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 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.

Wyatt Guggisberg is a CFP® professional with 11 years of experience in financial advising. He is the principal of Gratus Wealth Strategies LLC in Austin, Texas, and has previously worked at firms including Merrill Lynch, State Street Advisors, and LPL Financial. Outside of his advisory role, he manages WGMS Investments, LLC, which holds private equity interests. Gratus Wealth Strategies LLC provides wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach, using a mix of passive and active strategies across various asset classes, and may include alternative investments such as private equity.

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.

Yogesh Modak is a financial advisor at Semper Sursum Investments LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to founding Semper Sursum, he spent 11 years at Clearbridge Investments. Semper Sursum Investments LLC offers discretionary investment management primarily through separately managed accounts, using a fundamental, bottom-up process with multi-year horizons and scenario analysis. The firm serves clients globally with varied strategies, including equities, fixed income, derivatives, and specialized exposures such as Bitcoin ETFs and distressed securities, and provides no-cost educational seminars for clients and prospects.

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.

Matthew Reading is a financial advisor with MTR Advisory Services, Inc. in Austin, TX, holding a Series 63 designation and 23 years of industry experience. He previously worked at Mtr Consulting, Inc. for 24 years before joining MTR Advisory Services in 2026. MTR Advisory Services is an independent investment adviser serving individual investors, including high-net-worth clients, with discretionary investment management and portfolio construction. The firm emphasizes tailored, diversified portfolios and regular account reviews, generally seeking discretionary trading authority while applying a written Code of Ethics and using publicly available research and third-party analysis.

William Hawes is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Candor Asset Advisors, LLC since 2016. The firm manages approximately $15.8 million for around 36 clients, offering asset management, financial planning, and consulting services for both taxable and retirement accounts. Candor employs a fundamental, bottom-up approach with model portfolios that include equity, ETFs, REITs, and limited option strategies. The firm also serves corporate pension and profit-sharing plans and supports held-away employer accounts through a third-party platform, which is less common for firms of its size.

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.

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.

Erik Drewry is a Series 66-licensed financial advisor with Hackett Financial Group, LLC and has five years of industry experience. Prior to joining Hackett Financial Group, he worked at Trio Advisors Longview LLC and Ameriprise. Outside of his advisory role, Drewry is involved in entrepreneurial and investment-related activities including serving as owner and president of 8fold Ventures LLC and membership in the R&D technology incubator Neutron & Carbon Technologies. Hackett Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines an asset-allocation framework using low-cost ETFs and structured banknotes with fundamental, technical, and cyclical analysis, and offers separate tax preparation services.

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.

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.

Jennifer Failla is a CFP® professional with 19 years of industry experience. She has been with Strada Wealth Management, LLC in Austin, TX since 2008. Strada Wealth Management serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a variety of investment strategies, combining charting, fundamental, and technical analysis, and emphasizes client education and flexible fee arrangements.

Sharon Lear is a CFP® and holds a Series 65 license with 13 years of experience in the financial industry. She has been with Guideway Financial, LLC since 2013. She also provides advice on various insurance products, although she does not sell insurance. Guideway Financial is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach using diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

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.

Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.

Scott Hackett is a CFP® with 20 years of experience in financial advising and has been with Hackett Financial Group, LLC since 2006. He is also an independent insurance agent, dedicating a portion of his professional time to insurance sales. Hackett Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and banking institutions. The firm’s investment approach uses an asset-allocation framework across equities, fixed income, and alternatives, employing low-cost ETFs and structured banknotes, alongside a combination of fundamental, technical, and cyclical analysis.