Danqin Fang is a CFP® and CFA® with nine years of experience in financial advising. She is principal of Wealth Beyond Math LLC, an independent registered investment adviser based in Austin, TX. Prior to founding her firm, she worked at Evensky & Katz/Foldes Wealth Management and Austin Asset. She also serves as an Assistant Trainer at the Kinder Institute of Life Planning, providing training to financial advisors. Wealth Beyond Math provides wealth management and comprehensive financial planning to individuals, small businesses, and charitable entities. The firm follows a long-term, goal-based investment approach grounded in Modern Portfolio Theory, using primarily passive allocations to mutual funds and ETFs with discretionary management and periodic rebalancing.

David Slocombe is a financial advisor at San Gabriel Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with San Gabriel Capital since 2014. He also has ongoing affiliation with The Benchmark Company, LLC since 2012. San Gabriel Capital is an independent advisory firm managing approximately $18 million for about 50 clients, including individuals, retirement plans, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-class strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds, ETFs, and select equities, and offers institutional-oriented pension consulting and educational services for plan participants.

Christopher Baum is a financial advisor with Palermo Wealth Management, LLC in Georgetown, TX, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has been with Palermo Wealth Management since 2012. Palermo Wealth Management is a fee-only independent firm serving individuals, high-net-worth clients, families, corporations, non-profits, and retirement plan sponsors. The firm provides comprehensive financial planning and discretionary investment management, utilizing a mix of mutual funds, ETFs, and ETNs with an investment approach that includes fundamental, technical, and charting analysis.

Michael Laheta is a financial advisor at EveryPlan Financial in Round Rock, TX, with one year of industry experience and a Series 65 designation. Prior to his advisory role, he worked extensively in professional sports and motorsports, including positions at FloSports, Thrill One Sports & Entertainment, and NASCAR. He also serves as a professor at Belmont Abbey College, teaching courses related to revenue generation in sports and motorsports, and occasionally undertakes consulting within the sports and entertainment industry. EveryPlan Financial is an independent advisory firm that serves individual and high-net-worth investors as well as retirement plan sponsors. The firm provides discretionary asset management, financial planning, and retirement plan advisory services, with a specialization in pension consulting and focused support for educators’ 403(b) plans.

Joseph Reinke Jr. is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at Fitbux RIA LLC in Pflugerville, TX, and has served as Chief Executive Officer of Fitbux, Inc. since 2015. His prior roles include leadership positions at Fitbux Services LLC and JAR Financial Management LLC. Fitbux RIA LLC provides discretionary investment management to individual and high-net-worth clients using a third-party sub-adviser and custodial platform. The firm employs a proprietary risk-profiling questionnaire and an AI-assisted asset allocation tool licensed from an affiliated technology company, with final suitability determinations made independently by the firm.

Eric Schleien is the sole advisor at Granite State Capital Management, LLC in Round Rock, TX, holding a Series 65 credential with 12 years of industry experience. He has been with Granite State Capital Management since 2014 and is also the sole owner of Wyoming Warehousing & Safe Deposit Company, LLC, a private real estate investing business. Additionally, he earns book royalties as a writer and provides coaching and consulting services through Thinking Tribal. Granite State Capital Management offers discretionary portfolio management and stock-picking services primarily to individual and high-net-worth clients, focusing on equities and American Depositary Receipts. The firm employs a value-oriented investment approach based on fundamental analysis with long time horizons and requires accounts to be custodied at Interactive Brokers.

Juhee Patel is a financial advisor at Virtue Wealth Management in Pflugerville, TX, with three years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Edward Jones, Charles Schwab, and Laxmi Financial Services. Patel is also the owner of Sahaj Consulting Group, an outsourcing consulting business. Virtue Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental and quantitative analysis, modern portfolio theory, and technical analysis, tailoring strategies to client goals and risk tolerance.

Hyunjun Lee is a financial advisor at RootN Wealth Management, Inc. based in Austin, TX. He holds a Series 65 designation and has been with the RootN firms since 2017. Prior to that, he was not employed in the financial industry. RootN Wealth Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm combines fundamental analysis, modern portfolio theory, and quantitative techniques with a focus on equities and a long-term trading approach.

