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.

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.

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.

**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.

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.

Shawn Connolly is the principal at Connolly Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has operated Connolly Wealth Management since 2010 and concurrently leads Connolly Insurance Group, where he serves as president and insurance agent. He is also involved in trust reviews and insurance sales for CLA USA. Connolly Wealth Management is an independent, fee-based advisory firm providing discretionary portfolio management to individuals and pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offers limited-scope ERISA 3(21) fiduciary services, and regularly holds no-fee educational seminars.

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.

George Posada is a financial advisor at J.P. Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 designations with 42 years of industry experience. He previously worked at Mutual Securities, Inc. from 2016 to 2019. J.P. Wealth Management is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and institutional clients. The firm focuses on non-discretionary portfolio management using fundamental analysis to create custom asset allocations and investment policy statements, with strategies that may include covered-call writing, mutual funds, ETFs, and alternative investments.

Matthew Reading is a financial advisor with MTR Advisory Services, Inc. in Austin, TX, holding a Series 63 designation and 23 years of industry experience. He previously worked at Mtr Consulting, Inc. for 24 years before joining MTR Advisory Services in 2026. MTR Advisory Services is an independent investment adviser serving individual investors, including high-net-worth clients, with discretionary investment management and portfolio construction. The firm emphasizes tailored, diversified portfolios and regular account reviews, generally seeking discretionary trading authority while applying a written Code of Ethics and using publicly available research and third-party analysis.

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.

Shankar Meganatha is a financial advisor at Esquires Group LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Cisco Systems for three years before joining Esquires Group in 2017. In addition to his advisory role, he provides management consulting services focused on data analytics to support business growth. Esquires Group offers investment advisory and portfolio management services to a diverse client base, including private individuals, high-net-worth clients, trusts, foundations, endowments, and companies. The firm uses a structured approach based on risk profiles and portfolio strategies, employing fundamental and technical analysis across various asset classes.

Juhee Patel is an investment advisor at Virtue Wealth Management with three years of industry experience. Prior to founding Virtue Wealth Management, Patel worked at Edward Jones, Charles Schwab, and Laxmi Financial Services. Patel also maintains ownership in Sahaj Consulting Group, LLC, an outsourcing consulting firm. Virtue Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and quantitative analysis, modern portfolio theory, technical analysis, and fund/ETF due diligence, tailoring investment strategies to client objectives and typically seeking discretionary management authority.

Jeffrey Harshman is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Human Financial since 2008 in Austin, TX. Human Financial is a fee-only independent advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment advice with an emphasis on whole-client planning and a long-term, asset-class investment approach centered on passive index funds and ETFs.

Garrett Prom is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the sole advisor and owner of Prominent Financial Planning LLC, an independent firm he has operated since 2012. Prior to founding his firm, Garrett worked at Boston Scientific starting in 2011. Prominent Financial Planning LLC is a fee-only, solo advisory serving individual clients and families through comprehensive financial planning and portfolio management. The firm uses Modern Portfolio Theory to construct diversified portfolios primarily with low-cost index funds and ETFs, offering ongoing planning and discretionary supervision while focusing on transparent, fixed fees rather than asset-based charges.

Hyunjun Lee is a financial advisor at RootN Wealth Management, Inc. with a Series 65 credential and industry experience beginning in 2026. Prior to this role, Lee worked at Shinhan Investment Co. from 2012 to 2016. RootN Wealth Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative techniques, focusing primarily on equities with mutual funds, ETFs, and non-U.S. securities under a long-term trading strategy.

I am a CERTIFIED FINANCIAL PLANNER® with a passion for helping families and professionals maximize their finances and organize money to achieve the future they want. I am also personally committed to supporting financial literacy & education for women. Outside of work, I’m a mom to two amazing kids. I've realized how valuable it is to spend time wisely and I want to give my clients the same freedom and peace of mind. As such, I work with a select number of clients each year so that you truly get personalized advice and attention. It is my goal and commitment to help you feel less chaotic and more sure of your finances!

John Gillespie is a CFP® with 24 years of experience in the financial services industry. He is the principal of Wealth Management Services of Austin, LLC and has a background that includes roles at H.D. Vest Investment Securities, Inc. since 1998 and operating his own accounting practice, Gillespie Financial Services. He also serves as president of Equi Capital Group, an investment-related financial services business. Wealth Management Services of Austin, LLC provides discretionary portfolio management and hourly financial planning primarily to individual clients, as well as charitable organizations, pension and profit-sharing plans, and private businesses. The firm’s investment approach focuses on fundamental security analysis with a long-term orientation, conducting formal reviews at least quarterly.

Khadir Richie is a financial advisor at Richie Capital Group in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Richie Capital Group since 2015. Richie Capital Group serves foundations, endowments, pensions, family offices, trusts, business entities, and high-net-worth individuals, providing discretionary portfolio management through separately managed accounts and privately offered pooled investment vehicles. The firm manages a private long/short equity fund and offers proprietary strategies based on fundamental, bottom-up research to build concentrated equity portfolios designed for long-term capital appreciation.