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.

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

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.

Romy Pickron is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Asset Achievers in Austin, TX. Prior to founding Asset Achievers in 2022, Romy worked at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2021. Romy is also co-owner and co-founder of Reducify LLC, an organization focused on personal finance education and helping borrowers accelerate student loan repayment. Asset Achievers provides comprehensive financial planning combined with discretionary investment management services, tailored to individual client circumstances. The firm serves individuals, small businesses, and educational institutions, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and incorporating educational courses and coaching.

Theodore Barac is the principal and sole advisor at Barac Capital Management, LLC in Austin, TX, with 13 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2012. Outside of advisory work, Mr. Barac contributes articles to the financial research platform Seeking Alpha and teaches classes for Moody’s Analytics on a contract basis. Barac Capital Management provides discretionary portfolio management through separately managed accounts, serving accredited investors, family offices, trusts, and institutional clients. The firm employs a research-driven, long-term value investing approach that integrates fundamental and technical analysis to identify securities trading below intrinsic value and selectively targets options with event-driven upside.

Mustafa Ismail is the principal of Ismail, Mustafa, an investment management firm based in Cedar Park, TX. He holds a Series 65 designation and has industry experience beginning in 2024. Prior to founding his firm, he worked for nine years at Intel Corporation in technology roles including cloud architect and software engineer. Ismail, Mustafa provides fee-only financial planning services to individuals and high-net-worth clients, focusing on tailored recommendations in investing, asset allocation, retirement rollovers, insurance, and taxes. The firm emphasizes long-term diversified strategies and detailed risk disclosures, operating on an hourly billing basis without accepting custody or discretionary authority over client accounts.

Mark Ruzicka is the sole advisor at Righteous Financial, LLC in Austin, TX, with 11 years of industry experience. He previously worked at Centric Advisors, LLC and Majors & Mondragon, LLC before founding Righteous Advising LLC in 2019. Ruzicka holds Series 63 and Series 65 licenses and is also a licensed insurance agent, occasionally offering commissionable insurance products to clients. Righteous Financial, LLC manages approximately $4.54 million for a small client base, providing discretionary and non-discretionary asset management, financial planning, supervisory services for third-party money managers, and retirement plan management. The firm employs a variety of analytical approaches and invests across multiple asset classes, serving individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners.

Devang Patel is a financial advisor at Rewbix with a Series 65 credential and two years of industry experience. He has been associated with DJP MD PLLC since 2013. Outside of his advisory role, he serves as a director at Rewbix Real Estate Investments LLC, where he oversees property management issues. Rewbix AI Investments LLC is an independent, internet-based advisory firm that provides AI-driven portfolio management and related services to individual, retail, qualified, and accredited investors. The firm uses machine-learning algorithms to generate buy and sell recommendations and operates on a non-discretionary basis, with plans to introduce discretionary trade execution and token-based fees.

Brandon Hinneberg is a CFP® and ChFC® with six years of industry experience. He currently operates as the sole advisor at Off-Trail Works LLC, an independent firm based in Austin, TX. Prior to founding Off-Trail Works, he spent several years with Northwestern Mutual in various investment and wealth management roles. Outside of financial advising, he was involved with Your Vision Video Productions LLC from 2018 to 2021. Off-Trail Works LLC provides comprehensive financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, and related entities. The firm emphasizes a planning-first approach, integrating detailed financial projections and tax-efficient investment strategies, and manages approximately $9 million in assets across about 21 households.

Donald Rudy III is a financial advisor with Lakeline Financial in Cedar Park, TX, holding a Series 65 designation and two years of industry experience. Prior to founding Lakeline Financial, he spent over a decade at Blizzard Entertainment and two years at Momentum Private Wealth Management. Lakeline Financial provides investment management and comprehensive financial planning for individual and high-net-worth clients, offering a range of services including ongoing planning and limited-scope hourly engagements. The firm employs both passive and active strategies grounded in modern portfolio theory and focuses on traditional asset classes while excluding Alternative Investments and Cryptocurrency.

"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.

I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for the past 10 years. In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing into their careers and wealth. In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together with our three children, we enjoy walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection. I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009.

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.

Jonathan Ng is the sole advisor at JPN Advisors LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. His career includes roles at Apple Inc. as a data scientist since 2019, and previous positions at Bridgefront Capital LLC and Worldquant LLC. He is also the co-founder of BonjourJournal LLC, a social network and travel app. JPN Advisors LLC provides discretionary investment management primarily to pooled vehicles and qualified institutional clients, as well as advisory services to high-net-worth individuals. The firm employs a hybrid investment approach combining fundamental and quantitative analysis, using machine-learning models to identify momentum and mean-reversion signals in a long-short, market-neutral strategy.

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.

Max Mueller is a financial advisor at Mueller Wealth Advisors in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. Outside of advising, he manages Scytale Consulting LLC, a business consulting firm, and Deling City, LLC, which focuses on business technology software. Mueller Wealth Advisors serves individuals, high-net-worth clients, and closely held businesses, providing asset management and financial planning with an emphasis on strategic asset allocation and coordinated business succession planning.