Joe Abbott

Barbara Derusha is a financial advisor at WESTPARK WEALTH Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including IMS Securities, Inc. and Pension Planners of Central Texas. She is a partner at Compass Retirement Planning, a business offering securities and products through Calton & Associates, Inc. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.

Joseph Klauzar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining Raymond James in 2018. He also holds a non-working real estate broker license. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, as well as state and municipal governments, offering both non-discretionary advisory services and specialized institutional solutions.

Michael Hosford is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation before joining LPL Financial in 2021. Outside of his advisory role, he owns Lone Ranger Leasing, Inc., a company that leases equipment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.