Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.

Financial planning is personal because life is personal. Whether you're building a business, preparing for retirement, navigating a career transition, or thinking about the legacy you'll leave, every important decision has financial implications. For more than two decades, I've helped business owners, executives, and successful families make those decisions with confidence through thoughtful planning, objective advice, and long-term relationships. I founded Vonera Wealth because I believe financial advice should be personal, objective, and built around relationships. As an independent advisor, and someone who has built businesses myself, I understand that financial decisions are rarely just about the numbers. They're about balancing opportunity with risk, taking care of the people who matter most, and creating more choices for the future. When we work together, you can expect straightforward conversations, practical guidance, and someone who takes the time to understand what matters to you before offering advice. Outside the office, I'm a husband, dad, entrepreneur, proud SMU graduate, and occasional golfer. I believe money isn't the goal, it's a tool that creates opportunities, provides peace of mind, and gives you the freedom to focus on what matters most.

Christian Salazar is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2026. His professional journey also includes experience as a Client Service Advocate at Ethos Financial Partners from 2021 to 2023, a Branch Manager Trainee II at One Main Financial between 2019 and 2021, and as an Agency Producer at Farmers Insurance from 2018 to 2019. In his role, Christian focuses on assisting clients and their families in growing their assets, protecting their wealth, making informed investment decisions, and streamlining their financial lives. He emphasizes the importance of creating financial plans tailored to each client's unique circumstances and values, supporting them in working toward their life goals. Outside of his professional responsibilities, Christian has interests in board games, fitness, food, parenthood, pets, and swimming.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.

John Lindquist is a financial advisor with World Equity Group, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms including Northview Advisors LLC and Quint Capital Corporation, and maintains an administrative and supervisory role with NorthView Capital Partners. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs combining discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and also holds roles at Kestra Investment Services, LLC and Washington Wealth Management, LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in assets across 208 advisors as of the end of 2025. The firm offers a broad range of investment products and specialized services, with a focus on advisor-managed accounts and operational support through its institutional affiliations.

David Carlock is a CFP® professional with 20 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. He previously worked for 15 years at Raymond James & Associates before joining Kestra in 2020. Outside of his advisory work, Carlock is involved in volunteer activities and manages a business entity, D Squared Tres LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and services, including discretionary and non-discretionary accounts, third-party manager platforms, and specialized offerings, while maintaining institutional and operational support features such as an affiliated trust company.

David Tovey is a CFP® with 19 years of industry experience. He has been with Kestra Private Wealth Services, LLC since 2022 and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is the owner of Blue Shamrock, Inc., a pass-through entity, and serves as a board member for Russo Operational Consulting Group. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining Kestra in 2024, he worked at Bank of America and Merrill, accumulating extensive experience in financial services. He is also involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning, and is an owner/member of W.K.T.B. LLC, which supports his advisory activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and specialized offerings while overseeing advisor recommendations within an approved product menu.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.

Arpit Sharma is a Series 65 licensed financial advisor with four years of industry experience. He is currently affiliated with Transce3nd LLC, Madison Avenue Securities, and e3 Wealth, serving in roles related to investment advisory and cash flow analysis. Outside of advisory work, he is also an insurance agent focusing on life and health insurance. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base that includes individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, implementing investment strategies through third-party models and managers with an emphasis on strategic asset allocation and risk profiling.

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 license and 17 years of industry experience. She has worked at several firms including Lion Street Financial and Integrated Wealth Strategies. In addition to her advisory role, she is also an attorney providing legal services and is involved in equine insurance as an agent. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm primarily offers discretionary portfolio management using a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs while providing access to alternative investments and annuity platforms.

Frank Smith IV is a CFP® professional with 18 years of experience in financial advisory services. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, following seven years at National Securities Corp. Outside of his advisory role, he serves as treasurer for the Lost Creek Neighborhood Association in Austin, TX. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.

Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Michael Digaetano is a financial advisor with Secure Asset Management, L.L.C. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Aurora Securities Inc, Independent Financial Group, Cetera, Fortitude Advisory Group, and J P Turner & Company Capital Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Charles Shepherd is a financial advisor with Truist Advisory Services in Austin, TX. He holds the CFP® and CFA® designations and has eight years of industry experience. Prior to joining Truist, he spent 12 years with Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies and emphasizes inter-affiliate integration, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Wyatt Sharpe is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Kestra Investment Services, LLC in 2023, he worked at Texas Christian University and Olathe Public Schools. He assists the lead advisor at Decidedly Wealth Management with financial advising and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Harmon is a CFP® with 13 years of industry experience, currently serving with Kestra Advisory since 2026. He previously worked at Commonwealth Financial Network and The Potter Financial Group. Harmon is also involved with Brotman Financial Group, where he provides holistic financial planning and investment management services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors and pooled employer plan solutions.