It all started over a decade ago. I found my love for financial planning by asking my friends a simple question out of curiosity, "how do you personally manage your money and invest?". I realized something very important: not only did a lot of people not know if they were managing their money correctly, they didn't even know where to begin finding the confidence in their strategy (if they had one at all). I quickly learned how much I love helping people better understand where their money can take them. I particularly have a passion for the markets and investing which DIY traders and investors have appreciated. For the past decade, I’ve helped them navigate the financial markets with less emotion and more skill. After all, your investing portfolio is the vehicle that drives you to your goals. However, while you're portfolio is important, one thing I teach a lot is how much a healthy financial life goes beyond just that. I have expertise far beyond the markets and investing. As a CERTIFIED FINANCIAL PLANNER™ professional, I can help with cash flow & insurance planning, proactive tax strategy, retirement & legacy planning, asset protection, business planning and more. It's important to have every aspect of your financial life optimized for max peace of mind. Whether you're a DIY trader or investor, a business owner, or a corporate professional taking on stock-based compensation risk, I can help you balance your desire to take on the risk you want with successfully reaching your goals. I’m also the author of the book “Do THIS With Your Money”, making trusted financial education more accessible.

Joshua Epstein is a Series 65 licensed financial advisor with SecretX Assets in Austin, TX, with two years of industry experience. His prior work includes roles at Luxesmith LLC, IKIN, Inc., and Numero 28, where he also works as a bartender. Epstein is involved in several entrepreneurial ventures, including serving as CFO and owner of a private transportation service and founding a marketing company. SecretX Assets is a single-management investment adviser that provides discretionary portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach, including fundamental, quantitative, technical, and cyclical analysis, and uses a range of instruments such as equities, ETFs, options, and private placements.

Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. His career includes roles at Apple Inc. as a data scientist since 2019, and previous positions at Bridgefront Capital LLC and Worldquant LLC. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC provides discretionary investment management primarily to pooled vehicles and qualified institutional clients, as well as advisory services to high-net-worth individuals. The firm employs a hybrid investment approach combining fundamental and quantitative analysis, using machine-learning models to identify momentum and mean-reversion signals in a long-short, market-neutral strategy.

Michael Orf is a CFP® with 13 years of industry experience and the sole advisor at ORF Capital Management in Austin, TX, where he has worked since 2005. He holds a Series 65 license and focuses on financial planning and portfolio management. ORF Capital Management serves individual and family clients, primarily from middle America, using a globally diversified, largely passive investment approach that emphasizes low-cost index funds and tailored portfolios managed on a discretionary basis. The firm operates on a fee-only basis with hourly or flat-rate billing and manages approximately $18.2 million across about 15 clients.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Robert Laughlin is a financial advisor at Integra Asset Advisors, L.C. in Austin, TX, holding a Series 66 credential with 23 years of industry experience. He has been with Integra Asset Advisors since 2005. Integra Asset Advisors is an independent firm providing discretionary portfolio management and comprehensive wealth services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses an active, personalized investment process incorporating charting, fundamental, technical, and quantitative analysis, and offers tailored business advisory and consulting services alongside its investment management.

Abhay Srivastava is a CFA charterholder with seven years of industry experience. He is the principal of AS Investment Partners LLC, an independent advisory firm he founded in 2024. His prior experience includes roles at Hutchinson Capital Management, Finchwood Capital Partners, University of California Berkeley, and Ewing Morris & Co. Investment Partners. AS Investment Partners LLC provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, employing a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value. The firm offers customized portfolio management across various securities and uses performance-based fee arrangements for qualified clients.

Max Mueller is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at Mueller Wealth Advisors in Austin, TX, and previously worked at JP Morgan Chase & Co. Outside of his advisory role, he manages two business ventures focused on consulting and business technology software. Mueller Wealth Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and closely held businesses, with a focus on strategic asset allocation and coordinated business succession planning.

Logan Jackson is a financial advisor at Xenith Capital in Austin, TX, holding the Series 66 designation and bringing 10 years of industry experience. His career includes roles at Ray Capital Advisors, Raymond James, Wells Fargo, and First Command, along with service in the Virginia National Guard for eight years. Xenith Capital offers discretionary asset management and portfolio advisory services primarily to affluent and high-net-worth individuals and families, using a combination of fundamental, technical, and charting analysis. The firm manages a concentrated client base and employs strategies including long-term holdings, short-term trades, and options, with no use of alternative investments or performance-based fees.

Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.

Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and deeply human. After nearly a decade working in financial services, he saw how many LGBTQ+ clients and allies felt unseen in traditional planning environments — and how powerful it is when people finally feel comfortable talking openly about money and life in the same conversation. Jason is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA), and an Equity Compensation Associate (ECA). His background includes extensive work with clients navigating complex financial lives, especially those with stock compensation and high-growth careers. Over the last ten years, Jason has advised clients through many of life’s biggest financial moments — IPOs and liquidity events, job changes, relocating across states, marriage and family building, buying and selling homes, market volatility, and many other financial transitions. He believes real financial planning goes far beyond spreadsheets; it’s about clarity, values, and confidence during moments that truly matter. At the heart of his work is a simple philosophy: people make their best financial decisions when they feel seen and understood. Jason partners closely with clients to help them make thoughtful choices about investing, taxes, cash flow, career, and life planning so they can live well today while building the future they want. When you work with LGBTQ Wealth Planning, you work directly with Jason — a collaborative thinking partner who explains things clearly, asks good questions, and respects the many forms that family and identity can take.

