Helping Widowed Women Find Financial Peace _____ My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain… I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies. Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family. Why I Share This With You _____ This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother. It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.

Noah Remmert is a financial advisor at Fieldstone Advisory LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Erben Associates and M. Holding Securities Inc. Before his advisory career, he was involved with Varsity Theatre. Fieldstone Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm tailors investment programs to client objectives and risk tolerance, employs fundamental and macroeconomic analysis, and conducts quarterly account reviews.

Jason Self is a CFP® and CFA® charterholder with 11 years of industry experience. He has been the principal of Resonance Financial, LLC since 2014. Resonance Financial provides asset management, financial planning, and consulting services focused on retirement planning for high-net-worth individuals, trusts, foundations, endowments, and other charitable or institutional clients. The firm emphasizes fundamental analysis to create customized portfolios and offers both discretionary and non-discretionary management while coordinating with clients’ other advisors on tax and estate matters.

Javier Maravi is the sole advisor at Maravi Capital Management in Round Rock, TX, holding a Series 65 designation with one year of industry experience. He is also vice president of training at TACALA, LLC, a restaurant franchise, a role he has held since 2009. Maravi Capital Management provides fee-based discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines tactical asset allocation with fundamental analysis and includes a financial education seminar program.

Brandon Parkhurst is a CFP® and holds a Series 65 license with 21 years of industry experience. He is the owner and principal of Parkhurst Consulting CPA PC in Cedar Park, TX, and has operated Parkhurst & Associates CPA PC, a tax and accounting firm, since 2016. Parkhurst Consulting CPA PC serves individuals, families, trusts, estates, businesses, and pension/profit-sharing plans by providing discretionary portfolio management and financial planning alongside tax, estate, risk-management, and business accounting services. The firm emphasizes customized asset allocations based on Modern Portfolio Theory and employs a long-term, buy-and-hold investment approach using no-load, low-expense mutual funds and ETFs.

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.

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.

Steven Guzman is the president and sole advisor at Guzman Wealth Management in Austin, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in financial services, insurance, and mortgage lending since 2010. In addition to his advisory role, he owns an experimental software development company, Nimbul, LLC. Guzman Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, financial planning, retirement plan consulting, and tax preparation services. The firm’s investment approach combines fundamental and technical analysis with Modern Portfolio Theory, managing accounts primarily on a non-discretionary basis.

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.

William Hawes is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Candor Asset Advisors, LLC since 2016. The firm manages approximately $15.8 million for around 36 clients, offering asset management, financial planning, and consulting services for both taxable and retirement accounts. Candor employs a fundamental, bottom-up approach with model portfolios that include equity, ETFs, REITs, and limited option strategies. The firm also serves corporate pension and profit-sharing plans and supports held-away employer accounts through a third-party platform, which is less common for firms of its size.

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.

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.

Jeffrey Weeks is a financial advisor with ATX Portfolio Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with ATX Portfolio Advisors since 2014. Outside of his advisory work, Weeks serves as Treasurer of the Eanes Endowment, a nonprofit supporting the local school district foundation, and is the Service Chair for the Rotary Club of Austin Westlake, where he helps coordinate service projects. ATX Portfolio Advisors provides asset management and financial planning services to individual and institutional clients, including trusts, endowments, charitable organizations, and business entities. The firm employs a tailored investment approach guided by clients’ Investment Policy Statements and incorporates modern portfolio theory, offering both wrap fee programs and institutional portfolio management.

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.