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).

Michel Klus is a financial advisor at Synergos Capital Management with a Series 65 credential and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and the Texas Permanent School Fund. Synergos Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, using a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm employs long-term trading alongside options strategies and maintains a focused, derivative-oriented approach supported by custodial platforms that facilitate margin and derivatives execution.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

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.

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

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.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

Alan Deetjen is the sole advisor at Summa Wealth Management, an independent registered investment adviser based in Blanco, Texas. He holds the ChFC® designation and Series 63 license, with 14 years of experience in financial advisory services. In addition to his work in wealth management since 2014, Deetjen maintains a law practice dating back to 1980 and oversees affiliated businesses involved in insurance sales and due diligence consulting. Summa Wealth Management serves individuals, high-net-worth clients, trusts, estates, and institutional clients by providing financial planning, consulting, and advisory services that begin with a required financial plan. The firm offers non-discretionary advice and primarily acts as a solicitor to third-party registered investment advisers, utilizing multi-strategy investment models and a process guided by investment policy statements.

Erik Drewry is a financial advisor at Hackett Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and Lodestar International LLC. Outside of advising, he is involved with Neutron & Carbon Technologies, an R&D technology incubator, and owns 8fold Ventures LLC, a private placements business. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation framework focused on global diversification, low cost, and tax efficiency, managing discretionary portfolios that include ETFs, structured banknotes, and reverse convertibles, alongside separately compensated tax preparation services.

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.

Scott Hackett is a CFP® with 20 years of industry experience. He is the founder of Hackett Financial Group, LLC, where he has worked since 2006 following a brief tenure at Equitable Advisors. Outside of his advisory role, he works as an independent insurance agent. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages discretionary portfolios using a diversified, asset-allocation approach focused on risk tolerance, employing ETFs, structured products, and fundamental, technical, and cyclical analysis.

Brian Anderson is a financial advisor at Point Nemo Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at firms including Galapagos Partners, LLC and Ocelot Capital Management, LLC. He is also the General Partner of OGOF LTLLC, overseeing the winding down of a fund affiliated with a prior single-family office. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts, offering strategies that include a diversified global ETF allocation and a core equity growth and income approach using a proprietary stock-ranking system with options overlay. The firm emphasizes continuous monitoring, risk management, and operates with full discretionary trading authority.

Susan Curran is a CFP® with 13 years of industry experience and is the managing member of Curran Financial Partners, LLC, where she has worked since 2015. She also operates Susan Curran Financial, providing tax preparation and accounting services. Outside of her financial advisory work, she serves as chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct long-term, strategic asset allocations, primarily using mutual funds and ETFs, with ongoing portfolio monitoring and client communication.

Wael Salam is a financial advisor at Point Nemo Capital, LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Spectrum Capital Partners and Galapagos Partners, L.P. Point Nemo Capital provides discretionary portfolio management to both high-net-worth and non-HNW clients through separately managed accounts and offers access to financial-planning software along with monthly reports. The firm employs two main strategies involving diversified ETF allocation and concentrated equity growth with options overlays, emphasizing continuous monitoring and risk management.

Danial Verhaalen is a financial advisor with Hackett Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Charles Schwab & Co., Inc., and Waddell & Reed. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation approach focused on risk tolerance and capacity, utilizing global diversification, low costs, tax efficiency, and a mix of ETFs, structured products, and fundamental, technical, and cyclical analysis.

Stephen Curran is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Curran Financial Partners since 2015. Outside of advising, he serves as Vice President of Susan Curran Financial, a tax preparation and accounting firm, and volunteers as a board member for Dripping Springs Columbus Charities and as a registered agent for Helping Hands Sierra Leone. He also provides standby emergency medical services as a Fireline EMTB on federal wildland fires. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct strategic asset allocations, primarily using mutual funds and ETFs with a long-term focus, and provides ongoing portfolio reviews and client communications.

Natalie Picha is a financial advisor at RHP Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. Outside of her advisory role, she is a 60% owner of Darrell Picha Creative, a branding and creative consulting business, and volunteers as a financial education instructor for Women’s Wealth Now. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, and businesses, offering wealth management services with a focus on diversified, tax-aware asset allocation and behavioral considerations.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for SouthWest Airlines for 11 years and served in the Hawaii Air National Guard for 10 years. Discipline Wealth Solutions, Inc. provides investment advisory services to individuals, corporations, retirement plans, and other registered advisors. The firm offers tailored portfolios through various strategies, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting.

Robert Emrich III is a financial advisor with Castleview Partners, LLC and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at Lake Point Wealth Management, Acruence Capital, Manning & Napier, AllianceBernstein, and Lord, Abbett. He is the founder and managing partner of Acruence Capital, LLC, an SEC-registered investment advisory firm where he also serves as an outsourced Chief Investment Officer and portfolio manager. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management and access to third-party money managers, utilizing a mix of internally managed models, TPMM strategies, and direct holdings tailored to client goals and risk tolerance.