Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining his current firm, he worked at Morgan Stanley for one year. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation and representation, and recommendations for third-party money managers. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and typically operates with discretionary trading authority.

I’m a CFP® (fiduciary financial advisor) and CDFA® who helps busy professionals, pre‑retirees, and retirees simplify complex financial lives. My work focuses on tax‑savvy wealth management, including equity compensation strategies and retirement income planning, so clients can grow and use their wealth in ways that support the life they want to build. I pay close attention to how career decisions, benefits, and family responsibilities intersect, especially for clients balancing their own retirement goals with support for aging parents or children. Clients often come to me with multiple accounts, company stock, and big questions about “what’s next,” and we work together to create a clear plan, regular check‑ins, and a decision‑making framework that feels calm, collaborative, and easy to maintain. Maia Wealth is an an independent Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission (SEC).

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/

Paul Nixon is the sole advisor at Quillpen Advisors, LLC, an independent firm based in Bee Cave, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Quillpen Advisors in 2020, Nixon worked at NXP Semiconductors N.V. and has operated Nixon Technology Consulting since 2017. Quillpen Advisors manages approximately $17.5 million for a small client base, providing tailored discretionary and non-discretionary portfolio management, hourly financial planning, and model portfolio implementation. The firm serves both non-high-net-worth and high-net-worth clients and offers advice on a range of investments, including alternative investments and private placements.

Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® and Series 66 designations with 21 years of industry experience. He has led Compendium Wealth Advisors since 2016. Compendium Wealth Advisors provides financial planning, investment management, and coordination with other professional advisors for individuals, high-net-worth households, trusts, estates, and business clients. The firm focuses notably on business-owner needs, including business valuation, continuation and exit planning, and employs a research-driven investment approach emphasizing asset allocation and diversification through model portfolios from Dimensional Fund Advisors.

James McGrath is a CFP® professional with 21 years of industry experience, operating through Financial Strategies, Inc. in Dripping Springs, TX. He has been associated with Financial Strategies, Inc. and Financial Management Group, Inc. since 1984. In addition to advisory services, he provides tax planning and preparation at the same location as his advisory business. Financial Strategies, Inc. serves individuals, trusts, estates, charities, retirement plans, and businesses, managing approximately $19.4 million in client assets. The firm employs a Core+Satellite investment approach combining passive core holdings with selected active managers and individual securities, and offers financial planning alongside investment management.

Taylor Finch is a CFA® charterholder and the principal of Finch Capital Management LLC in Austin, TX, with four years of industry experience. He previously worked at Century Management for nine years and currently serves as a consultant and adjunct lecturer, educating students on large-cap investments. Finch Capital Management LLC is an independent SEC-registered adviser managing approximately $58.6 million in discretionary assets for individuals, high-net-worth clients, and other advisers. The firm employs both fundamental and technical analysis with a long-term investment approach and provides tailored portfolio management and regular client reporting.

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.

Keith Schnelle is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has been with Solutia Global, LLC since 2013 and also maintains a longstanding affiliation with Lloyd’s of London. His background includes sales and servicing of life, health, and disability insurance through various independent companies since 1980. Solutia Global is a single-advisor registered investment adviser that serves accredited and high-net-worth clients, including U.S. citizens abroad, foreign nationals with U.S. tax obligations, foundations, and closely held businesses. The firm focuses on comprehensive financial planning and consulting with an emphasis on international asset protection, estate planning, and introductions to institutional third-party investment managers.

Michael Conroy is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Argus Wealth Management in Austin, TX. He has been with Argus Wealth Management since 2013. Argus Wealth Management offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, charitable organizations, and business entities. The firm employs a globally diversified, long-term investment approach that incorporates core-and-satellite strategies and Modern Portfolio Theory, with an emphasis on tax-aware, low-cost solutions and the use of derivatives within separately managed accounts.

David Naworski is the sole advisor at Naworski Investments and holds a Series 65 designation with 12 years of industry experience. He has been working as an advisor since 2000. Naworski Investments provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts and pension/profit-sharing plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research and technical indicators, offering multiple defined portfolio strategies with a focus on narrowly specified stock counts and limited client customization.

Lily Ho is a CFP® professional with 24 years of experience in financial planning and advisory services. She is currently the sole advisor at JPL Wealth Management, an independent firm she has led since 2023. Prior to this, she worked at J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she is also involved as an independent insurance agent and a licensed real estate agent. JPL Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on customized investment policies and asset allocation with predominantly non-discretionary advisory relationships. The firm uses a combination of fundamental, technical, cyclical, and charting analysis, and occasionally employs sub-advisers through Schwab’s Managed Account programs.

Jeffrey Elliott is a CFP® professional with 12 years of experience in financial planning. He operates as the sole advisor at Jeff Elliott, CFP®, an independent firm. Prior to his advisory career, he worked for three years at SkyWest Airlines. Jeff Elliott, CFP® provides fee-only financial planning and discretionary investment management primarily to individual households, including clients with higher investable assets. The firm constructs customized portfolios emphasizing no-load mutual funds and ETFs, employing both fundamental and technical analysis with a focus on intermediate to long-term horizons.

Scott Malone is a financial advisor at Rincon Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including MIT Associates, Partnervest Advisory Services, and Wells Fargo Advisors. Outside of his advisory role, Malone is an owner and investor in a local restaurant bar, Test Pilot Cocktails, based in Santa Barbara, CA. Rincon Wealth Management serves individuals, including high-net-worth clients, retirement plan participants, and nonprofit/religious organizations with portfolio management and financial planning services. The firm employs a range of analytical methods to construct portfolios and sponsors special purpose vehicles (SPVs) that allow qualified clients to participate in private offerings.

James Karnes is a financial advisor with Texas Asset Management in Lakeway, TX, holding the PFS™ designation and 24 years of industry experience. He is also a CPA at the accounting firm Brodnax & Karnes, P.C., where he has worked since 2000. Karnes has been with Texas Asset Management and its predecessor firms since 1999. Texas Asset Management is an independent, single-adviser registered investment adviser serving individuals, high-net-worth clients, trusts, qualified retirement plans, and small businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified portfolios constructed mainly with institutional-class, passively managed mutual funds tailored to each client’s investment policy.

Mark Abraham is a financial advisor at II Technology, LLC in Austin, TX, with 11 years of industry experience. He holds a Series 65 designation and has worked at II Technology since 2015. Prior to that, he was involved with Abraham Trading Company for over two decades. II Technology serves individuals, registered investment advisors, institutional investors, and investment companies by providing systematic asset management, discretionary sub-advisory services for the ARMOR Core Risk-Managed ETF, and subscription-based data licensing. The firm employs a proprietary research methodology called Inductive Inference Technology™ to support its quantitative, rules-based strategies focused on systematic risk management and diversification.

Spencer Wright is a financial advisor at Halbert Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Halbert Wealth Management since 1999 and previously spent three years at Pensionmark Financial Group. Halbert Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, retirement plans, and certain institutional entities, while also supporting other investment advisers through strategy evaluation and referrals. The firm emphasizes active money management and risk management, offering both discretionary and non-discretionary programs, including a proprietary long/short strategy known as HWM Alpha Advantage.

Robert Requard is a financial advisor at Iron River Capital LLC with six years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Breckenridge Financial LLC, where he also serves as a licensed insurance agent. He is a board member of Trilogy Innovations, a non-investment-related business. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning. The firm typically provides discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, annuities, and Treasury-inflation-protected bonds, and offers personalized investment services including third-party manager oversight and a client e-newsletter.