Lanzi Butler is a financial advisor with Trane Capital, LLC in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Butler has been with Trane Capital since 2012. Trane Capital LLC provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, corporations, and other entities. The firm uses a fundamental investment approach focused on company financials, management, and industry outlook, and offers performance-based fee arrangements for qualified clients in addition to typical asset-based fees.

Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

Joshua Clifford is a CFP®, CFA®, and Series 63 credentialed advisor with 13 years of industry experience. He is the sole advisor at Quoinage Capital LLC, an independent firm based in Austin, TX. His prior work includes roles at Dimensional Fund Advisors and several wealth management firms. He also has a teaching appointment at the UT Austin Center for Professional Education through 2025. Quoinage Capital provides discretionary investment management, comprehensive financial planning, held-away account review, and consulting services for individuals, charitable organizations, corporations, and other advisers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory, managing portfolios on a discretionary basis with ongoing supervision and periodic rebalancing.

Amirthraj Ramakrishnan is the sole advisor at Valuetree Financial LLC in Austin, TX, holding a Series 65 designation with seven years of industry experience. Before founding Valuetree Financial in 2019, he worked at Dell from 2012 to 2019. Valuetree Financial LLC offers investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a passive, index-based investment approach with the flexibility to incorporate small-cap, value exposures, select individual securities, and alternative assets, while also utilizing unaffiliated subadvisers for tax-advantaged strategies under its fiduciary oversight.

"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/

Discover The Freedom Of Financial Clarity with Orchard Financial Group! At Orchard Financial, we empower you financially in a judgment-free zone, providing practical guidance in a welcoming and inclusive environment. Ideal for individuals and families who appreciate clear, straightforward advice in a relaxed setting where you're safe and valued. Are We the Right Fit for You? We're experts in supporting queer individuals and families with specialized knowledge in LGBTQ+ financial areas such as estate planning, family planning, and gender-affirming care costs. We also serve non-queer families looking for a personalized and non-judgmental approach to financial planning. Facing unique challenges or seeking direct financial guidance? Contact us to see how we can assist you. How Can We Work Together? The Total Package: Designed for those with substantial assets, this service offers thorough financial planning and investment management. Benefit from clear, actionable advice and a dynamic, evolving roadmap. Regular check-ins help us focus on growing your wealth with steadfast support. Makin' Money Moves: Ideal for clients needing a one-time, comprehensive financial plan. We begin with a detailed strategy session and support you in implementing it. Over three months, we'll develop a customized financial strategy with a clear action plan and success roadmap. Project Work: With our tailored project-based services, you can target specific financial goals. Whether you're making a significant purchase or optimizing savings, we provide personal, actionable strategies tailored to meet your needs. Orchard Financial Group is a proud woman-owned, queer-owned, and Certified LGBTBE® business. As a fee-only fiduciary and independent advisor, we commit to unbiased, trustworthy advice without any commission. Together, let's balance your finances with your dreams.

Ujjval Dave is the sole advisor at Ujjval Investments, LLC, an independent firm based in Austin, TX. He holds a Series 65 designation and has 15 years of industry experience. Dave founded Ujjval Investments in 2010 and has managed the firm since its inception. Ujjval Investments serves individual investors, trusts, and business entities, managing approximately $9.4 million with a focus on discretionary portfolio management. The firm employs an active, business-focused investment strategy emphasizing companies with durable competitive advantages and conservative balance sheets, typically maintaining concentrated portfolios with a multi-year holding horizon.

I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for the past 10 years. In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing into their careers and wealth. In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together with our three children, we enjoy walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection. I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009.

Paul Nixon is the sole advisor at Quillpen Advisors, LLC, an independent firm based in Bee Cave, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Quillpen Advisors in 2020, Nixon worked at NXP Semiconductors N.V. and has operated Nixon Technology Consulting since 2017. Quillpen Advisors manages approximately $17.5 million for a small client base, providing tailored discretionary and non-discretionary portfolio management, hourly financial planning, and model portfolio implementation. The firm serves both non-high-net-worth and high-net-worth clients and offers advice on a range of investments, including alternative investments and private placements.

Baptiste Couland is a financial advisor at BAT Financial Services LLC in Austin, TX. He holds a Series 65 credential and has experience that includes roles at Yaskawa Innovation, the Texas Army National Guard, Cirrus Logic, and the New York Stock Exchange. BAT Financial Services LLC provides comprehensive financial planning, investment advice, and portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a passive investment approach, primarily using index mutual funds and ETFs, and offers services through ongoing engagements, project-based work, and public educational programs.

Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® and Series 66 designations with 21 years of industry experience. He has led Compendium Wealth Advisors since 2016. Compendium Wealth Advisors provides financial planning, investment management, and coordination with other professional advisors for individuals, high-net-worth households, trusts, estates, and business clients. The firm focuses notably on business-owner needs, including business valuation, continuation and exit planning, and employs a research-driven investment approach emphasizing asset allocation and diversification through model portfolios from Dimensional Fund Advisors.

