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.

Marie Freemyer is a CFP® professional with 12 years of experience in the financial services industry. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of her advisory role, she manages several long-term and vacation residential rental properties in Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wrap asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs proprietary asset-allocation models and operates a wrap fee program, managing approximately $409 million in assets for about 667 clients.

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.

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.

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.

Trevor Bakir is a CFP® with eight years of industry experience, currently serving as a financial advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked at Goodwill Industries Central Texas from 2015 to 2017. He is also the Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management provides investment advice and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical approaches and trading strategies, offering portfolio management and pension consulting services.

Craig Larson is the principal of Larson Financial Advisors in Bloomington, MN, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Larson Financial Services, Inc., doing business as Larson Financial Advisors, since 1996. Larson is also an independent insurance agent through Tax Advantaged Retirement Consultants, LLC, holding the CLU and LUTCF designations. Larson Financial Advisors provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, and other entities. The firm serves both individual investors and plan sponsors, using technical analysis alongside fundamental and cyclical strategies, managing approximately $99 million in assets for around 155 households.

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.

Yunny Dang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Symphony Retirement Partners LLC. Prior to joining Symphony, she spent two decades at Lincoln Financial Advisors and briefly worked at Osaic Wealth, Inc. Outside of advising, she is a licensed insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, and volunteers as a poll worker during elections in Austin, TX. Symphony Retirement Partners LLC advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm combines fundamental analysis, technical methods, and modern portfolio theory to implement both long- and short-term strategies, with a predominance of client-directed accounts.

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.

Justin Garcia is a financial advisor at Larson Financial Advisors with a Series 65 designation and one year of industry experience. Before joining Larson Financial Advisors in 2026, he worked at Amazon Web Services for seven years and Velocity Electronics for four years. Larson Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, pension consulting, and participant education. The firm uses a combination of in-house model portfolios, third-party managers, and technical analysis techniques to tailor advice for its clients.

Issam Bakir is a CFP® with 37 years of experience in the financial services industry. He is currently with TNT Asset Management, LLC, where he has worked since 2010, and previously worked at Next Financial Group Inc. Bakir is also president of TNT Financial Services Inc. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides investment advice and planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a mix of analytical approaches and managing client portfolios primarily through SEI’s Managed Accounts Program.

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.

Tarik Bakir is a CFP® professional with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2018. Prior to joining TNT, he served in the US Army from 2012 to 2018. He is also a licensed life and health insurance agent. TNT Asset Management provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis and manages client portfolios through SEI’s Managed Accounts Program, offering both long- and short-term trading strategies alongside ongoing account reviews and planning consultations.

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.

Christopher Larochelle is a CFP® with 20 years of industry experience. He is currently affiliated with RIA Wealth Advisors, LLC and has previously worked at Arkadios Capital, RIA Advisors, DFPG Investments, Inc., and Integrated Advisors Network LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a strategic asset allocation approach with passive index and ETF funds as core holdings, adding active managers selectively and maintaining global diversification to manage market risk.

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.