Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Sanjeev Kaushik is a financial advisor at Reap Asset Management LLC in Plano, TX, holding a Series 65 designation with five years of industry experience, including roles at MF&Co. Asset Management and RegCentric. He maintains an ongoing advisory role with an Australian firm. Reap Asset Management provides discretionary asset management and retirement plan consulting services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a combination of fundamental and technical analysis with varied investment strategies, including futures, options, and digital assets, and offers both retirement consulting and subscription-based market education products.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial. I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions. With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence. Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through: • How do I handle equity compensation and bonuses without getting crushed by taxes? • Am I taking advantage of the advanced planning opportunities available to me? • How do I balance enjoying life now with saving tax-efficiently for the future? Here’s what you can expect when we work together: • Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand. • Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey. • Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be. When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze. If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with one year of industry experience. He has worked at Vivid Wealth Management since 2023 and is also involved with Vivid Financial Group as an insurance agent. Vivid Wealth Management serves individual and high-net-worth clients by recommending and coordinating relationships with third-party money managers, focusing on selection, onboarding, and ongoing monitoring rather than direct asset management.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to founding CST Financial Advisory in 2022, he worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. for a combined total of over 20 years. CST Financial Advisory LLC serves individual and high-net-worth clients through ongoing portfolio management and access to third-party model portfolios and advisers. The firm employs multiple analytical methods across a range of strategies and integrates external model marketplaces and alternative investment options in its approach.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension plans, and endowments. The firm specializes in fixed income with a focus on municipal and infrastructure debt, using a range of credit quality and analytical approaches to construct tailored, actively managed portfolios.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.

Jason Edgerton is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is the sole advisor at Certified Financial Strategies Corporation, where he has worked since 2016. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm utilizes both strategic and tactical asset allocation with a mix of passive and active investment vehicles and offers discretionary and non-discretionary account management alongside comprehensive financial planning.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

John Adams is a Series 66 licensed financial advisor with 15 years of industry experience. He is the sole advisor at Adams Advisory Services, LLC, an independent registered investment adviser based in Irving, TX. Prior to founding his firm, Adams held positions at Merrill Lynch, Baker Tilly Wealth Management, and JPMorgan Securities and JPMorgan Chase Bank. Adams Advisory Services serves individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and other institutional clients. The firm offers portfolio management, comprehensive investment advisory services, and consulting, employing a variety of analytical approaches and investment vehicles to tailor portfolios.

James Clemensen is a CFP® professional with 14 years of industry experience, currently serving as CEO and CCO of BFI Wealth Solutions, LLC since 2021. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors and several Avantax entities. Outside of wealth management, he is also an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions provides discretionary and non-discretionary portfolio management and advisory services to individuals and businesses. The firm primarily invests clients in model portfolios of exchange-traded funds and mutual funds, tailoring allocations using fundamental analysis and Modern Portfolio Theory.

Eric Edwards is a financial advisor at SurePath Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bison Advisors and Truadvice, LLC. Edwards also owns Edwards Financial Strategies, where he is an insurance agent involved in the sale of insurance products. SurePath Wealth Management provides portfolio management and advisory services to individuals and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering discretionary and non-discretionary management through model portfolios and third-party TAMP relationships.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.