Ross Patterson founded Simaris Financial in 2019 to help individuals and families discover their true purpose and build lives that are fulfilling, energizing, and meaningful. Ross was a software engineer before discovering the Kinder Institute and making a major shift in his life through the EVOKE process. Through Kinder he realized his passion for combining Life Planning with financial expertise, and Simaris was born. Ross spends his free time with his wife, Kristin, his two adult children, and their dog, Pepper. Ross is an active and passionate believer in serving his community. He served for 5 years as the Pro Bono Director of the Financial Planning Association (Austin Chapter), helping individuals and partnering with community-based organizations to offer planning advice regardless of means. For several years, he has also served as a Volunteer Leadership Team Member at Foundation Communities, providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens. Credentials: RLP® (Registered Life Planner - Kinder Institute), CFP® (Certified Financial Planner®), NAPFA, FPA, and XY Planning Network.

Wyatt Guggisberg is a CFP® professional with 11 years of experience in financial advising. He is the principal of Gratus Wealth Strategies LLC in Austin, Texas, and has previously worked at firms including Merrill Lynch, State Street Advisors, and LPL Financial. Outside of his advisory role, he manages WGMS Investments, LLC, which holds private equity interests. Gratus Wealth Strategies LLC provides wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach, using a mix of passive and active strategies across various asset classes, and may include alternative investments such as private equity.

It all started over a decade ago. I found my love for financial planning by asking my friends a simple question out of curiosity, "how do you personally manage your money and invest?". I realized something very important: not only did a lot of people not know if they were managing their money correctly, they didn't even know where to begin finding the confidence in their strategy (if they had one at all). I quickly learned how much I love helping people better understand where their money can take them. I particularly have a passion for the markets and investing which DIY traders and investors have appreciated. For the past decade, I’ve helped them navigate the financial markets with less emotion and more skill. After all, your investing portfolio is the vehicle that drives you to your goals. However, while you're portfolio is important, one thing I teach a lot is how much a healthy financial life goes beyond just that. I have expertise far beyond the markets and investing. As a CERTIFIED FINANCIAL PLANNER™ professional, I can help with cash flow & insurance planning, proactive tax strategy, retirement & legacy planning, asset protection, business planning and more. It's important to have every aspect of your financial life optimized for max peace of mind. Whether you're a DIY trader or investor, a business owner, or a corporate professional taking on stock-based compensation risk, I can help you balance your desire to take on the risk you want with successfully reaching your goals. I’m also the author of the book “Do THIS With Your Money”, making trusted financial education more accessible.

Joshua Epstein is a Series 65 licensed financial advisor with SecretX Assets in Austin, TX, with two years of industry experience. His prior work includes roles at Luxesmith LLC, IKIN, Inc., and Numero 28, where he also works as a bartender. Epstein is involved in several entrepreneurial ventures, including serving as CFO and owner of a private transportation service and founding a marketing company. SecretX Assets is a single-management investment adviser that provides discretionary portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach, including fundamental, quantitative, technical, and cyclical analysis, and uses a range of instruments such as equities, ETFs, options, and private placements.

Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. His career includes roles at Apple Inc. as a data scientist since 2019, and previous positions at Bridgefront Capital LLC and Worldquant LLC. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC provides discretionary investment management primarily to pooled vehicles and qualified institutional clients, as well as advisory services to high-net-worth individuals. The firm employs a hybrid investment approach combining fundamental and quantitative analysis, using machine-learning models to identify momentum and mean-reversion signals in a long-short, market-neutral strategy.

Michael Orf is a CFP® with 13 years of industry experience and the sole advisor at ORF Capital Management in Austin, TX, where he has worked since 2005. He holds a Series 65 license and focuses on financial planning and portfolio management. ORF Capital Management serves individual and family clients, primarily from middle America, using a globally diversified, largely passive investment approach that emphasizes low-cost index funds and tailored portfolios managed on a discretionary basis. The firm operates on a fee-only basis with hourly or flat-rate billing and manages approximately $18.2 million across about 15 clients.

Robert Laughlin is a financial advisor at Integra Asset Advisors, L.C. in Austin, TX, holding a Series 66 credential with 23 years of industry experience. He has been with Integra Asset Advisors since 2005. Integra Asset Advisors is an independent firm providing discretionary portfolio management and comprehensive wealth services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses an active, personalized investment process incorporating charting, fundamental, technical, and quantitative analysis, and offers tailored business advisory and consulting services alongside its investment management.

Max Mueller is a financial advisor at Mueller Wealth Advisors in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. Outside of advising, he manages Scytale Consulting LLC, a business consulting firm, and Deling City, LLC, which focuses on business technology software. Mueller Wealth Advisors serves individuals, high-net-worth clients, and closely held businesses, providing asset management and financial planning with an emphasis on strategic asset allocation and coordinated business succession planning.

Logan Jackson is a financial advisor at Xenith Capital in Austin, TX, holding the Series 66 designation and bringing 10 years of industry experience. His career includes roles at Ray Capital Advisors, Raymond James, Wells Fargo, and First Command, along with service in the Virginia National Guard for eight years. Xenith Capital offers discretionary asset management and portfolio advisory services primarily to affluent and high-net-worth individuals and families, using a combination of fundamental, technical, and charting analysis. The firm manages a concentrated client base and employs strategies including long-term holdings, short-term trades, and options, with no use of alternative investments or performance-based fees.