2025. Capital Retirement Planning, LLC provides portfolio management, investment consulting, and retirement-plan advisory services to individuals and company retirement plan participants. The firm manages approximately $35.1 million in discretionary assets and employs an active, technically driven investment approach combined with fundamental analysis and third-party research.

Thomas Meyer is the sole advisor at Thomas Meyer Investments in Leander, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at Turner Capital Investments and self-employment, and he publishes a free weekly trend-following investment newsletter on Substack. Thomas Meyer Investments provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing on individualized investment policy statements and discretionary management. The firm employs a combination of technical analysis and algorithmic trading strategies, typically emphasizing equities with diversification through mutual funds and fixed income.

Brady Lochte is a financial advisor at Axon Capital Management in Liberty Hill, Texas, holding a Series 65 license with one year of industry experience. Prior to founding Axon Capital Management, he worked at Applied Materials and held positions at Texas A&M University and Blinn College. Axon Capital Management is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory, offering both passive and active fund selections with a focus on long-term holdings and discretionary management.

Colton Lankford is the founder of Lankford Capital Management LLC and holds a Series 65 credential. He has experience working at KPMG LLP and several private companies prior to establishing his advisory firm in 2025. Outside of financial advising, he is involved with Mustang Plumbing, Inc. and Advanced Manufacturing Solutions, Inc. Lankford Capital Management LLC is a Texas-registered investment adviser that provides separately managed account portfolio management to individuals, high-net-worth clients, trusts, small businesses, and institutions. The firm uses fundamental analysis focused on equities, ETFs/ETPs, and investment-grade fixed income, with limited use of options and margin subject to client authorization.

Peter Mitchell is a financial advisor at Tax Pro Advisor with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer Investment Corporation and Tax Pro Advisor LLC since 2010. In addition to his advisory role, Mitchell is the owner and accountant of Tax Pro Advisor’s affiliated tax accounting business, where he provides tax preparation and consulting services as an enrolled agent. Tax Pro Advisor LLC offers asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm uses a tailored investment approach combining fundamental, financial, and technical analysis, and integrates an affiliated tax practice alongside its advisory services.

Jordan Benold is a CFP® professional with six years of industry experience. He has worked at Benold Financial Planning since 2019 and previously at the Federal National Mortgage Association from 2015 to 2019. Benold Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts on a discretionary basis through customized plans or model allocations tailored to clients’ goals and risk tolerance.

Rajesh Tummala is a financial advisor at Deep Think Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Nokia Corporation for 19 years. Outside of his advisory role, he is the managing member of Bright Feather Holdings, a family investment management entity. Deep Think Investments offers discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.

Stephen Benold is a CFP® professional with 19 years of experience at Benold Financial Planning in Georgetown, TX. He is also employed part time as the medical director of the Williamson County Juvenile Justice Center, where he provides medical care and administrative duties. Benold Financial Planning offers ongoing portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts primarily on a discretionary basis with customized plans tailored to client goals and risk tolerance.

Satyadeep Tummala is a financial advisor at Deep Think Investments with a Series 65 credential and seven years of industry experience. Prior to joining the firm, he worked at the University of Oregon for seven years. He is a passive partner in Bright Feather Holdings, LLC, which manages family assets. Deep Think Investments provides discretionary and non-discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to implement tailored long- and short-term investment strategies.

Bryan Hasling is a CFP® professional with 11 years of experience in financial advising. He is currently with Modern Financial Planning, where he has worked since 2023. Prior to this, he was with Lodestar Private Asset Management LLC from 2020 to 2023 and JW Harrison Financial Advisors from 2014 to 2020. Bryan holds a minority ownership stake in Lodestar Private Asset Management, which he plans to divest by the end of 2023. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Ethan Kok is a CFP® and Series 65-licensed advisor with five years of industry experience, currently practicing at Sage Wealth Planning. Prior to joining Sage Wealth Planning in 2021, he spent five years at Dow Chemical Company. Outside of his advisory role, he invests personal capital in small multi-unit real estate buildings and assists in property management. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs primarily passive, risk-based, diversified portfolios with occasional active management and serves clients without a minimum account size requirement.

Michael Troxell is a Series 65 licensed advisor with Modern Financial Planning in Georgetown, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Wetherby Asset Management. In addition to his advisory role, he operates a separate tax preparation business as a sole proprietor. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a long-term, passive investment approach grounded in Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Scott Goeke is a financial advisor at Growth Horizons Wealth Management LLC in Georgetown, TX. He holds a Series 65 designation and joined the firm in 2026. Prior to entering the financial services industry, his work experience includes roles at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-specific investment approach that combines asset allocation, passive and active strategies, and third-party models with tax-aware rebalancing.