Danny Holder is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of experience in the financial services industry. He has worked at Capital Retirement Planning, LLC since 2007 and spent one year at TLWM Financial. Holder holds the Series 65 license and operates out of Georgetown, TX. Capital Retirement Planning, LLC serves individual investors and participants in employer-sponsored retirement plans by providing fee-based portfolio management, investment consulting, and planning on both discretionary and non-discretionary bases. The firm uses an active, technical-based approach, including trend analysis and stop-loss strategies, to manage downside risk while tailoring allocations to client objectives and risk tolerances.

Thomas Meyer is the sole advisor at Thomas Meyer Investments in Leander, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at Turner Capital Investments and self-employment, and he publishes a free weekly trend-following investment newsletter on Substack. Thomas Meyer Investments provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing on individualized investment policy statements and discretionary management. The firm employs a combination of technical analysis and algorithmic trading strategies, typically emphasizing equities with diversification through mutual funds and fixed income.

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial. I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions. With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence. Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through: • How do I handle equity compensation and bonuses without getting crushed by taxes? • Am I taking advantage of the advanced planning opportunities available to me? • How do I balance enjoying life now with saving tax-efficiently for the future? Here’s what you can expect when we work together: • Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand. • Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey. • Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be. When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze. If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.

Imade Iyamu is a CFP® and Series 66 designated advisor with one year of experience. He currently works at Arusha Wealth Limited Liability Company and has prior experience at Goldman Sachs, Columbia University, Mono Technologies, Banwo and Ighodalo, and the Nigerian Law School. Arusha Wealth Limited Liability Company is an independent advisory firm serving both non-high-net-worth and high-net-worth individuals. The firm combines financial planning and investment management through a coordinated process, implementing discretionary, long-term, diversified investment strategies without custody of client assets or acceptance of sales commissions.

Clifton Myers is the principal of Clifton Myers Financial Advisory in Round Rock, TX, with 32 years of industry experience. He has been leading his independent advisory firm since 2004 and previously worked at Money Concepts Capital Corp. In addition to advising, Myers provides tax preparation services through his own practice and is a 50% owner and officer of Kaleidoscope Toys, Inc., although he has no active role there. Clifton Myers Financial Advisory offers discretionary portfolio management and investment advisory services primarily to individual clients. The firm uses economic models and occasional technical analysis to manage accounts with a focus on ETFs and a broad range of securities, employing varying time horizons and risk management techniques.

Peter Mitchell is a financial advisor at Tax Pro Advisor with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer Investment Corporation and Tax Pro Advisor LLC since 2010. In addition to his advisory role, Mitchell is the owner and accountant of Tax Pro Advisor’s affiliated tax accounting business, where he provides tax preparation and consulting services as an enrolled agent. Tax Pro Advisor LLC offers asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm uses a tailored investment approach combining fundamental, financial, and technical analysis, and integrates an affiliated tax practice alongside its advisory services.

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 industry experience, currently operating through his independent firm, Thrifty Scotty Financial, LLC, based in Round Rock, TX. His prior experience includes roles at Ameriprise Financial Services, Charles Schwab, Per Stirling Capital Management, and Tate Asset Management. He holds Series 65 and Series 63 licenses. Thrifty Scotty Financial provides investment management and a range of financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, managing accounts primarily on a non-discretionary basis, and employs a flat-fee pricing model for its advisory services.

Samuel Yamthe is the founder and sole advisor at ISF Advisory, LLC, holding a Series 65 designation with four years of industry experience. Prior to establishing ISF Advisory in 2021, he founded and has served as president of Applied Network Security since 2003, a security consulting and engineering firm. He is also president of AFTV Five, a nonprofit organization providing video production and training services to other nonprofits and small businesses. ISF Advisory offers investment advisory and market-research services to institutional and business clients, emphasizing research-driven, customized investment strategies and flexible consulting arrangements. The firm integrates traditional investment management with insurance and educational services, focusing on market entry and business development.

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.

Jason Traff is a CFA® charterholder with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing and holds a corporate position related to that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation strategy based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with flexibility for short-term strategies.

Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in client accounts.