Jeffrey Kikel is the principal of Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to founding Freedom Day Wealth Management in 2022, he worked at BKA Wealth Consulting, Inc. and American United Life, among other firms. Outside of his advisory work, he owns several businesses including a coworking facility, a renewable energy company selling solar systems, and a media and marketing consulting firm. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm employs a long-term investment strategy tailored to each client's financial situation and risk tolerance, and offers retirement-plan consulting with fiduciary roles for plan sponsors.

Eric Ochotnicki is a financial advisor at LCR Financial Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at LCR Asset Management, LLC and Online Trading Academy. LCR Financial Group, LLC provides asset and portfolio management services primarily to individuals and high-net-worth clients, offering access to a range of investment products including stocks, bonds, mutual funds, ETFs, REITs, and options. The firm combines technical and fundamental analysis with modern portfolio theory, incorporating derivatives and hedging strategies, and also publishes an investment newsletter for subscribers.

Manuel Ramirez Jr. is a financial advisor with Versai Wealth Management LLC in Cedar Park, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to founding Versai Wealth Management in 2018, he worked at B.B. Graham & Co. and Per Stirling Capital Management, LLC. He is also an independent licensed insurance agent. Versai Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a variety of analytical approaches and offers discretionary account management that can include the use of derivatives and options strategies tailored to client goals and risk tolerance.

Neil Kay is a financial advisor with Old Vine Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC, John Hancock Investment Management Distributors LLC, and HARTFORD Funds Distributors, LLC. Outside of advisory work, he serves as managing member of Villa Terra Bella, LLC, a property management company overseeing viticulture activities. Old Vine Capital is an independent registered investment adviser managing approximately $167 million for around 50 clients, including individuals, high-net-worth clients, charitable, and corporate entities. The firm provides tailored portfolio management and financial planning, employing a range of analytical approaches and occasionally recommending alternative investments and third-party managers, while also sponsoring private pooled investment vehicles with fund-of-funds strategies.

Mark Watts is the sole advisor at Onus Financial LLC in Austin, TX. He holds Series 66, Series 65, and Series 63 designations and has seven years of experience in financial advisory. Alongside his advisory role, Watts works full-time as a Product Line Manager at Cirrus Logic Inc., a semiconductor company. Onus Financial LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with an emphasis on individualized objectives and risk tolerance. The firm uses fundamental and cyclical analysis alongside elements of modern portfolio theory to deliver tailored portfolio construction and advice.

John Sigmon is a CFA® charterholder affiliated with Douglas Maria LLC in Austin, TX. He has prior experience at Nuance Investments and Capital Group, totaling over a decade in the industry. His current role at Douglas Maria LLC marks his first year with the independent firm. Douglas Maria LLC provides discretionary asset management services to individuals, high net worth individuals, and institutional clients, tailoring portfolios based on documented client profiles and fundamental analysis. The firm emphasizes individualized portfolio management with discretionary trading authority and maintains custody of assets through Charles Schwab Advisor Services.

Erin Hilton is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She has led Hilton Financial Group, LLC since 2016 as its sole advisor. Outside of her advisory work, she volunteers with the National Alliance for Mental Illness (NAMI) in Austin, Texas. Hilton Financial Group is an independent, fee-only registered investment adviser providing financial planning, coaching, and consulting services to a diverse client base including individuals, families, businesses, and plan participants. The firm emphasizes advisory and educational services without managing assets, focusing on low-cost passive investment recommendations and a structured 16-week financial coaching program.

Jeffrey Morneault is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. He is the principal of Hilltop Planning, LLC, where he has worked since 2024. His prior roles include positions at Optas, LLC, HUB International, and TCG Advisory Services LLC. Before entering the financial industry, he spent ten years with the Austin Independent School District. Hilltop Planning, LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm applies asset-allocation principles and Modern Portfolio Theory using both passive and active investment strategies, offering flexible engagement options including hourly advice and tailored financial plans.

Lewis Weil is the sole advisor at Lewis Weil Co., an independent firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding his current firm, he worked at Money Positive, LLC for nine years and operated Lewis Weil Aquarium Maintenance for three years. He has also been involved with the Financial Planners Association of Austin, the Operator Foundation, and Nerd Nite - Austin. Lewis Weil Co. provides comprehensive financial planning and discretionary portfolio management to individual and family households, combining written plans with ongoing implementation under one agreement. The firm uses a primarily passive investment approach focused on diversified index mutual funds and ETFs, offering ESG/SRI options and automated rebalancing through its custodial relationship with Betterment.