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.

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

Erik Anderson is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He is the sole advisor at Atlasmark Financial, Inc., where he has worked since 2010. Prior to that, he was affiliated with Securities America, Inc. and has served as a consultant for Employee Incentive Plans, Inc. Anderson is also a non-practicing Certified Public Accountant and a member of the Serving Grace Foundation, a private charitable organization. Atlasmark Financial provides personalized asset and portfolio management services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach is based on fundamental analysis and tailored to each client’s risk profile, with a focus on diversified mutual fund and ETF allocations executed through an institutional custody platform.

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education. A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.

Susan Faykus is a financial advisor with Faykus Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior experience includes roles at Faykus Broughton, Integrated Financial, and New York Life. Outside of finance, she is involved in farming and ranching as a sole proprietor and serves as treasurer for a nonprofit apprenticeship program focused on training students in trades. Faykus Financial provides comprehensive financial planning and investment advisory services to individuals, small businesses, foundations, and retirement plans. The firm employs diversified asset-class allocation strategies, typically working with institutional third-party managers, and offers specialized services such as U.S. Treasury liquidity management and family-oriented legacy planning.

John Levee is a financial advisor with RIA Wealth Advisors, LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Arkadios Capital, RIA Advisors, and DFPG Investments, Inc. He is also an author of financial books. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm focuses on strategic asset allocation with a core of passive index and ETF funds, supplemented by selective active managers and global diversification to manage market risk.

Christopher Miller is a financial advisor at Elitegate Wealth, LLC with 22 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 18 years and Valic Financial Advisors for 2 years. Outside of his advisory role, Miller is involved in corporate business consulting focused on change management and project management through CJM Ashton, LLC, and holds a minority ownership in an automotive service business. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily for individuals and high-net-worth clients. The firm employs a long-term investment approach using model portfolios that include mutual funds, ETFs, individual equities, and bonds, and also operates as a licensed insurance agency with affiliated private equity opportunities.

Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 clients, using a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Scott Bussy is a financial advisor with Bearing Financial Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Bearing Financial Advisors since 2002 and previously spent three years at Calton & Associates, Inc. Outside of his advisory role, he is an insurance agent involved in managing general agency activities. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, family partnerships, trusts, and small-business retirement plans. The firm employs multiple factor-driven equity models and integrates both fundamental and technical analysis in its diversified investment approach.

Sreekanth Nagarajan is a financial advisor at AyurAsset LLC in Austin, TX, holding a Series 65 credential and beginning his industry experience in 2025. He previously worked at Affinity Answers Corporation for 20 years. He is also involved with Ayur Impact LLC. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a discretionary investment management approach focused on a single, defined strategy called “Global Hidden Compounders,” which targets undervalued small- and micro-cap companies for long-term, concentrated portfolios.

Marie Freemyer is a CFP® professional with 12 years of experience in the financial services industry. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of her advisory role, she manages several long-term and vacation residential rental properties in Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wrap asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs proprietary asset-allocation models and operates a wrap fee program, managing approximately $409 million in assets for about 667 clients.

Christopher Vasquez is a financial advisor with Lucien Stirling & Gray Advisory Group Inc in Austin, TX. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Vasquez has been with Lucien Stirling & Gray Advisory Group since 2014, including prior service at Lucien Stirling & Gray Financial Corporation. Lucien Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with an intermediate- to long-term buy-and-hold approach, offering clients discretionary options to maintain alignment with these models while focusing on minimizing mutual fund share class costs.

David Pizzi is a financial advisor at EliteGate Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining EliteGate, he worked at First Republic Bank and was involved with two private companies, Modern Remedy Homes LLC and Zipper Integrated Marketing LLC. EliteGate Wealth provides discretionary wealth management and financial planning services to individuals and high-net-worth clients, using model portfolios primarily composed of low-cost mutual funds, ETFs, individual equities, and bonds. The firm follows a fiduciary duty and a primarily long-term investment approach informed by fundamental and cyclical analysis.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Wehrle is a financial advisor at Davis & Wehrle, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Davis & Wehrle since 2006. In addition to advisory services, he is involved in insurance sales and service, including fixed insurance products and various life and health coverages. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a discretionary basis using both fundamental and technical analysis and offers a bundled wrap fee program, asset management with no account minimum, and retirement plan consulting including ERISA 3(21) fiduciary services.

Hasan Iqbal is a CFA® charterholder with one year of experience at Elitegate Wealth, LLC. Prior to joining Elitegate, he worked for 15 years at MCB Bank Limited. He also serves as a substitute teacher with the Pflugerville Independent School District. Elitegate Wealth, LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients, using model portfolios focused on low-cost mutual funds, ETFs, individual equities, and bonds. The firm operates as a fiduciary with a long-term investment approach informed by fundamental and cyclical analysis.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.