Clifton Myers is the principal advisor at Clifton Myers Financial Advisory in Round Rock, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2004. In addition to his advisory work, Myers owns and operates a tax preparation practice, completing approximately 100 returns annually during tax season. He is also a 50% owner and officer of Kaleidoscope Toys, Inc., though he has no active duties there. Clifton Myers Financial Advisory provides investment management and financial planning services primarily to individual clients, using a model-driven investment approach that incorporates economic and technical analysis. The firm combines advisory services with insurance sales and in-house tax preparation, managing discretionary accounts with a focus on exchange-traded funds but also employing a range of securities including derivatives and leverage.

Anna Popke is a financial advisor at Majestic Oak Financial, LLC in Round Rock, TX, holding CFP® and Series 65 credentials with 21 years of industry experience. She has been with Majestic Oak Financial since 2004. Outside of her advisory work, she is a partner in privately-owned LLCs involved in residential and commercial real estate rentals. Majestic Oak Financial provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs with periodic rebalancing, and offers educational seminars and community finance classes.

Scott Wallace is a CFP® professional with 11 years of experience in financial advising. He has worked at Thrifty Scotty Financial, LLC since 2018 and previously spent two years at Ameriprise Financial Services Inc. Although licensed to sell life and health insurance, he is not currently affiliated with any insurance organizations and does not offer insurance products to clients. Thrifty Scotty Financial, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction primarily on a non-discretionary basis, using index mutual funds and ETFs, and employs a flat-fee advisory model with project-based or hourly planning arrangements.

Dah Chin Chi is a financial advisor with TNT Asset Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Celerity Advisors, LLC, VOYA Financial Advisors, and CHI Financial Group. Outside of advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. TNT Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes long-term investing using model portfolios tailored to various risk levels and tax situations, incorporating both discretionary and non-discretionary portfolio management alongside written financial planning and pension consulting services.

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education. A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

John Levee is a financial advisor with RIA Wealth Advisors, LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Arkadios Capital, RIA Advisors, and DFPG Investments, Inc. He is also an author of financial books. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm focuses on strategic asset allocation with a core of passive index and ETF funds, supplemented by selective active managers and global diversification to manage market risk.

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.

Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

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.

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.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Trevor Bakir is a CFP® with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked for two years at Goodwill Industries Central Texas. He also serves as Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management advises individual clients—including high-net-worth and non-HNW—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes long-term investing through model portfolios tailored to various risk levels and tax situations, routinely rebalancing quarterly and employing both fundamental and technical analysis.

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.

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.

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.

Issam Bakir is a financial advisor at TNT Asset Management, LLC with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Bakir has been with TNT Asset Management since 2010 and previously worked at Next Financial Group Inc. He serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm emphasizes long-term investing with model portfolios tailored to different risk profiles and frequently utilizes SEI-managed models and third-party managers.

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.