Sean Sevey is the sole advisor at Sevey Wealth Advisors in Austin, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2005 to 2022 before founding his current firm in 2022. Sevey Wealth Advisors provides non-discretionary investment advisory and financial planning services to individuals and select families, including high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative techniques, favoring a long-term trading approach tailored to client goals and risk tolerance.

Emily Rassam is a CFP® professional with 18 years of experience in the financial services industry. She is a Partner and Senior Financial Planner at Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer Investment Management helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… 💬 Should I exercise my stock options now, or wait—and how do taxes impact that decision? 💬 How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? 💬 When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… 💬 Are we actually ready to retire, or should we work a few more years? 💬 When should we start Social Security so we optimize our lifetime benefits? 💬 Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more. Learn more about our firm at: https://archerim.com/

Richard is the owner and president of Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… - Should I exercise my stock options now, or wait—and how do taxes impact that decision? - How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? - When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… - Are we actually ready to retire, or should we work a few more years? - When should we start Social Security so we optimize our lifetime benefits? - Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more.

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining his current firm, he worked at Morgan Stanley for one year. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation and representation, and recommendations for third-party money managers. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and typically operates with discretionary trading authority.

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

I’m a CFP® (fiduciary financial advisor) and CDFA® who helps busy professionals, pre‑retirees, and retirees simplify complex financial lives. My work focuses on tax‑savvy wealth management, including equity compensation strategies and retirement income planning, so clients can grow and use their wealth in ways that support the life they want to build. I pay close attention to how career decisions, benefits, and family responsibilities intersect, especially for clients balancing their own retirement goals with support for aging parents or children. Clients often come to me with multiple accounts, company stock, and big questions about “what’s next,” and we work together to create a clear plan, regular check‑ins, and a decision‑making framework that feels calm, collaborative, and easy to maintain. Maia Wealth is an an independent Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission (SEC).

Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Mark Monreal is a CFP® with over 10 years of experience in financial advising and more than four decades of involvement in business and consulting through Mark Monreal & Associates. He is also president and CFO of The Monreal Foundation, a charitable organization focused on health fairs, fundraising, scholarships, and social services. Additionally, Monreal operates in real estate brokerage through Monarch Realty, assisting buyers and sellers on a referral basis. Mark Monreal & Associates offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes asset allocation with diversified global equity and fixed income exposure, using primarily institutional-share mutual funds and ETFs, and also provides advice informed by the principal’s experience in real estate sales and insurance.

Christopher Destefano is a financial advisor with DeStefano Wealth Management in Austin, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Brighton Jones LLC for seven years. DeStefano Wealth Management is an independent advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm applies modern portfolio theory using primarily passive investment vehicles, supplemented by fundamental analysis, and provides ongoing portfolio supervision alongside regular plan updates.

Michael Mullett is a CFP® professional with 40 years of industry experience, currently serving as the sole advisor at Mullett Financial LLC. His prior experience includes more than two decades at Charles Schwab in various advisory roles. He also holds an insurance license, which he uses to assist clients with insurance product identification as part of his financial planning services without earning commissions. Mullett Financial LLC provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a variety of investment strategies, including Modern Portfolio Theory and value investing, and regularly incorporates third-party managers while maintaining advisory oversight.

Charles Barnett IV is the sole advisor at Barnett Capital Management, LLC in Austin, TX, holding a Series 65 designation with 20 years of industry experience. He has led Barnett Capital Management since its founding in 2006. The firm primarily serves individual and family clients, providing investment supervisory services focused on asset allocation and index fund use, along with personal strategic consulting on non-investment matters under separate agreements. Barnett Capital Management is notable for its small, single-advisor practice and offers both discretionary and non-discretionary services while maintaining a limited client roster.

