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 a financial advisor at Granite State Capital Management, LLC, with 11 years of industry experience. He holds a Series 65 designation and has been with Granite State Capital Management since 2014. Outside of advising, he is the sole owner of Wyoming Warehousing & Safe Deposit Company, LLC, a private real estate investment business, and he provides coaching and consulting through Thinking Tribal. Granite State Capital Management offers portfolio management and stock-picking services primarily to individual and high-net-worth clients, with a value-oriented, fundamental analysis approach focused on long-term investing and capital preservation. The firm uses performance-based fee arrangements for qualified clients and emphasizes customized investment policies and discretionary account management.

Juhee Patel is an investment advisor at Virtue Wealth Management with three years of industry experience. Prior to founding Virtue Wealth Management, Patel worked at Edward Jones, Charles Schwab, and Laxmi Financial Services. Patel also maintains ownership in Sahaj Consulting Group, LLC, an outsourcing consulting firm. Virtue Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and quantitative analysis, modern portfolio theory, technical analysis, and fund/ETF due diligence, tailoring investment strategies to client objectives and typically seeking discretionary management authority.

Hyunjun Lee is a financial advisor at RootN Wealth Management, Inc. with a Series 65 credential and industry experience beginning in 2026. Prior to this role, Lee worked at Shinhan Investment Co. from 2012 to 2016. RootN Wealth Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative techniques, focusing primarily on equities with mutual funds, ETFs, and non-U.S. securities under a long-term trading strategy.

Danny Holder is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Capital Retirement Planning, LLC since 2007 and joined TLWM Financial in 2025. Capital Retirement Planning, LLC provides portfolio management, investment consulting, and retirement-plan advisory services to individuals and company retirement plan participants. The firm manages approximately $35.1 million in discretionary assets and employs an active, technically driven investment approach combined with fundamental analysis and third-party research.

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.

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 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.

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 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.

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 at TNT Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Celerity Advisors, LLC, VOYA Financial Advisors, and CHI Financial Group. He is also an independent insurance agent specializing in fixed insurance products. TNT Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities. The firm uses SEI’s Managed Accounts Program and a combination of fundamental, technical, and charting analyses to manage client portfolios.

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.

John Koshy is a financial advisor with Symphony Retirement Partners LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Symphony Retirement Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and non-discretionary accounts.

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.