Brent Little is a CFP®, PFS™, and Series 65-registered financial advisor with 17 years of industry experience. He is the sole advisor at Theory79 Wealth Design LLC in Austin, TX, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, and Odyssey Wealth Management. Theory79 Wealth Design LLC provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm combines discretionary investment management with financial planning, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios, and may use sub-advisors and turnkey asset management providers in its investment approach.

Douglas Jampol is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Triple Pine Wealth Management LLC in Austin, TX. His prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as brief tenures with the Baltimore Orioles and Retirement Clearinghouse. He is also pursuing a law degree. Triple Pine Wealth Management is a state-registered independent adviser that offers customized portfolio management and financial planning services to individuals, families, trusts, and small business owners. The firm emphasizes long-term, diversified asset allocation with tax-aware rebalancing, direct indexing, and tactical adjustments, while clients retain custody of their assets.

Ram Kolluri is a CFP® professional with 21 years of experience in the financial industry. He is the sole advisor at Exponential Wealth Management, LLC, an independent firm based in Austin, TX. Prior to founding Exponential Wealth Management, he worked at Global Investment Management, LLC and was an investor in Global Wealth Management, LLC until 2023. Exponential Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes a long-term buy-and-hold investment approach guided by written Investment Policy Statements and combines fundamental analysis, modern portfolio theory, and quantitative models.

Ravikishan Pothukuchy is the principal of Arka Financial Services L.L.C. in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Arka Financial Services, he worked at Dell Technologies for 20 years and has operated a professional photography business since 2009. He continues to provide photographic services alongside his financial advisory work. Arka Financial Services serves individual clients and families with comprehensive financial planning, limited-scope advice, and fee-only tax preparation. The firm emphasizes educational investment guidance, using third-party software and a structured planning process, while clients retain control over implementation.

Charles Sawtelle is a CFP® professional with 20 years of experience in financial advising. He is the principal of Saga Financial Management, a sole-practitioner registered investment adviser based in Austin, TX. Saga Financial Management advises individuals and families, including university professors and other participants in qualified retirement plans, focusing on discretionary portfolio management and comprehensive financial planning for 403(b) and ORP retirement accounts. The firm manages approximately $95 million in assets using a blended fundamental and technical analysis approach, tailoring portfolios to clients’ goals and risk tolerance.

Andrew Barker is the principal advisor at Bespoke Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with two years of industry experience. He is also the owner and president of A Textiles, Ltd., a wholesale trade company based in Charlotte, NC, which he has managed since 2013. Bespoke Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis, charting, cyclical analysis, and modern portfolio theory to manage portfolios, occasionally employing options, derivatives, and leverage in client accounts.

Meredith Schneider is a CFP® certificant with seven years of industry experience, currently serving as the sole advisor at Schneider Wealth Management in Austin, TX. She has worked at Salomon Smith Barney Inc. since 1998. Schneider Wealth Management is an independent SEC-registered advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, and retirement accounts. The firm offers discretionary investment management and comprehensive financial planning, using customized model portfolios based on diversified asset allocations and a detailed investment process that considers tax consequences and legacy holdings.

Joshua Stivers is a financial advisor with WealthPortrait Financial, LLC in Austin, TX, holding Series 63 and Series 65 licenses and over 16 years of industry experience. His prior roles include positions at Cabin Securities Inc., Kalos Capital, and Global Financial Private Capital. He is also involved with Platinum Wealth Advisory, an independent insurance agency offering fixed annuities and life insurance. WealthPortrait Financial, LLC provides financial planning and consulting services to individuals and certain institutional clients, focusing on written financial plans rather than discretionary portfolio management. The firm emphasizes detailed personal and financial data collection to address retirement, tax, estate, insurance, and business succession planning.

Louis Kokernak is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Haven Financial Advisors in Austin, TX. Kokernak previously worked at Ernst & Young LLP and Martin Capital Advisors. He also occasionally serves as a consultant in securities arbitration and related litigation. Haven Financial Advisors is an independent, fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using indexed and evidence-based funds, supplemented by active management and global diversification.

Kelly Klingaman is a CFP® with 14 years of industry experience and is the principal of Kelly Klingaman Financial Planning LLC in Austin, TX. She previously worked at DFA Securities LLC and Dimensional Fund Advisors, where she spent over a decade. Her firm provides ongoing financial planning and discretionary investment management for individuals and families, along with limited-scope hourly planning engagements. The investment approach focuses on passive, index-based model portfolios grounded in academic research and implemented through customized Investment Policy Statements, with an emphasis on systematic management including rebalancing and tax-loss harvesting. The firm also offers educational seminars on topics such as employee stock compensation and retirement strategies, operating under a subscription-style annual advisory arrangement with a small client roster for frequent access and updates.

John Dapper is the principal of Holdfast Wealth Management, LLC, an independent registered investment adviser based in Austin, TX. He holds the Series 66 and Accredited Asset Management Specialist (AAMS) designations and has 19 years of industry experience. In addition to his advisory role, Mr. Dapper operates the Law Office of John Dapper, where he practices law and occasionally refers clients to his investment advisory firm without compensation. Holdfast Wealth Management serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, and frequently uses co-advisory and sub-advisor arrangements to implement strategies.

