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.

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.

Brandon Perry is a CFP® and ChFC® with 22 years of industry experience. He is the principal of Perry Investment Management, LLC, an independent firm he has led since 2009 in Round Rock, TX. Perry Investment Management is a fee-only registered investment adviser managing approximately $27 million in discretionary assets. The firm serves individuals, nonprofits, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments, using an IPS-driven approach focused on risk control and loss limitation through diversified portfolios comprising stocks, mutual funds, ETFs, and bonds.

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.

Devang Patel is a financial advisor at Rewbix with a Series 65 credential and two years of industry experience. He has been associated with DJP MD PLLC since 2013. Outside of his advisory role, he serves as a director at Rewbix Real Estate Investments LLC, where he oversees property management issues. Rewbix AI Investments LLC is an independent, internet-based advisory firm that provides AI-driven portfolio management and related services to individual, retail, qualified, and accredited investors. The firm uses machine-learning algorithms to generate buy and sell recommendations and operates on a non-discretionary basis, with plans to introduce discretionary trade execution and token-based fees.

Brandon Hinneberg is a CFP® and ChFC® with six years of industry experience. He currently operates as the sole advisor at Off-Trail Works LLC, an independent firm based in Austin, TX. Prior to founding Off-Trail Works, he spent several years with Northwestern Mutual in various investment and wealth management roles. Outside of financial advising, he was involved with Your Vision Video Productions LLC from 2018 to 2021. Off-Trail Works LLC provides comprehensive financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, and related entities. The firm emphasizes a planning-first approach, integrating detailed financial projections and tax-efficient investment strategies, and manages approximately $9 million in assets across about 21 households.

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.

Jeffrey Kikel is the principal of Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to founding Freedom Day Wealth Management in 2022, he worked at BKA Wealth Consulting, Inc. and American United Life, among other firms. Outside of his advisory work, he owns several businesses including a coworking facility, a renewable energy company selling solar systems, and a media and marketing consulting firm. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm employs a long-term investment strategy tailored to each client's financial situation and risk tolerance, and offers retirement-plan consulting with fiduciary roles for plan sponsors.

Richard Brady is a Series 65 licensed financial advisor with six years of industry experience. He is currently affiliated with Helios Financial Services, LLC, where he serves as the sole advisor. His prior roles include positions at Foundations Investment Advisors, Vital Retirement, Portside Wealth Group, Townsquare Capital, and Insurance Network, Inc. Outside of advisory work, Brady also operates as a licensed insurance agent. Helios Financial Services, LLC is an independent registered investment adviser that offers asset management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s approach integrates technical charting, fundamental analysis, and modern portfolio theory to manage portfolios with both discretionary and non-discretionary strategies tailored to client objectives.

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.

Edmund Crawford is the principal advisor at Crawford Advisory Group, LLC in Austin, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. Outside of his advisory role, he owns Lil' Love Apparel, LLC, a non-investment business. Crawford Advisory Group provides comprehensive financial planning and discretionary investment advisory services to individuals, small businesses, corporations, estates, and trusts. The firm combines strategic and tactical asset allocation, using both fundamental and technical analyses, and manages accounts on a discretionary basis with regular reviews and rebalancing.

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.

Jacques Corre is a financial advisor at Quasar with a Series 65 credential and one year of industry experience. His prior work includes roles at Orbiss Inc., Naolys SARL, International Management Solutions Inc./Exelmans, and Orcom SA. Quasar provides advisory services to individuals and high-net-worth clients through customized wealth management, family CFO services, financial planning consulting, estate and tax planning, and educational seminars. The firm uses a combination of Modern Portfolio Theory with fundamental, cyclical, and charting analysis and supervises unaffiliated sub-advisers to manage client portfolios.

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.

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.

Karen Collins is a CFP® and Series 63 licensed financial advisor with two years at Three-Sixty Wealth Management, LLC and prior experience at Fidelity Investments and the U.S. Treasury Department. She is the managing member of Three-Sixty Wealth Management and serves as a director of two nonprofit foundations focused on animal welfare and scholastic achievement. Three-Sixty Wealth Management is an independent registered investment adviser offering investment management, portfolio design, and financial planning services. The firm serves individuals, trusts, charitable organizations, and corporate entities using a multi-disciplinary investment approach that incorporates quantitative and qualitative analysis, asset allocation, and ongoing portfolio monitoring.

Masroor Adnan is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Financial Aurora, LLC since 2015. He has also been affiliated with IDS Life Insurance Company since 2001. Outside of his advisory work, he owns a small internet media business. Financial Aurora, LLC primarily serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by offering financial planning, investment management, and insurance services. The firm manages approximately $110 million on a discretionary basis, typically using mutual funds and ETFs, and provides ongoing portfolio supervision through a wrap-fee program.

Michael Knipstein is a financial advisor at OnPoint Financial Advice, LLC with one year of industry experience. Prior to entering the financial advisory field, he worked with Williamson County EMS in Texas for nine years. OnPoint Financial Advice, LLC provides comprehensive financial planning and consulting services to individual clients. The firm uses fundamental analysis and modern portfolio theory to develop long-term investment strategies but does not manage client assets, instead offering advice on a project or hourly basis without ongoing account management.