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.

Robert Barley is a financial advisor with Amplio Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Amplio Wealth Management since 2004 and was previously with Advisor Resource Council from 2013 to 2020. Amplio Wealth Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers investment advice primarily in mutual funds, equities, fixed income, and Treasury inflation-protected securities, managing most assets on a non-discretionary basis.

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.

Keith Schnelle is a Certified Financial Planner® with 37 years of industry experience. He is the principal advisor at Solutia Global, LLC, an independent firm he has been with since 2013. His prior roles include positions at Lloyd's of London, Resource Consulting Group, Inc., and FSC Securities Corporation. Outside of advisory work, he has been involved in the sales and servicing of life, health, and disability insurance through various independent companies since 1980. Solutia Global, LLC provides comprehensive financial planning and consulting primarily to accredited investors, high-net-worth individuals, and entities with cross-border financial needs. The firm focuses on international asset protection, estate planning, and regulatory compliance while referring clients to institutional third-party portfolio managers rather than managing assets directly.

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 a financial advisor at Virtue Wealth Management in Pflugerville, TX, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Virtue Wealth Management, Patel worked at Edward Jones and Charles Schwab. Patel is also the owner of Sahaj Consulting Group, LLC, an outsourcing consulting business. Virtue Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm’s investment approach includes fundamental and quantitative analysis, modern portfolio theory, and technical analysis, employing model portfolios and discretionary management tailored to client objectives.

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 CFP® with 19 years of industry experience. He is the principal advisor at Capital Retirement Planning, LLC, where he has worked since 2007. Prior to that, he was affiliated with TLWM Financial starting in 2025. Capital Retirement Planning serves individual investors and participants in employer-sponsored retirement plans, providing fee-based portfolio management and investment consulting. The firm uses an active, technical-based approach focused on trend analysis, risk mitigation, and tailored allocations across various retirement and after-tax accounts.

Michael Conroy is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Argus Wealth Management in Austin, TX. He has been with Argus Wealth Management since 2013. Argus Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, charitable organizations, and business entities. The firm employs a globally diversified, long-term investment approach that incorporates core-and-satellite strategies and Modern Portfolio Theory, with an emphasis on tax-aware, low-cost solutions and the use of derivatives within separately managed accounts.

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.

Brady Lochte is a financial advisor at Axon Capital Management in Liberty Hill, Texas, holding a Series 65 license with one year of industry experience. Prior to founding Axon Capital Management, he worked at Applied Materials and held positions at Texas A&M University and Blinn College. Axon Capital Management is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory, offering both passive and active fund selections with a focus on long-term holdings and discretionary management.

David Naworski is the sole advisor at Naworski Investments and holds a Series 65 designation with 12 years of industry experience. He has been working as an advisor since 2000. Naworski Investments provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts and pension/profit-sharing plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research and technical indicators, offering multiple defined portfolio strategies with a focus on narrowly specified stock counts and limited client customization.

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.