I was 13 years old when I started investing. My grandfather taught me. Instead of fishing or watching baseball during summers together, he walked me through options trading (not the safest way to invest lol). Buying and selling puts, running iron condors and writing covered calls. Most kids my age were at camps or on the swim team. I was learning about risk, free cash flow, and what it means to actually own a piece of a business. I was obsessed. I kept investing through college, eventually realizing there was a whole world beyond picking stocks. Tax planning. Estate planning. Cash flow. The full picture of what it takes to build wealth and protect a family. I joined a firm out of school. Then another. I learned a lot, but kept running into the same wall: I didn't have the freedom to invest the way I believed clients deserved. In 2021, I started Baskets Capital, my own independent RIA. I wanted full control over how we serve clients. Not 10 mutual funds and calling it a day. Not telling an 85 year old "let's just see what the market does." I wanted custom portfolios of individual stocks, actively managed, tailored to each client. Then in early 2024, life hit me hard. I was diagnosed with a fatal brain tumor. Three months of scans and specialists led to brain surgery in May 2024. A week in the hospital, time in the Neural ICU, and a long recovery that stretched through the year. I could not have made it through without God protecting me the whole way, without Courtney by my side, and without having built my own firm years prior. Full control over my schedule is what let me focus on healing. In 2025, the best thing that has ever happened. We welcomed our daughter, Parker, into the world. She reshaped how I think about my work and why it matters. At Baskets Capital, we help families and business owners navigate tax planning, estate planning, charitable giving, and investments so they can focus on what matters most - family time. We coordinate every piece: proactive tax planning, smart giving strategies like donating appreciated stock and using donor-advised funds, and custom portfolios of individual stocks. Every dollar gets put to work with intention. If you think you're safe because nothing has gone wrong yet, and you haven't built a plan for what happens when life throws something unexpected at you, we should probably talk. Life has a thousand things it can throw. One of the best things you can do is prepare, build a plan, and walk through it with experts beside you.

I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Kirti Bhanushali is the sole advisor at Dversify Advisors LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Dversify Advisors, Kirti was employed at Oracle Corp for 18 years. Kirti is also involved with Dversify AI LLC, a technology affiliate related to the advisory platform. Dversify Advisors provides automated, non-discretionary investment advice and financial planning services to individual clients through an interactive digital platform. The firm focuses on delivering analyses such as retirement-income planning, Social Security strategy, and tax-related modeling without managing client assets or executing trades.

Brandon Perry is a CFP® and ChFC® with 22 years of industry experience. He is the principal of Perry Investment Management, LLC, an independent firm he has led since 2009 in Round Rock, TX. Perry Investment Management is a fee-only registered investment adviser managing approximately $27 million in discretionary assets. The firm serves individuals, nonprofits, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments, using an IPS-driven approach focused on risk control and loss limitation through diversified portfolios comprising stocks, mutual funds, ETFs, and bonds.

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Richard Betts is a financial advisor at Barton Creek Advisors, LLC in Round Rock, TX, with 21 years of industry experience. He holds a Series 63 designation and has been with Barton Creek Advisors since 2004. Outside of his advisory role, he is the founding principal of R. Mark Betts Financial, where he provides education and foundational insurance products, including life insurance and fixed annuities. Barton Creek Advisors offers investment advisory and financial planning services to individuals, trusts, and estates, focusing on customized portfolio construction and financial plans. The firm assists clients with investment policy statements and asset allocation, often referring clients to third-party money managers whose selection and supervision it oversees.

Douglas Kirkpatrick is the sole advisor at Alphaglider LLC, an independent registered investment adviser based in Georgetown, TX. He holds the CFA® designation and has 13 years of industry experience, including prior institutional equity roles before founding Alphaglider in 2012. Alphaglider LLC serves individuals, families, trusts, and retirement plan sponsors, managing approximately $48 million across about 30 clients. The firm offers discretionary and non-discretionary portfolio management, fiduciary consulting, and 3(38) investment-manager services, with a focus on diversified, risk-managed, tax-aware strategies that rely heavily on exchange-traded funds and are delivered primarily through its website and mobile applications.

Stephen Homer is a financial advisor at Inked Investments in Round Rock, TX, with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Edward Jones. Outside of advising, he coaches multiple sports at Round Rock Christian Academy. Inked Investments provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, and retirement-plan sponsors. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and typically operates with discretionary trading authority for asset allocation and rebalancing.

Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

Michael Knipstein is a financial advisor at OnPoint Financial Advice, LLC with one year of industry experience. Prior to entering the financial advisory field, he worked with Williamson County EMS in Texas for nine years. OnPoint Financial Advice, LLC provides comprehensive financial planning and consulting services to individual clients. The firm uses fundamental analysis and modern portfolio theory to develop long-term investment strategies but does not manage client assets, instead offering advice on a project or hourly basis without ongoing account management.

Javier Maravi is the sole advisor at Maravi Capital Management in Round Rock, TX, holding a Series 65 designation with one year of industry experience. He is also vice president of training at TACALA, LLC, a restaurant franchise, a role he has held since 2009. Maravi Capital Management provides fee-based discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines tactical asset allocation with fundamental analysis and includes a financial education seminar program.

Christopher Baum is a financial advisor with Palermo Wealth Management, LLC in Georgetown, TX, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has been with Palermo Wealth Management since 2012. Palermo Wealth Management is a fee-only independent firm serving individuals, high-net-worth clients, families, corporations, non-profits, and retirement plan sponsors. The firm provides comprehensive financial planning and discretionary investment management, utilizing a mix of mutual funds, ETFs, and ETNs with an investment approach that includes fundamental, technical, and charting analysis.

Michael Laheta is a financial advisor at EveryPlan Financial in Round Rock, TX, with one year of industry experience and a Series 65 designation. Prior to his advisory role, he worked extensively in professional sports and motorsports, including positions at FloSports, Thrill One Sports & Entertainment, and NASCAR. He also serves as a professor at Belmont Abbey College, teaching courses related to revenue generation in sports and motorsports, and occasionally undertakes consulting within the sports and entertainment industry. EveryPlan Financial is an independent advisory firm that serves individual and high-net-worth investors as well as retirement plan sponsors. The firm provides discretionary asset management, financial planning, and retirement plan advisory services, with a specialization in pension consulting and focused support for educators’ 403(b) plans.

Joseph Reinke Jr. is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at Fitbux RIA LLC in Pflugerville, TX, and has served as Chief Executive Officer of Fitbux, Inc. since 2015. His prior roles include leadership positions at Fitbux Services LLC and JAR Financial Management LLC. Fitbux RIA LLC provides discretionary investment management to individual and high-net-worth clients using a third-party sub-adviser and custodial platform. The firm employs a proprietary risk-profiling questionnaire and an AI-assisted asset allocation tool licensed from an affiliated technology company, with final suitability determinations made independently by the firm.

Eric Schleien is a financial advisor at Granite State Capital Management, LLC, with 11 years of industry experience. He holds a Series 65 designation and has been with Granite State Capital Management since 2014. Outside of advising, he is the sole owner of Wyoming Warehousing & Safe Deposit Company, LLC, a private real estate investment business, and he provides coaching and consulting through Thinking Tribal. Granite State Capital Management offers portfolio management and stock-picking services primarily to individual and high-net-worth clients, with a value-oriented, fundamental analysis approach focused on long-term investing and capital preservation. The firm uses performance-based fee arrangements for qualified clients and emphasizes customized investment policies and discretionary account management.

Juhee Patel is an investment advisor at Virtue Wealth Management with three years of industry experience. Prior to founding Virtue Wealth Management, Patel worked at Edward Jones, Charles Schwab, and Laxmi Financial Services. Patel also maintains ownership in Sahaj Consulting Group, LLC, an outsourcing consulting firm. Virtue Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and quantitative analysis, modern portfolio theory, technical analysis, and fund/ETF due diligence, tailoring investment strategies to client objectives and typically seeking discretionary management authority.

Danny Holder is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Capital Retirement Planning, LLC since 2007 and joined TLWM Financial in 2025. Capital Retirement Planning, LLC provides portfolio management, investment consulting, and retirement-plan advisory services to individuals and company retirement plan participants. The firm manages approximately $35.1 million in discretionary assets and employs an active, technically driven investment approach combined with fundamental analysis and third-party research.

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial. I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions. With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence. Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through: • How do I handle equity compensation and bonuses without getting crushed by taxes? • Am I taking advantage of the advanced planning opportunities available to me? • How do I balance enjoying life now with saving tax-efficiently for the future? Here’s what you can expect when we work together: • Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand. • Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey. • Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be. When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze. If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.