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.

Karen Collins is a CFP® and Series 63 licensed financial advisor with two years at Three-Sixty Wealth Management, LLC and prior experience at Fidelity Investments and the U.S. Treasury Department. She is the managing member of Three-Sixty Wealth Management and serves as a director of two nonprofit foundations focused on animal welfare and scholastic achievement. Three-Sixty Wealth Management is an independent registered investment adviser offering investment management, portfolio design, and financial planning services. The firm serves individuals, trusts, charitable organizations, and corporate entities using a multi-disciplinary investment approach that incorporates quantitative and qualitative analysis, asset allocation, and ongoing portfolio monitoring.

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.

Masroor Adnan is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Financial Aurora, LLC since 2015. He has also been affiliated with IDS Life Insurance Company since 2001. Outside of his advisory work, he owns a small internet media business. Financial Aurora, LLC primarily serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by offering financial planning, investment management, and insurance services. The firm manages approximately $110 million on a discretionary basis, typically using mutual funds and ETFs, and provides ongoing portfolio supervision through a wrap-fee program.

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.

Michael Knipstein is a financial advisor at OnPoint Financial Advice, LLC with one year of industry experience. Prior to entering the financial advisory field, he worked with Williamson County EMS in Texas for nine years. OnPoint Financial Advice, LLC provides comprehensive financial planning and consulting services to individual clients. The firm uses fundamental analysis and modern portfolio theory to develop long-term investment strategies but does not manage client assets, instead offering advice on a project or hourly basis without ongoing account management.

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.

Helping Widowed Women Find Financial Peace _____ My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain… I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies. Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family. Why I Share This With You _____ This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother. It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.

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.

Noah Remmert is a financial advisor at Fieldstone Advisory LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Erben Associates and M. Holding Securities Inc. Before his advisory career, he was involved with Varsity Theatre. Fieldstone Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm tailors investment programs to client objectives and risk tolerance, employs fundamental and macroeconomic analysis, and conducts quarterly account reviews.

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.

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.

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.

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.

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.