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.

Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

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.

Mark Scott is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is the sole advisor at Trinvest Advisors, LLC, an independent firm he has worked with since 2015. In addition to his advisory role, Scott serves as a business development consultant for a Caribbean-based financial services firm. Trinvest Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm serves both U.S. and non-U.S. clients, employing a range of investment strategies that include fundamental and technical analysis, long- and short-term trading, and allocations to various asset classes such as mutual funds, ETFs, hedge funds, and private equity.

"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/

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

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.

Abhay Srivastava is a CFA charterholder with seven years of industry experience. He is the principal of AS Investment Partners LLC, an independent advisory firm he founded in 2024. His prior experience includes roles at Hutchinson Capital Management, Finchwood Capital Partners, University of California Berkeley, and Ewing Morris & Co. Investment Partners. AS Investment Partners LLC provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, employing a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value. The firm offers customized portfolio management across various securities and uses performance-based fee arrangements for qualified clients.

George Offutt is principal of GQO Investment Advisors, Inc., an independent firm, and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of experience in the financial industry with a background that includes founding and leading multiple family partnerships and a private 501(c)(3) foundation. Offutt also provides trust and trustee services and operates a CPA practice focusing on tax compliance and reporting. GQO Investment Advisors offers discretionary investment management and financial consultation to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tailored investment process with a preference for globally diversified portfolios and combines long-term and more active strategies, conducting regular account reviews to align with client goals.

Sanjeev Subnani is a financial advisor with Subnani Investment Research, LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Oneamerica Securities and Sagepoint Financial, Inc., as well as work in carpentry. Subnani serves as the sole advisor at his independent firm based in Leander, TX. Subnani Investment Research, LLC offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis with strategies like core-and-satellite, value, and contrarian investing, and provides pension consulting and educational workshops as part of its client services.

Tyson Slesnick is a financial advisor at Unitas Partners LLC in Austin, TX, with four years of industry experience. He holds a Series 65 designation and has previously worked at Morones Analytics, Charles Schwab, Novus Partners, and Dimensional Fund Advisors. Outside of advisory work, he is involved in tax preparation. Unitas Partners is an independent firm with a sole advisor, focusing on personalized financial services.

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® 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.

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.

Thomas Meyer is the sole advisor at Thomas Meyer Investments in Leander, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at Turner Capital Investments and self-employment, and he publishes a free weekly trend-following investment newsletter on Substack. Thomas Meyer Investments provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing on individualized investment policy statements and discretionary management. The firm employs a combination of technical analysis and algorithmic trading strategies, typically emphasizing equities with diversification through mutual funds and fixed income.

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.

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.

Peter Mitchell is a financial advisor at Tax Pro Advisor with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer Investment Corporation and Tax Pro Advisor LLC since 2010. In addition to his advisory role, Mitchell is the owner and accountant of Tax Pro Advisor’s affiliated tax accounting business, where he provides tax preparation and consulting services as an enrolled agent. Tax Pro Advisor LLC offers asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm uses a tailored investment approach combining fundamental, financial, and technical analysis, and integrates an affiliated tax practice alongside its advisory services.