Lei Duan

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.

Mark Monreal is a CFP® with over 10 years of experience in financial advising and more than four decades of involvement in business and consulting through Mark Monreal & Associates. He is also president and CFO of The Monreal Foundation, a charitable organization focused on health fairs, fundraising, scholarships, and social services. Additionally, Monreal operates in real estate brokerage through Monarch Realty, assisting buyers and sellers on a referral basis. Mark Monreal & Associates offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes asset allocation with diversified global equity and fixed income exposure, using primarily institutional-share mutual funds and ETFs, and also provides advice informed by the principal’s experience in real estate sales and insurance.

Christopher Destefano is a financial advisor with DeStefano Wealth Management in Austin, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Brighton Jones LLC for seven years. DeStefano Wealth Management is an independent advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm applies modern portfolio theory using primarily passive investment vehicles, supplemented by fundamental analysis, and provides ongoing portfolio supervision alongside regular plan updates.

Michael Mullett is a CFP® professional with 40 years of industry experience, currently serving as the sole advisor at Mullett Financial LLC. His prior experience includes more than two decades at Charles Schwab in various advisory roles. He also holds an insurance license, which he uses to assist clients with insurance product identification as part of his financial planning services without earning commissions. Mullett Financial LLC provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a variety of investment strategies, including Modern Portfolio Theory and value investing, and regularly incorporates third-party managers while maintaining advisory oversight.

Charles Barnett is the sole advisor at Barnett Capital Management, LLC in Austin, TX, holding a Series 65 designation with 19 years of industry experience. He has led Barnett Capital Management since 2006. The firm provides investment advice and portfolio management primarily to individuals and families, focusing on asset allocation and index funds while accommodating client preferences for individual securities and holding restrictions. Barnett Capital Management employs a top-down, asset-class diversification approach that incorporates macroeconomic factors and offers both discretionary and non-discretionary arrangements, with most assets managed non-discretionarily to involve clients actively in trading decisions.

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.