Scott Wallace is a CFP® professional with 11 years of experience in financial advising. He has worked at Thrifty Scotty Financial, LLC since 2018 and previously spent two years at Ameriprise Financial Services Inc. Although licensed to sell life and health insurance, he is not currently affiliated with any insurance organizations and does not offer insurance products to clients. Thrifty Scotty Financial, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction primarily on a non-discretionary basis, using index mutual funds and ETFs, and employs a flat-fee advisory model with project-based or hourly planning arrangements.

Samuel Yamthe is the founder and sole advisor at ISF Advisory, LLC, holding a Series 65 designation with four years of industry experience. Prior to establishing ISF Advisory in 2021, he founded and has served as president of Applied Network Security since 2003, a security consulting and engineering firm. He is also president of AFTV Five, a nonprofit organization providing video production and training services to other nonprofits and small businesses. ISF Advisory offers investment advisory and market-research services to institutional and business clients, emphasizing research-driven, customized investment strategies and flexible consulting arrangements. The firm integrates traditional investment management with insurance and educational services, focusing on market entry and business development.

Javier Cervantes Buch is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at Third Wave Capital LLC, where he has worked since 2024. Prior to this, he held roles at Duke and BCP Securities. Third Wave Capital LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporations, and other qualified entities. The firm employs a range of strategies including charting, fundamental, quantitative, and technical analysis across diverse asset classes, and offers performance-based fee arrangements and services tailored to corporate and institutional clients.

William Lo Bue is the sole advisor at Leftskewed Investment Management, LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and founded BCard LLC, a digital business card startup, which he continues to manage. Leftskewed Investment Management offers discretionary portfolio management to qualified U.S. and non-U.S. clients, employing a variety of analytic methods and trading strategies across multiple asset classes. The firm operates on a performance-based fee model and utilizes complex instruments and frequent trading strategies.

Dah Chin Chi is a financial advisor at TNT Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Celerity Advisors, LLC, VOYA Financial Advisors, and CHI Financial Group. He is also an independent insurance agent specializing in fixed insurance products. TNT Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities. The firm uses SEI’s Managed Accounts Program and a combination of fundamental, technical, and charting analyses to manage client portfolios.

Jason Traff is a CFA® charterholder with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing and holds a corporate position related to that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation strategy based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with flexibility for short-term strategies.

Rebecca Incledon is a CFP® and Series 65 professional with two years of industry experience. She currently works at Her Personal Finance and previously held roles at Cultivating Wealth, Hemington Wealth Management, and the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, focusing on high-earning professionals and executive households. The firm emphasizes comprehensive planning without managing client assets or charging fees based on assets under management, offering flexible engagement options including hourly and subscription fees.

Steven Price is a Series 65 licensed advisor with Avondale Wealth Management LLC, where he has worked for 10 years. He is also an insurance agent involved in sales and service of general lines. Avondale Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as select business and nonprofit relationships. The firm uses a dynamic, top-down multi-asset allocation strategy implemented through model portfolios and typically manages accounts on a discretionary basis.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in Austin, TX, holding a Series 65 designation with 11 years of industry experience. He has been with KM Capital Management since 2014. KM Capital Management serves a small base of primarily high-net-worth individual clients through discretionary and non-discretionary portfolio management, sub-advisory services to a private pooled investment vehicle, and offers additional administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient exposures and leverages third-party sub-advisers and technology to support tax-aware portfolio management, with a notable role in private markets including private fund investments and direct private placements.

John Koshy is a financial advisor with Symphony Retirement Partners LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Symphony Retirement Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and non-discretionary accounts.

Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in client accounts.

Chad Evans is a financial advisor with Altere Financial, LLC, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Altere Financial since 2024 and previously held roles at Cetera and as owner and president of Evans Sternau CPA, LLC, a CPA firm providing accounting and tax services. Altere Financial is a registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and wealth management services. The firm customizes investment strategies and offers access to LPL-sponsored programs and third-party managers, managing a mix of discretionary and non-discretionary client assets.

Mark Ward is a CFP® and ChFC® with 25 years of industry experience, currently serving at Lucien, Stirling & Gray Advisory Group Inc since 2002. He previously worked at Lucien, Stirling & Gray Financial Corporation from 1999 to 2017. Outside of his advisory role, he is the owner and president of A-WARD ASSETS, LLC, a business involved in managing residential real estate properties. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a buy-and-hold strategy and manages approximately $130.9 million in client assets.

Jared McBride is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with GoalFusion Wealth Management and has prior experience at Ameriprise Financial Services. In addition to his advisory work, McBride owns and operates GoalFusion Tax Consulting LLC, providing tax planning and preparation services. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management and financial planning. The firm manages approximately $199 million and employs a blend of fundamental, quantitative, and technical analysis to create tailored investment portfolios.

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

Erik Anderson is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He is the sole advisor at Atlasmark Financial, Inc., where he has worked since 2010. Prior to that, he was affiliated with Securities America, Inc. and has served as a consultant for Employee Incentive Plans, Inc. Anderson is also a non-practicing Certified Public Accountant and a member of the Serving Grace Foundation, a private charitable organization. Atlasmark Financial provides personalized asset and portfolio management services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach is based on fundamental analysis and tailored to each client’s risk profile, with a focus on diversified mutual fund and ETF allocations executed through an institutional custody platform.

Jonathan Levy is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Brown Advisory for eight years before joining Outrunner Capital, LLC, where he has been since 2024. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities with financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis across a range of securities and manages special purpose pooled vehicles and private fund investments as part of its advisory services.

Adam Reinking is a CFP® and CFA® with 16 years of industry experience, currently serving as an advisor at Redbud Advisors since 2019. His prior experience includes roles at AdvicePeriod, LLC and Risk Paradigm Group Holdings, LLC. Outside of advisory work, he is involved in real estate development as a principal of Redbud Development Group LLC and holds a real estate broker license. Redbud Advisors is a team-based registered investment adviser managing approximately $368 million for individual and high-net-worth clients. The firm employs a planning-first investment approach emphasizing low-cost, passive index exposures, tax efficiency, and proactive asset location, while integrating real estate activities through related brokerage and private real estate investments.

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education. A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.