Romy Pickron is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Asset Achievers in Austin, TX. Prior to founding Asset Achievers in 2022, Romy worked at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2021. Romy is also co-owner and co-founder of Reducify LLC, an organization focused on personal finance education and helping borrowers accelerate student loan repayment. Asset Achievers provides comprehensive financial planning combined with discretionary investment management services, tailored to individual client circumstances. The firm serves individuals, small businesses, and educational institutions, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and incorporating educational courses and coaching.

Stephen Lay is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has worked at LPL Financial for 19 years before retiring in 2021, and he currently serves as the sole advisor at Curtain Wealth Planning L.L.C. in Austin, Texas. Curtain Wealth Planning L.L.C. provides fee-only financial planning services to individuals and high-net-worth clients, focusing on hourly engagements and ongoing planning subscriptions without managing client assets. The firm emphasizes passive investing and Modern Portfolio Theory, allowing clients to implement investment transactions through their chosen custodians.

Christopher Hannan is a financial advisor with Devil Mountain Investment Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at W.R. Hambrecht + Co., LLC from 2014 to 2017 and has been with Devil Mountain since 2009. Devil Mountain Investment Management serves individual and high-net-worth investors with financial planning and portfolio management, also providing fiduciary investment services to retirement plans and institutional clients. The firm emphasizes a non-discretionary, ETF-first approach with personalized asset allocation and risk management strategies, managing approximately $42.56 million in assets.

Mark Plummer is the sole advisor at APEX Research and Investments, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been affiliated with APEX PARTNERS, LLC since 2002. APEX Research and Investments manages a private investment fund focused on capital appreciation through concentrated core positions in mid-cap companies. The fund uses fundamental and technical analysis, employing strategies such as short selling, options, and margin for hedging and opportunistic purposes, serving accredited investors who meet specified financial thresholds.

Mitchell Strickling is a CFP® and Series 65-registered advisor at Guiding Financial with five years of industry experience. He has worked at Guiding Financial since 2020 and previously was involved with Strickling Ranch Partners, LP. Guiding Financial serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management combined with comprehensive wealth-planning services. The firm employs a long-term, modern portfolio theory-based investment approach and integrates wealth planning with portfolio management to address tax, estate, business, and private-asset considerations.

Theodore Barac is the principal and sole advisor at Barac Capital Management, LLC in Austin, TX, with 13 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2012. Outside of advisory work, Mr. Barac contributes articles to the financial research platform Seeking Alpha and teaches classes for Moody’s Analytics on a contract basis. Barac Capital Management provides discretionary portfolio management through separately managed accounts, serving accredited investors, family offices, trusts, and institutional clients. The firm employs a research-driven, long-term value investing approach that integrates fundamental and technical analysis to identify securities trading below intrinsic value and selectively targets options with event-driven upside.

Kyle Portnoy is a CFP® with seven years of industry experience, currently serving as the sole advisor at Cresvita Capital. His prior roles include six years at Dimensional Fund Advisors and positions with several technology and consulting firms. He is also the founder of Cresvita Coaching LLC, a financial coaching business focused on improving individuals’ financial literacy and habits. Cresvita Capital advises individuals and high-net-worth clients through wealth management, investment management, and financial planning, employing a fee-only model with flexible billing arrangements. The firm’s investment approach is based on Modern Portfolio Theory and passive management, emphasizing diversified asset allocation and long-term portfolio reviews.

Mark Ruzicka is the sole advisor at Righteous Financial, LLC in Austin, TX, with 11 years of industry experience. He previously worked at Centric Advisors, LLC and Majors & Mondragon, LLC before founding Righteous Advising LLC in 2019. Ruzicka holds Series 63 and Series 65 licenses and is also a licensed insurance agent, occasionally offering commissionable insurance products to clients. Righteous Financial, LLC manages approximately $4.54 million for a small client base, providing discretionary and non-discretionary asset management, financial planning, supervisory services for third-party money managers, and retirement plan management. The firm employs a variety of analytical approaches and invests across multiple asset classes, serving individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners.