Kelly Klingaman is a CFP® professional with 15 years of industry experience. She founded Kelly Klingaman Financial Planning LLC in 2022 after previously working at DFA Securities LLC and Dimensional Fund Advisors. The firm serves individuals and families, offering comprehensive financial planning and discretionary investment management. Kelly Klingaman Financial Planning LLC utilizes an academically informed, passive, index-oriented investment approach with firm model portfolios and implements ongoing planning engagements under a subscription-style advisory model.

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 a financial advisor with Holdfast Wealth Management, LLC in Austin, TX, holding the Series 66 and Accredited Asset Management Specialist (AAMS) designations and bringing 19 years of industry experience. He has also maintained a law practice since 2013, which he occasionally uses to refer clients to his advisory firm without receiving compensation for referrals. Prior to founding Holdfast Wealth Management, he held roles at Legacy Portfolio Advisors, Raymond James & Associates, Morgan Keegan & Company, and other firms. Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, and also acts as a co-advisor to other managers. The firm focuses on customized asset allocation aligned with client goals and risk tolerance, employs fundamental analysis for security selection, and offers specialized services including retirement plan support and charitable planning.

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.

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.

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.

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.

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.

**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.

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.

Steven Guzman is the president and sole advisor at Guzman Wealth Management in Austin, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in financial services, insurance, and mortgage lending since 2010. In addition to his advisory role, he owns an experimental software development company, Nimbul, LLC. Guzman Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, financial planning, retirement plan consulting, and tax preparation services. The firm’s investment approach combines fundamental and technical analysis with Modern Portfolio Theory, managing accounts primarily on a non-discretionary basis.

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.

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.