Travis Wiedower is the principal of Wiedower Capital LLC, an independent advisory firm based in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role since 2014, he co-founded and actively manages two businesses in the foodservice supply sector, Foodservice Advantage LLC and Midwest Consolidated Supply LLC, which provide purchasing and logistics solutions to restaurants. Wiedower Capital LLC offers discretionary separately managed equity portfolios primarily to individual and high-net-worth clients, including a significant portion of non-U.S. investors. The firm employs a fundamental, qualitative investment strategy focused on long-term holdings in U.S. and Canadian securities, with occasional investments abroad and in cryptocurrencies.

John Ku is the sole advisor at Manor Road Capital Partners, LLC, an independent firm based in Austin, TX. He holds three years of industry experience and has been with Manor Road Capital Partners since 2012. Manor Road Capital Partners provides discretionary portfolio management to individual and high-net-worth qualified clients. The firm employs a concentrated, value-oriented approach focused on U.S. equities, using fundamental research and intrinsic-value estimates to identify opportunities, generally pursuing a long-only strategy without tailoring services to specific client-imposed investment restrictions.

Jeffery Burrus is a financial advisor at Marathon Wealth Partners, Inc in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Marathon Wealth Partners in 2025, he worked at Stifel Nicolaus & Co Inc for 12 years. He serves as treasurer for ATX Runners LLC, a nonprofit running group. Marathon Wealth Partners provides investment advisory services to individual and high-net-worth clients, focusing on asset management and financial planning across a broad range of investments. The firm emphasizes a non-discretionary investment approach tailored to each client’s objectives and risk tolerance.

Ryan Nolan is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Park 64 Capital, LLC in Austin, TX. His prior experience includes roles at AIG and National Western Life Insurance Company. He is also the owner of Park 65 Lending, LLC, a mortgage brokerage. Park 64 Capital provides discretionary asset management and financial planning to individual and business clients, including high-net-worth individuals. The firm employs both fundamental and technical analysis in its investment decisions and manages a range of portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, and options, with some use of derivatives and held-away account supervision.

Roy Mullin is an investment professional with 23 years of industry experience, currently serving at Playbook Advisers LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has operated Roy Mullin Enterprises, LLC since 2005. Outside of his advisory role, he co-founded Karmic Payback, LLC, a consulting service for private companies preparing for IPOs or M&A transactions, and holds an equity interest in Lithified Technologies Texas, LLC, a company marketing road base stabilization products. Playbook Advisers LLC acts primarily as an investment manager for pooled investment vehicles and institutional-style accounts, while also providing discretionary portfolio management and financial planning services to individuals, trusts, foundations, and private businesses. The firm focuses on allocations to real estate and private equity, employing a discretionary, bottom-up investment approach that combines fundamental and technical analysis.

Levi Baker is a financial advisor at Silverhaven Strategic Wealth, LLC in Austin, TX, with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Inc. and Edward D. Jones & Co., LP. In addition to his advisory work, he practices law at Lance Kennedy Law, PLLC. Silverhaven Strategic Wealth provides discretionary portfolio management and financial consulting to individuals, families, trusts, and estates. The firm employs a disciplined, goal-oriented investment process with diversified allocations and may use listed options strategies for approved clients.

Kyle Reese is a financial advisor at Sprout Capital Management, LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. He has been with Sprout Capital Management since 2015. Sprout Capital Management serves individual clients through discretionary portfolio management and financial planning services, employing rules-based, systematic investment programs driven by economic indicators, technical analysis, and SEC filing data. The firm is notable for publishing performance information for its model strategies and utilizes a concentrated, rules-based stock model alongside a custodial relationship that supports daily billing and institutional execution.

**Flat Fee, Fee-Only, and Fiduciary Financial Advisor - Serving clients nationwide** TwoTen Planning is a fiduciary, fee-only financial planning firm in Austin, TX, serving tech professionals. We specialize in flat-fee financial planning, tax planning, and investment management, with expertise in equity comp (RSUs, stock options, and ESPP). Your Situation: You are a professional and you are navigating the complexities of your equity awards and your financial matters. You have many challenges: ➡️ Navigating your equity awards and making prudent, informed, and timely decisions ➡️ Managing your stock concentration, while investing wisely ➡️ Awareness of the tax, investment, and legal implications ➡️ Getting financially organized with a plan to protect your family and assets from an untimely event These challenges require wise decision-making to ensure that you maximize your financial opportunities, care for your family, and avoid costly mistakes. You are smart and successful. Yet, you may be lacking the time, interest, knowledge, or discipline to manage all the moving financial parts on your own. And let’s face it, we all have blind spots. You desire financial help so you can instead focus on everything that matters most in your life! Stu’s Professional Notes: Prior to founding TwoTen Planning, I enjoyed a successful 25-year career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments. Prior to that, I spent 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager. The expertise that I acquired and developed at these firms helps me in my work with clients today! ➡️ I received a bachelor’s degree in finance from the University of Minnesota, and a master’s degree in advanced financial planning from Golden Gate University. ➡️ I hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations. Stu’s Personal Notes: ➡️ I live in Austin, TX, with my wonderful wife and two sons. ➡️ We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)! ➡️ We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean. ✅ If you are a professional, I can help you to maximize your equity, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me.

Michael Harris is a financial advisor at Emory Wealth LLC in Austin, TX, with nine years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones, Ironoak Wealth LLC, Vital Capital LLC, and EntreWealth, LLC. In addition to his advisory role, he also operates as an independent insurance agent. Emory Wealth LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary asset management and financial planning, constructing portfolios tailored to clients’ goals using fundamental, technical, charting, and cyclical analyses, and occasionally employing options and various investment strategies. The firm may recommend third-party investment managers and offers ERISA retirement plan services as a limited-scope 3(21) fiduciary.